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USMD Holdings Inc
USMD Holdings Inc. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 6 Institutional holders with a total value of $386,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UNITED CAPITAL FINANCIAL ADVISORS, LLC 20,969 231,000 59.84%
2 KING LUTHER CAPITAL MANAGEMENT CORP 12,563 133,000 34.46%
3 MORGAN STANLEY 1,225 13,000 3.37%
4 Tower Research Capital LLC (TRC) 602 6,000 1.55%
5 BlackRock Investment Management, LLC 184 2,000 0.52%
6 MANUFACTURERS LIFE INSURANCE COMPANY, THE 124 1,000 0.26%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.