Who owns TORTOISE GLOBAL WATER FUND?

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Analyze quarterly positions in Tortoise Global Water Fund with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Tortoise Global Water Fund stock

Who bought or sold TORTOISE GLOBAL WATER FUND this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
WCG Wealth Advisors 68k $3.4M 422% Dec 2025
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Harel Insurance Investments & Financial Services 41k $2.1M 41% Dec 2025
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Thrivent Financial for Lutherans 36k $1.9M 100% Dec 2025
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Hilltop Holdings 24k $1.2M 100% Dec 2025
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Meramec Financial Planners 20k $1.1M 100% Dec 2025
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Phoenix Wealth Advisors 18k $930k 0% Dec 2025
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LPL Financial 17k $879k 1% Dec 2025
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Equitable Holdings 16k $816k 7% Dec 2025
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Raymond James Financial 15k $784k 2% Dec 2025
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Natural Investments 14k $714k 100% Dec 2025
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Mariner Wealth Advisors 13k $642k 0% Dec 2025
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Citadel Advisors 9.8k $523k 100% Sep 2025
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Signature Estate and Investment Advisors 8.8k $445k 0% Dec 2025
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Captrust Financial Advisors 8.7k $444k 4% Dec 2025
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Atlantic Trust 8.4k $427k 0% Dec 2025
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Flow Traders US 6.6k $335k 27% Dec 2025
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Colony 6.3k $323k -41% Dec 2025
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CLS Investments 5.7k $289k -22% Dec 2025
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Cetera Investment Advisers 4.9k $248k 30% Dec 2025
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Menora Mivtachim Holdings 4.5k $230k 100% Dec 2025
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Octavia Wealth Advisors 3.9k $206k 0% Dec 2025
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Advisor Group Holdings 1.6k $83k -76% Dec 2025
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Key FInancial 1.6k $80k 0% Dec 2025
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Hazlett, Burt & Watson 1.4k $66k 0% Dec 2025
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Summit Investment Advisors 1.4k $69k 0% Dec 2025
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North Star Investment Management 1.3k $67k 0% Dec 2025
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UBS Group 1.2k $62k -89% Dec 2025
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CWM 916.00 $47k -34% Dec 2025
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FMR 737.00 $39k 100% Sep 2025
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Nbc Securities 730.00 $37k 0% Dec 2025
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WFA of San Diego 686.00 $35k 0% Dec 2025
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Parallel Advisors 320.00 $16k 0% Dec 2025
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Global Retirement Partners 303.00 $15k 0% Dec 2025
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Farther Finance Advisors 178.00 $9.0k 100% Dec 2025
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Millstone Evans Group 150.00 $7.6k 100% Dec 2025
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Smartleaf Asset Management 68.00 $3.6k 0% Dec 2025
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International Assets Investment Management 50.00 $2.5k 100% Dec 2025
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Wolff Wiese Magana 25.00 $1.3k 25% Dec 2025
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Tradewinds Capital Management 10.00 $532.000000 0% Dec 2025
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Wells Fargo & Company 1.00 $39.000000 0% Dec 2025
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Who sold out of Tortoise Global Water Fund?

Fund or Company Name Date Sold Shares Held Valued At
Gts Securities Sep 2025 25k $1.3M
Envestnet Asset Management Sep 2025 12k $656k
Virtu Financial Sep 2025 4.8k $257k
GPS Wealth Strategies Group Sep 2025 474.00 $25k