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

Institutional Holders (2014Q2)
Portfolio Summary: 150 Institutional holders with a total value of $810,173,927.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 AVIANCE CAPITAL MANAGEMENT, LLC 1,545,396 75,616,000 9.33%
2 PRIO WEALTH LIMITED PARTNERSHIP 1,028,940 50,346,000 6.21%
3 SENTINEL ASSET MANAGEMENT, INC. 1,024,500 50,129,000 6.19%
4 Avalon Investment & Advisory 792,342 38,769,000 4.79%
5 World Asset Management Inc 583,341 28,543,000 3.52%
6 VAUGHAN DAVID INVESTMENTS LLC/IL 527,261 25,799,000 3.18%
7 KCM INVESTMENT ADVISORS LLC 465,021 22,753,000 2.81%
8 VALLEY FORGE ASSET MANAGEMENT, LLC 398,923 19,519,000 2.41%
9 CCM INVESTMENT ADVISERS LLC 313,215 15,325,000 1.89%
10 Azimuth Capital Management LLC 307,829 15,062,000 1.86%
11 AMERICAN NATIONAL INSURANCE CO 304,290 14,889,000 1.84%
12 Bollard Group LLC 301,896 14,772,000 1.82%
13 EVERETT HARRIS & CO /CA/ 277,490 13,578,000 1.68%
14 QCI ASSET MANAGEMENT INC/NY 277,265 13,567,000 1.67%
15 CHECK CAPITAL MANAGEMENT INC/CA 276,056 13,507,000 1.67%
16 AFFINITY INVESTMENT ADVISORS, LLC 264,038 12,919,000 1.59%
17 Cetera Advisor Networks LLC 245,277 12,018,000 1.48%
18 FIDUCIARY ASSET MANAGEMENT LLC 237,995 11,645,000 1.44%
19 Beaumont Financial Partners, LLC 222,586 10,891,000 1.34%
20 CHILTON CAPITAL MANAGEMENT LLC 217,921 10,663,000 1.32%
21 ROTHSCHILD INVESTMENT LLC /IL 216,864 10,611,000 1.31%
22 Vigilant Capital Management, LLC 207,549 10,155,000 1.25%
23 ROFFMAN MILLER ASSOCIATES INC /PA/ 205,415 10,051,000 1.24%
24 FORBES J M & CO LLP 169,744 8,305,000 1.03%
25 EXCALIBUR MANAGEMENT CORP 167,687 8,205,000 1.01%
26 ARGENT CAPITAL MANAGEMENT LLC 156,632 7,664,000 0.95%
27 1834 INVESTMENT ADVISORS CO 148,760 7,279,000 0.90%
28 Palouse Capital Management, Inc. 145,900 7,139,000 0.88%
29 LEE DANNER & BASS INC 143,619 7,027,000 0.87%
30 GRANDFIELD & DODD, LLC 142,412 6,968,000 0.86%
31 PETTYJOHN, WOOD & WHITE, INC 141,035 6,901,000 0.85%
32 Boston Common Asset Management, LLC 139,562 6,829,000 0.84%
33 Main Street Research LLC 138,568 6,780,000 0.84%
34 SCHMIDT P J INVESTMENT MANAGEMENT INC 137,646 6,735,000 0.83%
35 BURNHAM ASSET MANAGEMENT CORP /NY/ 134,178 6,565,000 0.81%
36 PRINCETON CAPITAL MANAGEMENT INC 129,039 6,314,000 0.78%
37 TEALWOOD ASSET MANAGEMENT INC 124,469 6,090,000 0.75%
38 W.G. Shaheen & Associates DBA Whitney & Co 122,917 6,014,000 0.74%
39 NICHOLS & PRATT ADVISERS LLP /MA 118,742 5,810,000 0.72%
40 FLPUTNAM INVESTMENT MANAGEMENT CO 112,839 5,521,000 0.68%
41 Eagle Ridge Investment Management 111,773 5,469,000 0.68%
42 Cetera Advisors LLC 111,317 5,448,000 0.67%
43 Tufton Capital Management 111,225 5,442,000 0.67%
44 CYPRESS ASSET MANAGEMENT INC/TX 106,130 5,193,000 0.64%
45 BURNS J W & CO INC/NY 96,530 4,723,000 0.58%
46 BAINCO INTERNATIONAL INVESTORS 86,035 4,210,000 0.52%
47 FOSTER DYKEMA CABOT & CO INC/MA 84,460 4,133,000 0.51%
48 Carnegie Investment Counsel 83,196 4,071,000 0.50%
49 PARSONS CAPITAL MANAGEMENT INC/RI 82,489 4,036,000 0.50%
50 Advisors Capital Management, LLC 81,933 4,009,000 0.49%
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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.