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

Institutional Holders (2014Q3)
Portfolio Summary: 9 Institutional holders with a total value of $6,094,180.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 NWQ INVESTMENT MANAGEMENT COMPANY, LLC 107,673 2,678,000 43.94%
2 Aldebaran Financial Inc. 47,275 1,176,000 19.30%
3 683 Capital Management, LLC 35,100 871,000 14.29%
4 Highlander Capital Management, LLC 23,300 573,180 9.41%
5 COBIZ WEALTH, LLC 17,000 423,000 6.94%
6 American Research & Management Co. 13,825 344,000 5.64%
7 AMERIPRISE FINANCIAL INC 675 17,000 0.28%
8 WELLS FARGO & COMPANY/MN 400 10,000 0.16%
9 Tower Research Capital LLC (TRC) 89 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.