Who owns TORTOISE ESSENT ASSTS INC?

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Analyze quarterly positions in Tortoise Essent Assts with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Tortoise Essent Assts stock

Who bought or sold TORTOISE ESSENT ASSTS INC this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Atlas Wealth 989k $12B 100% Jun 2024
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Saba Capital Management 871k $10M 0% Jun 2024
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Morgan Stanley 391k $4.5M -16% Jun 2024
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Bank of America Corporation 273k $3.6M 4% Sep 2024
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Eagle Bluffs Wealth Management 268k $3.5M 3% Sep 2024
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Janney Montgomery Scott 257k $3.3M -3% Sep 2024
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Deschutes Portfolio Strategy 227k $3.0M 0% Sep 2024
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Private Advisor 145k $1.9M 5% Sep 2024
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Logan Stone Capital 114k $1.5M -41% Sep 2024
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Thomas J. Herzfeld Advisors 113k $1.5M 802% Sep 2024
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Abundance Wealth Counselors 108k $1.4M -13% Sep 2024
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Cambridge Investment Research Advisors 99k $1.3M 0% Sep 2024
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Raymond James & Associates 97k $1.3M -10% Sep 2024
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Sanctuary Advisors 88k $1.1M 12% Sep 2024
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HPM Partners 82k $1.1M -17% Sep 2024
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Royal Bank of Canada 77k $1.2M -13% Sep 2024
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Oppenheimer & Co 61k $799k -13% Sep 2024
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D.A. Davidson & Co. 46k $534k -12% Jun 2024
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Advisor Group Holdings 44k $571k -24% Sep 2024
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Blue Bell Private Wealth Management 41k $530k 356% Sep 2024
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Wealth Alliance 40k $519k 0% Sep 2024
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Wells Fargo & Company 32k $417k 0% Sep 2024
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LPL Financial 28k $370k -28% Sep 2024
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Branch Banking & Trust Company 25k $287k -1% Jun 2024
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Mariner Wealth Advisors 22k $283k 0% Sep 2024
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Aristides Capital 21k $273k 0% Sep 2024
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Hilltop Holdings 20k $260k 0% Sep 2024
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Tortoise Capital Advisors 19k $253k 0% Sep 2024
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Consolidated Portfolio Review Corp 15k $173k 19% Jun 2024
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Flagship Harbor Advisors 15k $195k 32% Sep 2024
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Kovack Advisors 15k $192k 2% Sep 2024
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Atria Wealth Solutions 13k $173k -5% Sep 2024
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National Asset Management 13k $172k 0% Sep 2024
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Wealth Enhancement Advisory Services 13k $144k -6% Jun 2024
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Ameritas Advisory Services 12k $151k 0% Sep 2024
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Beckerman Institutional 10k $134k 100% Sep 2024
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Quarry 7.4k $85k 0% Jun 2024
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Bryn Mawr Trust 4.8k $62k 100% Sep 2024
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Brown Brothers Harriman & Co. 4.4k $51k 100% Jun 2024
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Hartland & Co 1.6k $21k 2% Sep 2024
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Bessemer 312.00 $4.0k 12% Sep 2024
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Covestor 207.00 $3.0k -6% Sep 2024
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Parallel Advisors 189.00 $2.5k 2% Sep 2024
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Tower Research Capital 59.00 $679.001500 18% Jun 2024
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Brian McDonald 40.00 $522.000000 -22% Sep 2024
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Who sold out of Tortoise Essent Assts?

Fund or Company Name Date Sold Shares Held Valued At
Wolverine Asset Management Jun 2024 131k $1.5M
Shaker Financial Services Jun 2024 119k $1.4M
Landscape Capital Management Jun 2024 45k $513k
Millennium Management Jun 2024 19k $215k
Kayne Anderson Capital Advisors, L.p Jun 2024 19k $214k
Fountainhead AM Jun 2024 17k $194k
Cassaday & Co Wealth Management Jun 2024 13k $155k
PFG Investments Mar 2024 13k $149k
Jpmorgan Chase & Co Jun 2024 13k $144k