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WGL HLDGS INC COM
WGL HLDGS INC COM. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 272 Institutional holders with a total value of $2,659,022,475.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CUTLER GROUP LLC / CA 1,500 0 0.00% Put
2 Cornerstone Advisors, Inc. 7 1,000 0.00%
3 PEOPLES FINANCIAL SERVICES CORP. 58 4,000 0.00%
4 Catamount Wealth Management 50 4,000 0.00%
5 Evercore Wealth Management, LLC 50 4,000 0.00%
6 Cable Hill Partners, LLC 50 4,000 0.00%
7 COCONUT GROVE BANK 60 5,000 0.00%
8 Gemmer Asset Management LLC 62 5,000 0.00%
9 GLENMEDE TRUST CO NA 92 6,000 0.00%
10 MassMutual Private Wealth & Trust, FSB 100 7,628 0.00%
11 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 107 8,000 0.00%
12 VERSANT CAPITAL MANAGEMENT, INC 144 10,000 0.00%
13 AGF INVESTMENTS LLC 122 10,000 0.00%
14 Parkside Financial Bank & Trust 157 12,000 0.00%
15 MSI Financial Services Inc 152 12,000 0.00%
16 Weaver C. Barksdale & Associates, Inc. 173 13,000 0.00%
17 CAPITAL GUARDIAN TRUST CO 166 13,000 0.00%
18 First Personal Financial Services 179 14,000 0.00%
19 MOSAIC FAMILY WEALTH, LLC 204 16,000 0.00%
20 CENTRAL TRUST Co 228 17,000 0.00%
21 BENJAMIN F. EDWARDS & COMPANY, INC. 250 19,000 0.00%
22 North Star Investment Management Corp. 258 20,000 0.00%
23 PARALLEL ADVISORS, LLC 271 21,000 0.00%
24 SALEM INVESTMENT COUNSELORS INC 342 21,000 0.00%
25 SYNOVUS FINANCIAL CORP 278 21,000 0.00%
26 PEAK6 Group LLC 300 23,000 0.00% Put
27 PRENTISS SMITH & CO INC 310 24,000 0.00%
28 Ledyard National Bank 333 25,000 0.00%
29 Hanson & Doremus Investment Management 328 25,020 0.00%
30 Hudock, Inc. 400 30,000 0.00%
31 Carroll Financial Associates, Inc. 400 30,000 0.00%
32 NOMURA ASSET MANAGEMENT CO LTD 390 30,000 0.00%
33 DUNCKER STREETT & CO INC 400 31,000 0.00%
34 MARK SHEPTOFF FINANCIAL PLANNING, LLC 400 31,000 0.00%
35 Smithfield Trust Co 400 31,000 0.00%
36 TOMPKINS FINANCIAL CORP 432 33,000 0.00%
37 Tower Research Capital LLC (TRC) 448 34,000 0.00%
38 INDEPENDENT ADVISOR ALLIANCE 440 34,773 0.00%
39 CUTLER GROUP LLC / CA 5,500 36,000 0.00% Call
40 BELLWETHER INVESTMENT GROUP, LLC 479 37,000 0.00%
41 Redwood Investments, LLC 500 38,000 0.00% SH
42 BALENTINE LLC 500 38,000 0.00%
43 Glassman Wealth Services 500 38,000 0.00%
44 Baystate Wealth Management LLC 500 39,000 0.00%
45 THOMPSON DAVIS & CO., INC. 506 39,000 0.00%
46 FineMark National Bank & Trust 600 46,000 0.00%
47 CUTLER GROUP LLC / CA 622 47,000 0.00%
48 TRUST CO OF VERMONT 752 57,000 0.00%
49 CWM, LLC 800 61,000 0.00%
50 Vantage Investment Advisors, LLC 1,052 80,000 0.00%
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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.