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BOSTON PRIVATE FINL HLDGS INC
BOSTON PRIVATE FINL HLDGS INC. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 11 Institutional holders with a total value of $7,732,033.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MANUFACTURERS LIFE INSURANCE COMPANY, THE 95,538 2,226,000 28.79%
2 NWQ INVESTMENT MANAGEMENT COMPANY, LLC 72,060 1,679,000 21.71%
3 683 Capital Management, LLC 68,316 1,587,000 20.53%
4 Aldebaran Financial Inc. 37,200 867,000 11.21%
5 Highlander Capital Management, LLC 28,113 655,033 8.47%
6 COBIZ WEALTH, LLC 17,500 408,000 5.28%
7 American Research & Management Co. 11,650 271,000 3.50%
8 CITIGROUP INC 904 21,000 0.27%
9 WELLS FARGO & COMPANY/MN 400 9,000 0.12%
10 UBS AG 301 7,000 0.09%
11 Tower Research Capital LLC (TRC) 69 2,000 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.