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

Institutional Holders (2015Q2)
Portfolio Summary: 9 Institutional holders with a total value of $347,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UNITED CAPITAL FINANCIAL ADVISORS, LLC 20,969 178,000 51.30%
2 KING LUTHER CAPITAL MANAGEMENT CORP 11,799 100,000 28.82%
3 Tower Research Capital LLC (TRC) 4,072 34,000 9.80%
4 LADENBURG THALMANN FINANCIAL SERVICES INC. 2,082 18,000 5.19%
5 MORGAN STANLEY 1,089 9,000 2.59%
6 BANK OF AMERICA CORP /DE/ 604 5,000 1.44%
7 BlackRock Investment Management, LLC 184 2,000 0.58%
8 MANUFACTURERS LIFE INSURANCE COMPANY, THE 124 1,000 0.29%
9 DEUTSCHE BANK AG\ 12 0 0.00%

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.