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BCE INC COM NEW
BCE INC COM NEW. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 21 Institutional holders with a total value of $83,510,710.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 AVIANCE CAPITAL MANAGEMENT, LLC 802,533 34,621,000 41.46%
2 JAMES INVESTMENT RESEARCH, INC. 410,310 17,701,000 21.20%
3 Beaumont Financial Partners, LLC 194,694 8,399,000 10.06%
4 Maple Capital Management, Inc. 83,654 3,609,000 4.32%
5 Bollard Group LLC 82,298 3,550,000 4.25%
6 D L CARLSON INVESTMENT GROUP INC 74,100 3,197,000 3.83%
7 SCHMIDT P J INVESTMENT MANAGEMENT INC 47,520 2,050,000 2.45%
8 World Asset Management Inc 43,638 1,883,000 2.25%
9 KCM INVESTMENT ADVISORS LLC 42,244 1,822,000 2.18%
10 RAND WEALTH, LLC 32,000 1,380,000 1.65%
11 Lipe & Dalton 30,250 1,369,000 1.64%
12 Clarkston Capital Partners, LLC 25,000 1,079,000 1.29%
13 Opus Capital Group, LLC 19,551 843,000 1.01%
14 RONALD BLUE & CO LLC 13,986 603,000 0.72%
15 Azimuth Capital Management LLC 8,800 380,000 0.46%
16 PARSONS CAPITAL MANAGEMENT INC/RI 7,993 345,000 0.41%
17 ArchPoint Investors 7,505 324,000 0.39%
18 BECK MACK & OLIVER LLC 6,000 259,000 0.31%
19 CHILTON CAPITAL MANAGEMENT LLC 1,500 64,710 0.08%
20 QCI ASSET MANAGEMENT INC/NY 400 17,000 0.02%
21 CapWealth Advisors, LLC 350 15,000 0.02%

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.