Boenning & Scattergood Inc

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Boenning & Scattergood Inc
CRD #100
SEC #801-68111
CIK #0000012933
AUM
Employees 76 (43% Investors, 91% Brokers)
Phone800-883-1212
AddressFour Tower Bridge, 200 Barr Harbor Drive
West Conshohocken, PA 19428
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($M)
120096072048024002005201120172024
CIK Period
0000012933
Sector Form 13F Holdings Value ($M)
Verizon Communications Inc 5.1
International Business Machines Corp 4.9
Broadcom Inc 4.9
United Parcel Service Inc 4.8
United Technologies Corp /DE/ 4.7
Costco Wholesale Corp /NEW 4.6
Cisco Systems Inc 4.5
Wells Fargo & Co/MN 4.5
AT&T Inc 4.2
FPL Group Inc 4.2
Bank of America Corp /DE/ 4.0
UnitedHealth Group Inc 3.9
Conocophillips 3.9
Honeywell International Inc 3.8
Emerson Electric Co 3.8
Accenture PLC 3.7
Danaher Corp /DE/ 3.6
Lilly Eli & Co 3.5
Bristol Myers Squibb Co 3.4
Enterprise Products Partners L P 3.2
Raymond James Financial Inc 3.1
Corning Inc /NY 3.0
Lowes Companies Inc 2.9
Schlumberger Ltd /NV/ 2.9
Ace Ltd 2.9
Walt Disney Co 2.8
Sysco Corp 2.8
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 604 212.1
(b) Individuals (high net worth individuals) 330 892.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 3 3.4
(h) Charitable organizations 15 30.6
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 9 19.1
(n) Other 0 0.0
Total 1,321 1,157.6
By Discretionary
Discretionary 974 920.8
Non-Discretionary 347 236.8
Total 1,321 1,157.6
By Non-United States Persons
Non-United States Persons 1.9
United States Persons 1,155.7
Total 1,321 1,157.6
Limited Partners2011 - 2025
New York State and Local Retirement System
Pennsylvania State Employees' Retirement System
EDGAR Form CIK 2011 - 2025
13F-HR [0000012933]
SC 13G [0000012933]
Form 13D/13G Filer Form 13D/13G Subject Filed
Boenning & Scattergood Inc Boenning & Scattergood Inc [2013-12-10]
Boenning & Scattergood Inc Boenning & Scattergood Inc [2013-11-13]
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