Dark
Light
System
Security
MACYS INC
MACYS INC. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 21 Institutional holders with a total value of $15,541,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 PATTEN & PATTEN INC/TN 109,570 3,683,000 23.70%
2 Bowling Portfolio Management LLC 39,533 1,329,000 8.55%
3 J.P. Morgan Private Wealth Advisors LLC 37,028 1,244,000 8.00%
4 KOVITZ INVESTMENT GROUP PARTNERS, LLC 72,120 1,127,000 7.25%
5 ROTHSCHILD INVESTMENT LLC /IL 32,925 1,107,000 7.12%
6 World Asset Management Inc 32,911 1,106,000 7.12%
7 KCM INVESTMENT ADVISORS LLC 30,372 1,021,000 6.57%
8 Regent Investment Management LLC 22,560 758,000 4.88%
9 W.G. Shaheen & Associates DBA Whitney & Co 20,625 693,000 4.46%
10 VAUGHAN DAVID INVESTMENTS LLC/IL 17,813 599,000 3.85%
11 PROBITY ADVISORS, INC. 17,562 590,000 3.80%
12 PREMIER ASSET MANAGEMENT LLC 14,975 503,000 3.24%
13 FIRST FOUNDATION ADVISORS 13,618 458,000 2.95%
14 Veritable, L.P. 11,036 371,000 2.39%
15 Benchmark Capital Advisors 8,000 269,000 1.73%
16 Savant Capital, LLC 7,520 253,000 1.63%
17 BOURGEON CAPITAL MANAGEMENT LLC 7,500 252,000 1.62%
18 QUADRANT CAPITAL GROUP LLC 2,193 71,000 0.46%
19 DREMAN VALUE MANAGEMENT, L L C 1,406 47,000 0.30%
20 JAMES INVESTMENT RESEARCH, INC. 1,340 45,000 0.29%
21 QCI ASSET MANAGEMENT INC/NY 452 15,000 0.10%

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.