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Baxalta Inc
Baxalta Inc. Institutional holdings reported to the SEC.

Institutional Holders (2015Q4)
Portfolio Summary: 49 Institutional holders with a total value of $130,290,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BECK MACK & OLIVER LLC 1,305,694 50,961,000 39.11%
2 VAUGHAN DAVID INVESTMENTS LLC/IL 297,400 11,608,000 8.91%
3 Birch Hill Investment Advisors LLC 260,716 10,176,000 7.81%
4 Palisade Asset Management, LLC 138,289 5,397,000 4.14%
5 Ancora Advisors LLC 111,912 4,368,000 3.35%
6 MCRAE CAPITAL MANAGEMENT INC 107,714 4,204,000 3.23%
7 Lipe & Dalton 93,255 3,640,000 2.79%
8 PINNACLE ASSOCIATES LTD 85,084 3,321,000 2.55%
9 KEELEY ASSET MANAGEMENT CORP 79,560 3,105,000 2.38%
10 CATAWBA CAPITAL MANAGEMENT /VA 71,464 2,789,000 2.14%
11 PRIO WEALTH LIMITED PARTNERSHIP 63,065 2,461,000 1.89%
12 SVB WEALTH LLC 59,990 2,342,000 1.80%
13 World Asset Management Inc 57,276 2,235,000 1.72%
14 FRANKLIN STREET ADVISORS INC /NC 43,892 1,713,000 1.31%
15 AMERICAN NATIONAL INSURANCE CO 42,700 1,667,000 1.28%
16 TOCQUEVILLE ASSET MANAGEMENT L.P. 34,424 1,344,000 1.03%
17 BOURGEON CAPITAL MANAGEMENT LLC 33,750 1,317,000 1.01%
18 STRATTON MANAGEMENT CO 31,420 1,226,000 0.94%
19 HARVEST MANAGEMENT LLC 28,400 1,108,000 0.85%
20 ROTHSCHILD INVESTMENT LLC /IL 27,379 1,069,000 0.82%
21 Livingston Group Asset Management CO (operating as Southport Capital Management) 26,599 1,038,000 0.80%
22 Veritable, L.P. 24,370 951,000 0.73%
23 AUXIER ASSET MANAGEMENT LLC 23,931 934,000 0.72%
24 DOWLING & YAHNKE LLC 21,731 848,000 0.65%
25 BURNHAM ASSET MANAGEMENT CORP /NY/ 21,605 843,000 0.65%
26 Stillwater Investment Management, LLC 19,076 745,000 0.57%
27 LOWE BROCKENBROUGH & CO INC 17,613 687,000 0.53%
28 M&R CAPITAL MANAGEMENT INC 17,207 672,000 0.52%
29 Colonial Trust Advisors 14,375 561,000 0.43%
30 Barry Investment Advisors, LLC 14,159 553,000 0.42%
31 FIRST FOUNDATION ADVISORS 12,639 493,000 0.38%
32 Azimuth Capital Management LLC 11,770 459,000 0.35%
33 NICHOLS & PRATT ADVISERS LLP /MA 11,310 436,000 0.33%
34 W.G. Shaheen & Associates DBA Whitney & Co 11,100 433,000 0.33%
35 MAI Capital Management 11,026 430,000 0.33%
36 Mengis Capital Management, Inc. 10,697 417,000 0.32%
37 New England Research & Management, Inc. 10,524 411,000 0.32%
38 PARADIGM CAPITAL MANAGEMENT INC/NY 10,500 410,000 0.31%
39 Reynders McVeigh Capital Management, LLC 9,547 373,000 0.29%
40 Evercore Wealth Management, LLC 9,552 372,000 0.29%
41 American National Registered Investment Advisor, Inc. 8,868 346,000 0.27%
42 Rex Capital Advisors, LLC 8,294 324,000 0.25%
43 KCM INVESTMENT ADVISORS LLC 7,976 311,000 0.24%
44 Bollard Group LLC 7,752 303,000 0.23%
45 Laird Norton Wetherby Wealth Management, LLC 7,729 302,000 0.23%
46 Ascent Wealth Partners, LLC 5,585 218,000 0.17%
47 BOSTON FAMILY OFFICE LLC 5,272 206,000 0.16%
48 QUADRANT CAPITAL GROUP LLC 3,627 130,000 0.10%
49 MONROE BANK & TRUST/MI 853 33,000 0.03%

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.