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
Saba Capital Management 1.5M $18M 0% Sep 2025
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Morgan Stanley 523k $13M 100% Jun 2025
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Sit Investment Associates 503k $5.9M 15% Sep 2025
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Pathstone Holdings 450k $5.3M 188% Sep 2025
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Thomas J. Herzfeld Advisors 235k $2.8M 20% Sep 2025
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Deschutes Portfolio Strategy 227k $2.7M 0% Sep 2025
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Eagle Bluffs Wealth Management 224k $2.6M 2% Sep 2025
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Private Advisor 163k $1.9M -23% Sep 2025
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Janney Montgomery Scott 138k $1.6M -3% Sep 2025
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Consolidated Portfolio Review Corp 138k $1.6M 229% Sep 2025
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Cambridge Investment Research Advisors 102k $1.2M 10% Sep 2025
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Castlekeep Investment Advisors 96k $1.1M -1% Sep 2025
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Absolute Investment Advisers 89k $1.0M 56% Sep 2025
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Blue Bell Private Wealth Management 83k $970k 7% Sep 2025
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Cohen & Steers Capital Management 75k $882k 100% Sep 2025
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Royal Bank of Canada 72k $818k 3% Sep 2025
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Investment Research Partners 71k $870k 100% Sep 2025
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Yakira Capital Management 67k $785k 100% Sep 2025
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UBS Group 58k $684k -46% Sep 2025
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Raymond James Financial 56k $655k 69% Sep 2025
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HPM Partners 55k $644k -33% Sep 2025
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D.A. Davidson & Co. 54k $637k 2% Sep 2025
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Invested Advisors 46k $559k 100% Sep 2025
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Advisor Group Holdings 44k $512k 0% Sep 2025
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RFG Advisory 43k $505k -13% Sep 2025
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Wolverine Asset Management 43k $503k 100% Sep 2025
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Oppenheimer & Co 41k $479k -28% Sep 2025
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Wealth Alliance 39k $456k 0% Sep 2025
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WCG Wealth Advisors 37k $429k -1% Sep 2025
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CSS 32k $377k 62% Sep 2025
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Quarry 29k $344k 42% Sep 2025
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NWF Advisory Services 25k $295k -26% Sep 2025
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Abundance Wealth Counselors 25k $290k -2% Sep 2025
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Wells Fargo & Company 21k $249k 27% Sep 2025
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Kovack Advisors 21k $243k 2% Sep 2025
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LPL Financial 21k $241k -26% Sep 2025
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Mariner Wealth Advisors 20k $754k 100% Sep 2025
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Tortoise Capital Advisors 19k $228k 0% Sep 2025
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Logan Stone Capital 19k $227k -2% Sep 2025
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Cetera Investment Advisers 18k $211k 15% Sep 2025
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Susquehanna International 17k $197k 100% Sep 2025
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Atria Wealth Solutions 13k $158k -4% Jun 2025
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Uhlmann Price Securities 12k $146k 2% Sep 2025
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Ameritas Advisory Services 12k $136k 344% Sep 2025
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K2 Principal Fund 11k $131k 0% Sep 2025
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Rockefeller Capital Management 8.5k $100k 100% Sep 2025
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Hartland & Co 343.00 $4.0k 2% Sep 2025
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Covestor 214.00 $3.0k 0% Sep 2025
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Brian McDonald 40.00 $470.000000 0% Sep 2025
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Who sold out of Tortoise Essent Assts?

Fund or Company Name Date Sold Shares Held Valued At
Almitas Capital Jun 2025 32k $385k
Aristides Capital Jun 2025 23k $282k
Hilltop Holdings Jun 2025 20k $239k
Millennium Management Jun 2025 19k $229k
Shaker Financial Services Jun 2025 15k $187k
Flagship Harbor Advisors Jun 2025 12k $142k
Bryn Mawr Trust Jun 2025 4.8k $58k
IFP Advisors Jun 2025 1.0k $12k