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WELBILT INC
WELBILT INC. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 198 Institutional holders with a total value of $2,316,126,022.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 PROFICIO CAPITAL PARTNERS LLC 12 0 0.00%
2 JPMORGAN CHASE & CO 4 0 0.00%
3 OMNIA FAMILY WEALTH, LLC 61 1,000 0.00%
4 BARCLAYS PLC 100 2,000 0.00% Put
5 Winch Advisory Services, LLC 101 2,000 0.00%
6 NEXT Financial Group, Inc 100 2,000 0.00%
7 QUADRANT CAPITAL GROUP LLC 129 2,000 0.00%
8 WESTSIDE INVESTMENT MANAGEMENT, INC. 126 2,397 0.00%
9 GLOBAL RETIREMENT PARTNERS, LLC 163 3,000 0.00%
10 VALLEY NATIONAL ADVISERS INC 197 4,000 0.00%
11 REILLY FINANCIAL ADVISORS, LLC 228 4,000 0.00%
12 Winfield Associates, Inc. 251 5,000 0.00%
13 GLENMEDE TRUST CO NA 303 5,000 0.00%
14 GENEOS WEALTH MANAGEMENT INC. 415 8,000 0.00%
15 SARGENT BICKHAM LAGUDIS LLC 400 8,000 0.00%
16 Parkside Financial Bank & Trust 417 8,000 0.00%
17 OPPENHEIMER ASSET MANAGEMENT INC. 527 10,000 0.00%
18 BARROW HANLEY MEWHINNEY & STRAUSS LLC 772 15,000 0.00%
19 ISTHMUS PARTNERS, LLC 800 16,000 0.00%
20 CT Financial Advisors LLC 895 17,569 0.00%
21 Hudock, Inc. 1,004 19,000 0.00%
22 DELTA ASSET MANAGEMENT LLC/TN 948 19,000 0.00%
23 MassMutual Private Wealth & Trust, FSB 1,000 19,630 0.00%
24 NOMURA ASSET MANAGEMENT CO LTD 1,100 22,000 0.00%
25 IFP ADVISORS, INC 1,100 22,000 0.00%
26 GOLDMAN SACHS GROUP INC 1,100 22,000 0.00% Put
27 IHT WEALTH MANAGEMENT, LLC 1,197 23,000 0.00%
28 North Star Investment Management Corp. 1,150 23,000 0.00%
29 BARCLAYS PLC 1,200 24,000 0.00% Call
30 Sandy Spring Bank 1,300 26,000 0.00%
31 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,539 30,000 0.00%
32 Credential Securities Inc. 1,566 30,709 0.00%
33 NumerixS Investment Technologies Inc 1,599 31,000 0.00%
34 D.A. DAVIDSON & CO. 1,600 31,000 0.00%
35 BRONFMAN E.L. ROTHSCHILD, L.P. 1,849 36,000 0.00%
36 Bartlett & Co. LLC 2,000 39,000 0.00%
37 BNP PARIBAS FINANCIAL MARKETS 2,165 42,499 0.00%
38 Advisory Services Network, LLC 2,403 47,000 0.00%
39 Walleye Trading LLC 2,600 51,000 0.00%
40 VAN ECK ASSOCIATES CORP 2,962 58,000 0.00%
41 CWM, LLC 3,091 61,000 0.00%
42 AMERICAN INTERNATIONAL GROUP, INC. 3,148 62,000 0.00%
43 GOLDMAN SACHS GROUP INC 3,600 71,000 0.00% Call
44 PRELUDE CAPITAL MANAGEMENT, LLC 3,800 75,000 0.00%
45 PANAGORA ASSET MANAGEMENT INC 4,066 80,000 0.00%
46 Creative Planning 4,601 90,000 0.00%
47 Zurcher Kantonalbank (Zurich Cantonalbank) 4,966 97,000 0.00%
48 JACOBI CAPITAL MANAGEMENT LLC 5,200 99,000 0.00%
49 METROPOLITAN LIFE INSURANCE CO/NY 5,836 115,000 0.00%
50 NISA INVESTMENT ADVISORS, LLC 6,100 120,000 0.01%
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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.