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

Institutional Holders (2014Q2)
Portfolio Summary: 9 Institutional holders with a total value of $6,124,920.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 NWQ INVESTMENT MANAGEMENT COMPANY, LLC 91,623 2,281,000 37.24%
2 Aldebaran Financial Inc. 48,800 1,215,000 19.84%
3 683 Capital Management, LLC 43,205 1,074,000 17.53%
4 Highlander Capital Management, LLC 30,800 766,920 12.52%
5 COBIZ WEALTH, LLC 17,500 436,000 7.12%
6 American Research & Management Co. 13,525 337,000 5.50%
7 WELLS FARGO & COMPANY/MN 400 10,000 0.16%
8 UBS AG 137 3,000 0.05%
9 Tower Research Capital LLC (TRC) 79 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.