Dark
Light
System
Security
VODAFONE GROUP PLC NEW
VODAFONE GROUP PLC NEW. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 26 Institutional holders with a total value of $52,420,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Advisors Capital Management, LLC 404,325 9,878,000 18.84%
2 Willingdon Wealth Management 239,703 5,856,000 11.17%
3 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 226,971 5,545,000 10.58%
4 GFS Advisors, LLC 221,621 5,414,000 10.33%
5 PINNACLE ASSOCIATES LTD 208,863 5,103,000 9.73%
6 World Asset Management Inc 163,257 3,988,000 7.61%
7 MENLO ADVISORS LLC 161,972 3,957,000 7.55%
8 CLIFFORD SWAN INVESTMENT COUNSEL LLC 126,630 3,094,000 5.90%
9 EVERETT HARRIS & CO /CA/ 73,971 1,807,000 3.45%
10 CARRET ASSET MANAGEMENT, LLC 50,085 1,224,000 2.33%
11 Longer Investments Inc. 49,250 1,203,000 2.29%
12 ROTHSCHILD INVESTMENT LLC /IL 40,608 992,000 1.89%
13 Azimuth Capital Management LLC 30,402 743,000 1.42%
14 SHELTON CAPITAL MANAGEMENT 27,654 676,000 1.29%
15 RADNOR CAPITAL MANAGEMENT, LLC 23,109 565,000 1.08%
16 LEE DANNER & BASS INC 21,950 536,000 1.02%
17 HYMAN CHARLES D 15,540 380,000 0.72%
18 Laird Norton Wetherby Wealth Management, LLC 15,073 369,000 0.70%
19 Barrett Asset Management, LLC 10,434 255,000 0.49%
20 GAMBLE JONES INVESTMENT COUNSEL 10,231 250,000 0.48%
21 Clarkston Capital Partners, LLC 10,123 247,000 0.47%
22 CONDOR CAPITAL MANAGEMENT 9,958 243,000 0.46%
23 Bollard Group LLC 1,354 33,000 0.06%
24 Ancora Advisors LLC 1,115 27,000 0.05%
25 J.P. Morgan Private Wealth Advisors LLC 723 18,000 0.03%
26 QCI ASSET MANAGEMENT INC/NY 692 17,000 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.