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

Institutional Holders (2014Q3)
Portfolio Summary: 151 Institutional holders with a total value of $863,539,751.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 AVIANCE CAPITAL MANAGEMENT, LLC 1,718,589 85,912,000 9.95%
2 PRIO WEALTH LIMITED PARTNERSHIP 1,093,186 54,648,000 6.33%
3 CHECK CAPITAL MANAGEMENT INC/CA 873,785 43,681,000 5.06%
4 Avalon Investment & Advisory 872,898 43,636,000 5.05%
5 World Asset Management Inc 615,390 30,763,000 3.56%
6 VAUGHAN DAVID INVESTMENTS LLC/IL 541,190 27,054,000 3.13%
7 KCM INVESTMENT ADVISORS LLC 474,232 23,707,000 2.75%
8 ALTRINSIC GLOBAL ADVISORS LLC 473,181 23,654,000 2.74%
9 CCM INVESTMENT ADVISERS LLC 443,825 22,186,000 2.57%
10 VALLEY FORGE ASSET MANAGEMENT, LLC 354,146 17,704,000 2.05%
11 Bollard Group LLC 323,091 16,151,000 1.87%
12 Azimuth Capital Management LLC 321,834 16,088,000 1.86%
13 AMERICAN NATIONAL INSURANCE CO 304,290 15,211,000 1.76%
14 QCI ASSET MANAGEMENT INC/NY 282,562 14,125,000 1.64%
15 EVERETT HARRIS & CO /CA/ 280,582 14,026,000 1.62%
16 Cetera Advisor Networks LLC 269,820 13,451,000 1.56%
17 FIDUCIARY ASSET MANAGEMENT LLC 251,031 12,549,000 1.45%
18 ROTHSCHILD INVESTMENT LLC /IL 243,284 12,162,000 1.41%
19 Beaumont Financial Partners, LLC 221,904 11,093,000 1.28%
20 Vigilant Capital Management, LLC 217,853 10,890,000 1.26%
21 ROFFMAN MILLER ASSOCIATES INC /PA/ 215,242 10,760,000 1.25%
22 CHILTON CAPITAL MANAGEMENT LLC 177,824 8,889,000 1.03%
23 FORBES J M & CO LLP 168,901 8,443,000 0.98%
24 EXCALIBUR MANAGEMENT CORP 167,687 8,383,000 0.97%
25 Aureus Asset Management, LLC 158,956 7,946,000 0.92%
26 1834 INVESTMENT ADVISORS CO 152,299 7,613,000 0.88%
27 ARGENT CAPITAL MANAGEMENT LLC 151,032 7,550,000 0.87%
28 Palouse Capital Management, Inc. 147,739 7,385,000 0.86%
29 GARCIA HAMILTON & ASSOCIATES LP/DE 146,217 7,309,000 0.85%
30 PRINCETON CAPITAL MANAGEMENT INC 145,969 7,297,000 0.85%
31 Boston Common Asset Management, LLC 144,334 7,215,000 0.84%
32 LEE DANNER & BASS INC 143,712 7,184,000 0.83%
33 PETTYJOHN, WOOD & WHITE, INC 143,361 7,167,000 0.83%
34 Main Street Research LLC 143,148 7,156,000 0.83%
35 DEARBORN PARTNERS LLC 129,860 6,492,000 0.75%
36 SCHMIDT P J INVESTMENT MANAGEMENT INC 127,357 6,367,000 0.74%
37 TEALWOOD ASSET MANAGEMENT INC 125,648 6,281,000 0.73%
38 W.G. Shaheen & Associates DBA Whitney & Co 124,927 6,245,000 0.72%
39 Norman Fields, Gottscho Capital Management, LLC 123,029 6,150,000 0.71%
40 BERNZOTT CAPITAL ADVISORS 120,446 6,021,000 0.70%
41 BURNHAM ASSET MANAGEMENT CORP /NY/ 120,371 6,017,000 0.70%
42 NICHOLS & PRATT ADVISERS LLP /MA 118,890 5,943,000 0.69%
43 Cetera Advisors LLC 117,676 5,860,000 0.68%
44 FLPUTNAM INVESTMENT MANAGEMENT CO 112,568 5,627,000 0.65%
45 Tufton Capital Management 111,220 5,560,000 0.64%
46 CYPRESS ASSET MANAGEMENT INC/TX 109,068 5,452,000 0.63%
47 Eagle Ridge Investment Management 108,962 5,447,000 0.63%
48 BURNS J W & CO INC/NY 95,312 4,765,000 0.55%
49 FOSTER DYKEMA CABOT & CO INC/MA 91,562 4,577,000 0.53%
50 HOLLENCREST CAPITAL MANAGEMENT 90,860 4,542,000 0.53%
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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.