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VERIZON COMMUNICATIONS
VERIZON COMMUNICATIONS. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 154 Institutional holders with a total value of $772,991,908.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 AVIANCE CAPITAL MANAGEMENT, LLC 1,075,783 51,175,000 6.62%
2 ALTRINSIC GLOBAL ADVISORS LLC 1,049,546 49,926,000 6.46%
3 PRIO WEALTH LIMITED PARTNERSHIP 1,024,268 48,724,000 6.30%
4 Avalon Investment & Advisory 794,381 37,789,000 4.89%
5 SENTINEL ASSET MANAGEMENT, INC. 729,000 34,679,000 4.49%
6 World Asset Management Inc 587,979 27,970,000 3.62%
7 VAUGHAN DAVID INVESTMENTS LLC/IL 511,137 24,315,000 3.15%
8 EVERETT HARRIS & CO /CA/ 480,856 22,874,000 2.96%
9 KCM INVESTMENT ADVISORS LLC 447,254 21,276,000 2.75%
10 VALLEY FORGE ASSET MANAGEMENT, LLC 412,850 19,639,000 2.54%
11 CCM INVESTMENT ADVISERS LLC 338,878 16,120,000 2.09%
12 AMERICAN NATIONAL INSURANCE CO 304,290 14,475,000 1.87%
13 Bollard Group LLC 298,445 14,197,000 1.84%
14 Azimuth Capital Management LLC 294,037 13,987,000 1.81%
15 AFFINITY INVESTMENT ADVISORS, LLC 262,207 12,473,000 1.61%
16 QCI ASSET MANAGEMENT INC/NY 233,798 11,122,000 1.44%
17 FIDUCIARY ASSET MANAGEMENT LLC 232,236 11,047,000 1.43%
18 Beaumont Financial Partners, LLC 223,441 10,629,000 1.38%
19 Cetera Advisor Networks LLC 216,288 10,325,000 1.34%
20 ROFFMAN MILLER ASSOCIATES INC /PA/ 200,402 9,533,000 1.23%
21 CHILTON CAPITAL MANAGEMENT LLC 192,986 9,180,344 1.19%
22 Vigilant Capital Management, LLC 186,817 8,887,000 1.15%
23 ROTHSCHILD INVESTMENT LLC /IL 182,156 8,665,000 1.12%
24 FORBES J M & CO LLP 168,714 8,025,000 1.04%
25 GRANDFIELD & DODD, LLC 166,353 7,913,000 1.02%
26 EXCALIBUR MANAGEMENT CORP 165,939 7,894,000 1.02%
27 ARGENT CAPITAL MANAGEMENT LLC 161,042 7,661,000 0.99%
28 Palouse Capital Management, Inc. 148,050 7,043,000 0.91%
29 LEE DANNER & BASS INC 143,417 6,822,000 0.88%
30 1834 INVESTMENT ADVISORS CO 142,994 6,802,000 0.88%
31 SCHMIDT P J INVESTMENT MANAGEMENT INC 141,487 6,731,000 0.87%
32 PETTYJOHN, WOOD & WHITE, INC 138,828 6,604,000 0.85%
33 Convergence Investment Partners, LLC 138,480 6,588,000 0.85%
34 Main Street Research LLC 135,773 6,459,000 0.84%
35 BURNHAM ASSET MANAGEMENT CORP /NY/ 135,046 6,424,000 0.83%
36 PRINCETON CAPITAL MANAGEMENT INC 130,583 6,212,000 0.80%
37 TEALWOOD ASSET MANAGEMENT INC 127,104 6,046,000 0.78%
38 W.G. Shaheen & Associates DBA Whitney & Co 119,955 5,706,000 0.74%
39 BADGLEY PHELPS & BELL INC 118,977 5,660,000 0.73%
40 FLPUTNAM INVESTMENT MANAGEMENT CO 116,001 5,518,000 0.71%
41 Tufton Capital Management 112,582 5,356,000 0.69%
42 NICHOLS & PRATT ADVISERS LLP /MA 112,014 5,329,000 0.69%
43 BURNS J W & CO INC/NY 93,922 4,468,000 0.58%
44 PARSONS CAPITAL MANAGEMENT INC/RI 85,681 4,075,000 0.53%
45 Boston Common Asset Management, LLC 84,380 4,014,000 0.52%
46 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 84,307 4,010,000 0.52%
47 Advisors Capital Management, LLC 84,130 4,002,000 0.52%
48 CYPRESS ASSET MANAGEMENT INC/TX 82,344 3,917,000 0.51%
49 RAND WEALTH, LLC 76,909 3,659,000 0.47%
50 RONALD BLUE & CO LLC 75,750 3,603,000 0.47%
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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.