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Regency Energy Partners
Regency Energy Partners. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 20 Institutional holders with a total value of $144,310,920.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 EAGLE GLOBAL ADVISORS LLC 3,732,427 121,752,000 84.37%
2 Bollard Group LLC 150,422 4,907,000 3.40%
3 BURNHAM ASSET MANAGEMENT CORP /NY/ 86,275 2,814,000 1.95%
4 Advisors Capital Management, LLC 64,615 2,108,000 1.46%
5 Hollow Brook Wealth Management LLC 60,812 1,984,000 1.37%
6 Banyan Partners, LLC 50,240 1,639,000 1.14%
7 PARSONS CAPITAL MANAGEMENT INC/RI 49,185 1,605,000 1.11%
8 J.P. Morgan Private Wealth Advisors LLC 44,729 1,459,000 1.01%
9 Belmont Global Advisors, Inc. 43,368 1,415,000 0.98%
10 CATAWBA CAPITAL MANAGEMENT /VA 28,786 939,000 0.65%
11 Huntington Steele LLC 26,520 865,000 0.60%
12 Barnett & Company, Inc. 18,833 614,000 0.43%
13 FIDUCIARY ASSET MANAGEMENT LLC 17,645 576,000 0.40%
14 FRANKLIN STREET ADVISORS INC /NC 10,200 333,000 0.23%
15 FOUNDATION RESOURCE MANAGEMENT INC 10,000 326,000 0.23%
16 Veritable, L.P. 8,616 281,000 0.19%
17 GAMBLE JONES INVESTMENT COUNSEL 11,582 278,000 0.19%
18 FIRST FOUNDATION ADVISORS 6,582 215,000 0.15%
19 Pinnacle Holdings, LLC 3,523 114,920 0.08% SH
20 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 2,646 86,000 0.06%

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.