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AFFILIATED MANAGERS GROUP
AFFILIATED MANAGERS GROUP. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 482 Institutional holders with a total value of $8,688,663,706.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MassMutual Private Wealth & Trust, FSB 0 0 0.00%
2 DELPHI PRIVATE ADVISORS LLC 3 0 0.00%
3 Parkside Financial Bank & Trust 7 1,000 0.00%
4 JFS WEALTH ADVISORS, LLC 9 1,000 0.00%
5 Cornerstone Advisors, Inc. 12 2,000 0.00%
6 Tower Research Capital LLC (TRC) 11 2,000 0.00%
7 Financial Architects, Inc 13 2,000 0.00%
8 TD Securities (USA) LLC 12 2,000 0.00%
9 NewSquare Capital LLC 13 2,000 0.00%
10 Carroll Financial Associates, Inc. 14 2,000 0.00%
11 Winslow, Evans & Crocker, Inc. 15 2,436 0.00%
12 Joel Isaacson & Co., LLC 16 3,000 0.00%
13 SARGENT BICKHAM LAGUDIS LLC 45 4,000 0.00%
14 Alexandria Capital, LLC 25 4,000 0.00%
15 MOTCO 26 4,000 0.00%
16 KANALY TRUST CO 26 4,000 0.00%
17 PROFICIO CAPITAL PARTNERS LLC 28 5,000 0.00%
18 Hanson & Doremus Investment Management 128 5,000 0.00%
19 ASSETMARK, INC 32 5,000 0.00%
20 ZIONS BANCORPORATION 30 5,000 0.00%
21 CUTLER GROUP LLC / CA 1,700 5,000 0.00% Put
22 DUBUQUE BANK & TRUST CO 37 6,000 0.00%
23 Glassman Wealth Services 39 6,000 0.00%
24 HOWE & RUSLING INC 34 6,000 0.00%
25 ENTERPRISE FINANCIAL SERVICES CORP 55 9,000 0.00%
26 BENJAMIN F. EDWARDS & COMPANY, INC. 53 9,000 0.00%
27 WHITTIER TRUST CO OF NEVADA INC 55 9,000 0.00%
28 WESTPORT RESOURCES MANAGEMENT INC 55 9,000 0.00%
29 FIRST INTERSTATE BANK 60 10,000 0.00%
30 MEEDER ASSET MANAGEMENT INC 62 10,000 0.00%
31 DREMAN VALUE MANAGEMENT, L L C 66 11,000 0.00%
32 Global X Management CO LLC 68 11,000 0.00%
33 Perkins Coie Trust Co 75 12,000 0.00%
34 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 75 12,000 0.00%
35 Timber Creek Capital Management LLC 75 12,000 0.00%
36 ROYAL LONDON ASSET MANAGEMENT LTD 2,173,418 13,000 0.00%
37 CUTLER GROUP LLC / CA 1,700 14,000 0.00% Call
38 ROCKEFELLER FINANCIAL SERVICES INC 96 16,000 0.00%
39 TREDJE AP-FONDEN 100 17,000 0.00%
40 CWM, LLC 107 17,000 0.00%
41 Ledyard National Bank 112 18,000 0.00%
42 D.A. DAVIDSON & CO. 119 18,000 0.00%
43 CENTRAL TRUST Co 114 19,000 0.00%
44 QUADRANT CAPITAL GROUP LLC 144 19,000 0.00%
45 Creative Planning 126 20,000 0.00%
46 People's United Financial, Inc. 131 21,000 0.00%
47 WHITTIER TRUST CO 135 22,000 0.00%
48 HIGH POINT BANK & TRUST CO 143 23,000 0.00%
49 MSI Financial Services Inc 157 25,000 0.00%
50 MCF Advisors LLC 169 27,000 0.00%
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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.