Dark
Light
System
Security
RMR GROUP INC
RMR GROUP INC. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 172 Institutional holders with a total value of $115,207,446.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 INTEGRATED WEALTH MANAGEMENT 10 0 0.00%
2 Advisory Services Network, LLC 1 0 0.00%
3 PITTENGER & ANDERSON INC 6 0 0.00%
4 CITY HOLDING CO 6 0 0.00%
5 GROUP ONE TRADING LLC 1 0 0.00%
6 1832 Asset Management L.P. 16 0 0.00%
7 Financial Architects, Inc 13 0 0.00%
8 VERSANT CAPITAL MANAGEMENT, INC 1 0 0.00%
9 Gemmer Asset Management LLC 10 0 0.00%
10 Smithfield Trust Co 10 0 0.00%
11 Oakworth Capital, Inc. 6 0 0.00%
12 Hudock, Inc. 10 0 0.00%
13 Edge Wealth Management LLC 12 0 0.00% SH
14 JNBA Financial Advisors 4 0 0.00%
15 Tradewinds Capital Management, LLC 5 0 0.00%
16 LAZARD ASSET MANAGEMENT LLC 6 0 0.00%
17 First Horizon Advisors, Inc. 16 0 0.00%
18 BRONFMAN E.L. ROTHSCHILD, L.P. 3 0 0.00%
19 Winch Advisory Services, LLC 3 0 0.00%
20 Riggs Asset Managment Co. Inc. 4 0 0.00%
21 AllSquare Wealth Management LLC 2 0 0.00%
22 Highlander Capital Management, LLC 4 0 0.00%
23 Kistler-Tiffany Companies, LLC 2 0 0.00%
24 Livingston Group Asset Management CO (operating as Southport Capital Management) 7 0 0.00%
25 CUTLER GROUP LLC / CA 9 0 0.00%
26 Evercore Wealth Management, LLC 4 0 0.00%
27 VALLEY NATIONAL ADVISERS INC 1 0 0.00%
28 HUNTINGTON NATIONAL BANK 18 0 0.00%
29 Ironwood Financial, llc 1 0 0.00%
30 GIERL AUGUSTINE INVESTMENT MANAGEMENT INC 10 0 0.00%
31 GLENMEDE TRUST CO NA 1 0 0.00%
32 Financial Management Professionals, Inc. 1 0 0.00%
33 SYNOVUS FINANCIAL CORP 10 0 0.00%
34 WASHINGTON TRUST BANK 7 0 0.00%
35 CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 2 0 0.00%
36 CWM, LLC 5 0 0.00%
37 KRILOGY FINANCIAL LLC 1 0 0.00%
38 ANCHOR INVESTMENT MANAGEMENT, LLC 2 62 0.00%
39 KNOTT DAVID M 16 496 0.00%
40 WOLVERINE TRADING LP /BD 24 725 0.00%
41 WEALTHPLAN PARTNERS, LLC 60 992 0.00%
42 WHITTIER TRUST CO OF NEVADA INC 44 1,000 0.00%
43 CENTRAL TRUST Co 57 1,000 0.00%
44 Avior Wealth Management, LLC 15 1,000 0.00%
45 NEXT Financial Group, Inc 46 1,000 0.00%
46 ENTERPRISE FINANCIAL SERVICES CORP 40 1,000 0.00%
47 KANALY TRUST CO 19 1,000 0.00%
48 Vantage Investment Advisors, LLC 28 1,000 0.00%
49 EVENTIDE ASSET MANAGEMENT, LLC 37 1,000 0.00%
50 M&R CAPITAL MANAGEMENT INC 35 1,000 0.00%
Page 1 of 4

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.