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

Institutional Holders (2014Q2)
Portfolio Summary: 141 Institutional holders with a total value of $582,128,469.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 309 11,000 0.00%
2 FORT PITT CAPITAL GROUP INC 873 30,870 0.01%
3 HOWARD CAPITAL MANAGEMENT 5,734 203,000 0.03%
4 WINSLOW ASSET MANAGEMENT INC 5,965 211,000 0.04%
5 BOURGEON CAPITAL MANAGEMENT LLC 6,230 220,000 0.04%
6 Barrington Strategic Wealth Management Group LLC 6,425 227,000 0.04%
7 ELM ADVISORS, LLC 6,800 240,000 0.04%
8 Curi Capital, LLC 6,929 246,000 0.04%
9 VISTA CAPITAL PARTNERS, INC. 7,094 251,000 0.04%
10 CIM, LLC 7,166 253,000 0.04%
11 SCHALLER INVESTMENT GROUP INC 7,213 255,000 0.04%
12 Aureus Asset Management, LLC 7,249 256,000 0.04%
13 Grey Owl Capital Management, LLC 7,256 257,000 0.04%
14 InterOcean Capital, LLC 7,539 267,000 0.05%
15 FORBES J M & CO LLP 7,778 275,000 0.05%
16 Liberty Capital Management, Inc. 8,100 286,000 0.05%
17 CHILTON CAPITAL MANAGEMENT LLC 8,600 304,000 0.05%
18 FENIMORE ASSET MANAGEMENT INC 8,865 313,000 0.05%
19 Clarkston Capital Partners, LLC 9,324 329,697 0.06%
20 HARVEY INVESTMENT CO LLC 9,360 331,000 0.06%
21 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 9,437 334,000 0.06%
22 W.G. Shaheen & Associates DBA Whitney & Co 10,102 357,000 0.06%
23 MERIDIAN MANAGEMENT CO 11,416 404,000 0.07%
24 Van Cleef Asset Management,Inc 11,830 418,000 0.07%
25 Atlas Brown,Inc. 11,841 419,000 0.07%
26 WEIK CAPITAL MANAGEMENT 11,950 423,000 0.07%
27 Lafayette Investments, Inc. 12,258 433,000 0.07%
28 QCI ASSET MANAGEMENT INC/NY 12,403 439,000 0.08%
29 CHECK CAPITAL MANAGEMENT INC/CA 12,472 441,000 0.08%
30 Ascent Wealth Partners, LLC 12,787 452,000 0.08%
31 LOEB PARTNERS CORP 14,077 498,000 0.09%
32 Renaissance Investment Group LLC 14,090 499,000 0.09%
33 EVERETT HARRIS & CO /CA/ 14,506 513,000 0.09%
34 Clean Yield Group 14,690 519,000 0.09%
35 GRANDFIELD & DODD, LLC 15,586 551,000 0.09%
36 Camelot Portfolios, LLC 15,934 563,000 0.10%
37 HARTLINE INVESTMENT CORP/ 16,957 600,000 0.10%
38 Moon Capital Management, LLC 17,460 617,401 0.11%
39 Regent Investment Management LLC 18,073 639,000 0.11%
40 FIRST FOUNDATION ADVISORS 19,599 693,000 0.12%
41 Sequent Asset Management, LLC 22,006 778,000 0.13%
42 Pinnacle Holdings, LLC 22,073 780,501 0.13%
43 Lipe & Dalton 23,027 814,000 0.14%
44 PREMIER ASSET MANAGEMENT LLC 23,765 840,000 0.14%
45 DUMONT & BLAKE INVESTMENT ADVISORS LLC 24,131 853,000 0.15%
46 MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 24,339 861,000 0.15%
47 Newman Dignan & Sheerar, Inc. 24,502 866,000 0.15%
48 Boltwood Capital Management 24,687 873,000 0.15%
49 Stillwater Investment Management, LLC 25,542 903,000 0.16%
50 ABNER HERRMAN & BROCK LLC 25,787 912,000 0.16%
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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.