Who owns TORTOISE CAPITAL SERIES TRUS?
- Ticker: TCAI
- CUSIP Number: 890930803
Tip: Access positions for across all investors
Analyze quarterly positions in Tortoise Capital Series Trus with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Tortoise Capital Series Trus stock
Who bought or sold TORTOISE CAPITAL SERIES TRUS this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Capital Investment Advisory Services | 115k | $6.4M | 100% | Jun 2026 |
|
| Sterneck Capital Management | 102k | $5.7M | -17% | Jun 2026 |
|
| Jane Street | 90k | $5.0M | -55% | Jun 2026 |
|
| BIP Wealth | 81k | $4.5M | 447% | Jun 2026 |
|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 76k | $4.3M | 112% | Jun 2026 |
|
| Summit Financial | 60k | $3.4M | 100% | Jun 2026 |
|
| Parallel Advisors | 55k | $3.1M | -14% | Jun 2026 |
|
| HighTower Advisors | 55k | $3.1M | 181% | Jun 2026 |
|
| Gts Securities | 51k | $2.8M | 96% | Jun 2026 |
|
| WT Wealth Management | 45k | $2.5M | 100% | Jun 2026 |
|
| Farther Finance Advisors | 42k | $2.3M | 100% | Jun 2026 |
|
| Mml Investors Services | 41k | $2.3M | 100% | Jun 2026 |
|
| VestGen Advisors | 39k | $2.2M | 100% | Jun 2026 |
|
| Atria Investments | 32k | $1.8M | -7% | Jun 2026 |
|
| IHT Wealth Management | 32k | $1.8M | -7% | Jun 2026 |
|
| Per Stirling Capital Management | 29k | $1.6M | 100% | Jun 2026 |
|
| Integrated Wealth Concepts | 19k | $1.1M | 100% | Jun 2026 |
|
| BKD Wealth Advisors | 18k | $984k | 0% | Jun 2026 |
|
| Savvy Advisors | 16k | $918k | 13% | Jun 2026 |
|
| Sontag Advisory | 16k | $900k | 100% | Jun 2026 |
|
| Mariner Wealth Advisors | 14k | $801k | 19% | Jun 2026 |
|
| Integrity Alliance | 12k | $679k | 100% | Jun 2026 |
|
| Barnes Pettey Financial Advisors | 12k | $643k | 100% | Jun 2026 |
|
| Citadel Advisors | 11k | $619k | 100% | Jun 2026 |
|
| Envestnet Asset Management | 8.4k | $467k | 100% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 8.2k | $459k | 100% | Jun 2026 |
|
| Wealth Enhancement Advisory Services | 8.2k | $423k | 100% | Jun 2026 |
|
| Mission Wealth Management | 8.1k | $454k | 100% | Jun 2026 |
|
| GM Advisory | 7.9k | $274k | 100% | Mar 2026 |
|
| Branch Banking & Trust Company | 5.9k | $291k | 100% | Jun 2026 |
|
| Susquehanna International | 5.5k | $309k | 100% | Jun 2026 |
|
| Crusonia Wealth Advisors | 5.4k | $300k | 100% | Jun 2026 |
|
| Summit Financial Consulting | 5.3k | $299k | 100% | Jun 2026 |
|
| Independent Financial Group | 5.3k | $298k | 100% | Jun 2026 |
|
| Roth Financial Partners | 5.3k | $296k | 100% | Jun 2026 |
|
| Sandy Cove Advisors | 5.0k | $280k | 100% | Jun 2026 |
|
| Sound View Wealth Advisors Group | 4.0k | $225k | 100% | Jun 2026 |
|
| Smith & Howard Wealth Management | 3.8k | $215k | 100% | Jun 2026 |
|
| Rsm Us Wealth Management | 3.8k | $214k | 100% | Jun 2026 |
|
| Hollencrest Securities | 2.0k | $109k | -16% | Jun 2026 |
|
| Advisor Group Holdings | 1.8k | $101k | 0% | Jun 2026 |
|
| CWM | 1.8k | $61k | 0% | Mar 2026 |
|
| JNBA Financial Advisors | 976.00 | $55k | 0% | Jun 2026 |
|
| Wells Fargo & Company | 605.00 | $34k | 100% | Jun 2026 |
|
| Creative Financial Designs | 436.00 | $24k | 100% | Jun 2026 |
|
| Royal Bank of Canada | 200.00 | $11k | 100% | Jun 2026 |
|
| Harbour Investments | 135.00 | $7.5k | 0% | Jun 2026 |
|
| UBS Group | 86.00 | $4.8k | -11% | Jun 2026 |
|
| CoreCap Advisors | 75.00 | $4.2k | 0% | Jun 2026 |
|
| International Assets Investment Management | 60.00 | $3.2k | 100% | Jun 2026 |
|
| Aspect Partners | 41.00 | $2.3k | 156% | Jun 2026 |
|
| Signature | 31.00 | $1.7k | 0% | Jun 2026 |
|
Who sold out of Tortoise Capital Series Trus?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Evergreen Wealth Solutions | Mar 2026 | 6.2k | $215k |