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EATON CORPORATION PLC
EATON CORPORATION PLC. Institutional holdings reported to the SEC.

Institutional Holders (2015Q2)
Portfolio Summary: 42 Institutional holders with a total value of $271,318,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SNOW CAPITAL MANAGEMENT LP 893,066 60,273,000 22.21%
2 Obermeyer Wealth Partners 608,967 41,099,000 15.15%
3 GMT CAPITAL CORP 421,100 28,420,000 10.47%
4 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 358,678 24,207,000 8.92%
5 ANCHOR CAPITAL ADVISORS LLC 261,224 17,630,000 6.50%
6 MEYER HANDELMAN CO 190,868 12,882,000 4.75%
7 LOMBARDIA CAPITAL PARTNERS LLC 171,774 11,593,000 4.27%
8 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 154,449 10,424,000 3.84%
9 MCRAE CAPITAL MANAGEMENT INC 128,128 8,647,000 3.19%
10 SVB WEALTH LLC 101,692 6,863,000 2.53%
11 BRIDGES INVESTMENT MANAGEMENT INC 100,697 6,795,000 2.50%
12 BRIDGES INVESTMENT COUNSEL INC/ 81,577 5,505,000 2.03%
13 BOURGEON CAPITAL MANAGEMENT LLC 61,525 4,152,000 1.53%
14 World Asset Management Inc 48,871 3,299,000 1.22%
15 CALDWELL & ORKIN INC 44,260 2,987,000 1.10%
16 Ascent Wealth Partners, LLC 39,994 2,700,000 1.00%
17 Sippican Capital Advisors 33,439 2,257,000 0.83%
18 CARRET ASSET MANAGEMENT, LLC 32,905 2,221,000 0.82%
19 Constellation Wealth Advisors, LLC 25,544 1,724,000 0.64%
20 Selway Asset Management 21,825 1,473,000 0.54%
21 Regent Investment Management LLC 21,014 1,418,000 0.52%
22 KCM INVESTMENT ADVISORS LLC 20,168 1,361,000 0.50%
23 Hamilton Point Investment Advisors, LLC 19,949 1,346,000 0.50%
24 ROTHSCHILD INVESTMENT LLC /IL 19,440 1,312,000 0.48%
25 RONALD BLUE & CO LLC 19,204 1,296,000 0.48%
26 Strategic Advisors LLC 18,319 1,236,000 0.46%
27 Ancora Advisors LLC 17,791 1,201,000 0.44%
28 SFE Investment Counsel 15,319 1,034,000 0.38%
29 Colonial Trust Advisors 12,337 833,000 0.31%
30 New England Research & Management, Inc. 12,075 815,000 0.30%
31 BOSTON FAMILY OFFICE LLC 11,180 755,000 0.28%
32 Lipe & Dalton 10,215 689,000 0.25%
33 Azimuth Capital Management LLC 9,162 618,000 0.23%
34 ArchPoint Investors 7,280 491,000 0.18%
35 Detwiler Fenton Investment Management LLC 4,686 316,000 0.12%
36 Lakeshore Capital, LLC 4,500 304,000 0.11%
37 JAMES INVESTMENT RESEARCH, INC. 4,500 304,000 0.11%
38 NICHOLS & PRATT ADVISERS LLP /MA 4,231 286,000 0.11%
39 CrestPoint Capital Management, LLC 3,600 243,000 0.09%
40 Geneva Advisors, LLC 3,430 231,000 0.09%
41 Hartford Financial Management Inc. 900 60,000 0.02%
42 QCI ASSET MANAGEMENT INC/NY 271 18,000 0.01%

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.