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AT&T Inc New
AT&T Inc New. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 148 Institutional holders with a total value of $529,174,252.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 FORT PITT CAPITAL GROUP INC 834 29,255 0.01%
2 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3,425 120,000 0.02%
3 Regis Management CO LLC 5,750 202,000 0.04%
4 WINSLOW ASSET MANAGEMENT INC 5,977 210,000 0.04%
5 HOWARD CAPITAL MANAGEMENT 6,115 214,000 0.04%
6 InterOcean Capital, LLC 6,339 222,000 0.04%
7 ACADEMY CAPITAL MANAGEMENT 6,482 227,000 0.04%
8 Barrington Strategic Wealth Management Group LLC 6,525 229,000 0.04%
9 CIM, LLC 6,853 240,000 0.05%
10 ELM ADVISORS, LLC 7,085 248,000 0.05%
11 VISTA CAPITAL PARTNERS, INC. 7,094 249,000 0.05%
12 SCHALLER INVESTMENT GROUP INC 7,213 253,000 0.05%
13 Addison Capital Co 7,202 253,000 0.05%
14 Grey Owl Capital Management, LLC 7,256 254,000 0.05%
15 Aureus Asset Management, LLC 7,749 272,000 0.05%
16 FORBES J M & CO LLP 7,826 274,000 0.05%
17 WEIK CAPITAL MANAGEMENT 8,090 284,000 0.05%
18 SCHOLTZ & COMPANY, LLC 8,300 291,000 0.05%
19 CHILTON CAPITAL MANAGEMENT LLC 8,600 301,602 0.06%
20 FENIMORE ASSET MANAGEMENT INC 8,865 311,000 0.06%
21 HARVEY INVESTMENT CO LLC 9,360 328,000 0.06%
22 Van Cleef Asset Management,Inc 9,420 330,000 0.06%
23 Curi Capital, LLC 9,716 340,000 0.06%
24 Liberty Capital Management, Inc. 9,710 341,000 0.06%
25 Clarkston Capital Partners, LLC 9,745 342,000 0.06%
26 W.G. Shaheen & Associates DBA Whitney & Co 11,136 391,000 0.07%
27 Detwiler Fenton Investment Management LLC 11,321 397,000 0.08%
28 BADGLEY PHELPS & BELL INC 11,746 412,000 0.08%
29 Atlas Brown,Inc. 11,841 415,000 0.08%
30 Lafayette Investments, Inc. 12,251 430,000 0.08%
31 Clean Yield Group 12,292 431,000 0.08%
32 CHECK CAPITAL MANAGEMENT INC/CA 12,305 432,000 0.08%
33 PREMIER ASSET MANAGEMENT LLC 12,465 437,000 0.08%
34 Lipe & Dalton 12,127 441,000 0.08%
35 Ascent Wealth Partners, LLC 12,737 446,000 0.08%
36 MERIDIAN MANAGEMENT CO 12,960 455,000 0.09%
37 Crestwood Advisors Group, LLC 13,149 461,000 0.09%
38 LOEB PARTNERS CORP 14,177 497,000 0.09%
39 Renaissance Investment Group LLC 14,145 497,000 0.09%
40 EVERETT HARRIS & CO /CA/ 14,506 509,000 0.10%
41 Edgemoor Investment Advisors, Inc. 14,817 520,000 0.10%
42 Regent Investment Management LLC 14,978 525,000 0.10%
43 DT Investment Partners, LLC 15,458 542,000 0.10%
44 QCI ASSET MANAGEMENT INC/NY 15,833 555,000 0.10%
45 Narwhal Capital Management 15,950 559,000 0.11%
46 Boltwood Capital Management 16,430 576,000 0.11%
47 GRANDFIELD & DODD, LLC 16,989 596,000 0.11%
48 Moon Capital Management, LLC 17,356 608,668 0.12%
49 HARTLINE INVESTMENT CORP/ 18,457 647,000 0.12%
50 Sequent Asset Management, LLC 21,156 742,000 0.14%
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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.