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

Institutional Holders (2015Q1)
Portfolio Summary: 11 Institutional holders with a total value of $544,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CITIGROUP INC 33 0 0.00%
2 MANUFACTURERS LIFE INSURANCE COMPANY, THE 124 1,000 0.18%
3 BlackRock Investment Management, LLC 184 2,000 0.37%
4 BANK OF AMERICA CORP /DE/ 604 6,000 1.10%
5 MORGAN STANLEY 1,088 11,000 2.02%
6 UBS Group AG 1,125 12,000 2.21%
7 LADENBURG THALMANN FINANCIAL SERVICES INC. 2,082 22,000 4.04%
8 Tower Research Capital LLC (TRC) 2,179 23,000 4.23%
9 SFMG, LLC 12,026 126,000 23.16%
10 KING LUTHER CAPITAL MANAGEMENT CORP 12,563 131,000 24.08%
11 UNITED CAPITAL FINANCIAL ADVISORS, LLC 20,969 210,000 38.60%

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.