Dark
Light
System
Security
S&P GLOBAL INC
S&P GLOBAL INC. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 22 Institutional holders with a total value of $58,414,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VAUGHAN DAVID INVESTMENTS LLC/IL 173,237 18,630,000 31.89%
2 SCOUT INVESTMENTS, INC. 123,912 13,325,000 22.81%
3 Avalon Investment & Advisory 61,995 6,667,000 11.41%
4 BOSTON FAMILY OFFICE LLC 29,675 3,191,000 5.46%
5 World Asset Management Inc 26,186 2,816,000 4.82%
6 CIBC WORLD MARKETS CORP 17,765 1,910,000 3.27%
7 FRANKLIN STREET ADVISORS INC /NC 16,010 1,722,000 2.95%
8 Veritable, L.P. 15,784 1,697,000 2.91%
9 Ativo Capital Management LLC 14,600 1,570,000 2.69%
10 KCM INVESTMENT ADVISORS LLC 10,767 1,158,000 1.98%
11 FOSTER DYKEMA CABOT & CO INC/MA 9,750 1,049,000 1.80%
12 J.P. Morgan Private Wealth Advisors LLC 9,093 978,000 1.67%
13 NICHOLS & PRATT ADVISERS LLP /MA 8,300 893,000 1.53%
14 Reynders McVeigh Capital Management, LLC 5,700 613,000 1.05%
15 EXCALIBUR MANAGEMENT CORP 5,000 538,000 0.92%
16 DARRELL & KING LLC 4,100 441,000 0.75%
17 Hamilton Point Investment Advisors, LLC 3,800 409,000 0.70%
18 ADVISOR PARTNERS LLC 2,925 315,000 0.54%
19 Caprock Group, LLC 2,253 242,000 0.41%
20 RADNOR CAPITAL MANAGEMENT, LLC 2,000 215,000 0.37%
21 C M BIDWELL & ASSOCIATES LTD 180 19,000 0.03%
22 QCI ASSET MANAGEMENT INC/NY 150 16,000 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.