Who owns TORTOISE GLOBAL WATER FUND?
- Ticker: TBLU
- CUSIP Number: 890930407
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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 | 70k | $3.5M | 4% | Mar 2026 |
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| Harel Insurance Investments & Financial Services | 53k | $2.7M | 28% | Mar 2026 |
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| Thrivent Financial for Lutherans | 36k | $1.8M | 2% | Mar 2026 |
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| Hilltop Holdings | 24k | $1.2M | 100% | Dec 2025 |
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| Phoenix Wealth Advisors | 18k | $892k | -3% | Mar 2026 |
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| LPL Financial | 17k | $834k | -4% | Mar 2026 |
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| Equitable Holdings | 16k | $816k | 7% | Dec 2025 |
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| Meramec Financial Planners | 16k | $824k | -24% | Mar 2026 |
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| Raymond James Financial | 15k | $784k | 2% | Dec 2025 |
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| Envestnet Asset Management | 13k | $647k | 100% | Mar 2026 |
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| Mariner Wealth Advisors | 13k | $639k | 0% | Mar 2026 |
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| Natural Investments | 11k | $546k | -23% | Mar 2026 |
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| Signature Estate and Investment Advisors | 9.0k | $452k | 2% | Mar 2026 |
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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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| CIBC Bancorp USA | 8.4k | $424k | 100% | Mar 2026 |
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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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| Cetera Investment Advisers | 5.1k | $260k | 6% | Mar 2026 |
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| CLS Investments | 5.1k | $257k | -10% | Mar 2026 |
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| Menora Mivtachim Holdings | 4.0k | $203k | -11% | Mar 2026 |
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| Advisor Group Holdings | 1.6k | $83k | -76% | Dec 2025 |
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| Key FInancial | 1.6k | $79k | 0% | Mar 2026 |
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| Summit Investment Advisors | 1.4k | $70k | 3% | Mar 2026 |
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| Hazlett, Burt & Watson | 1.4k | $76k | 1% | Mar 2026 |
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| North Star Investment Management | 1.3k | $67k | 0% | Mar 2026 |
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| UBS Group | 997.00 | $50k | -18% | Mar 2026 |
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| CWM | 916.00 | $47k | -34% | Dec 2025 |
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| FMR | 737.00 | $38k | 0% | Dec 2025 |
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| WFA of San Diego | 686.00 | $35k | 0% | Mar 2026 |
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| Parallel Advisors | 320.00 | $16k | 0% | Mar 2026 |
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| Global Retirement Partners | 303.00 | $15k | 0% | Dec 2025 |
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| Farther Finance Advisors | 178.00 | $9.1k | 0% | Mar 2026 |
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| Millstone Evans Group | 150.00 | $7.6k | 0% | Mar 2026 |
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| Nbc Securities | 100.00 | $5.0k | -86% | Mar 2026 |
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| Smartleaf Asset Management | 68.00 | $3.6k | 0% | Dec 2025 |
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| International Assets Investment Management | 50.00 | $2.6k | 0% | Mar 2026 |
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| Parkside Financial Bank & Trust | 31.00 | $1.6k | 100% | Mar 2026 |
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| Wolff Wiese Magana | 25.00 | $1.3k | 0% | Mar 2026 |
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| Tradewinds Capital Management | 10.00 | $528.000000 | 0% | Mar 2026 |
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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 |
| Citadel Advisors | Sep 2025 | 9.8k | $523k |
| Virtu Financial | Sep 2025 | 4.8k | $257k |
| Octavia Wealth Advisors | Dec 2025 | 3.9k | $206k |
| GPS Wealth Strategies Group | Sep 2025 | 474.00 | $25k |