Who owns TORTOISE ESSENT ASSTS INC?
- Ticker: TEAF
- CUSIP Number: 27901f109
Tip: Access positions for across all investors
Analyze quarterly positions in Tortoise Essent Assts with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 | 871k | $10M | 0% | Dec 2023 |
|
| Raymond James & Associates | 595k | $7.0M | 35% | Dec 2023 |
|
| Bank of America Corporation | 349k | $4.1M | -7% | Dec 2023 |
|
| Eagle Bluffs Wealth Management | 218k | $2.5M | -9% | Dec 2023 |
|
| Janney Montgomery Scott | 186k | $2.2M | -7% | Dec 2023 |
|
| Deschutes Portfolio Strategy | 180k | $2.1M | 190% | Dec 2023 |
|
| Logan Stone Capital | 103k | $1.2M | 207% | Dec 2023 |
|
| Cambridge Investment Research Advisors | 101k | $1.2M | 5% | Dec 2023 |
|
| Abundance Wealth Counselors | 100k | $1.2M | -5% | Dec 2023 |
|
| HPM Partners | 98k | $1.2M | 0% | Dec 2023 |
|
| Royal Bank of Canada | 70k | $823k | -1% | Dec 2023 |
|
| Advisor Group Holdings | 65k | $762k | -52% | Dec 2023 |
|
| Shaker Financial Services | 56k | $659k | 122% | Dec 2023 |
|
| Private Advisor | 53k | $621k | 0% | Dec 2023 |
|
| UBS Group | 50k | $589k | -4% | Dec 2023 |
|
| D.A. Davidson & Co. | 43k | $504k | 8% | Dec 2023 |
|
| Wealth Alliance | 40k | $465k | 0% | Dec 2023 |
|
| Branch Banking & Trust Company | 38k | $445k | -20% | Dec 2023 |
|
| Wolverine Asset Management | 37k | $431k | 100% | Dec 2023 |
|
| Landscape Capital Management | 35k | $410k | 100% | Dec 2023 |
|
| Wells Fargo & Company | 33k | $383k | 12% | Dec 2023 |
|
| Mutual Advisors | 32k | $379k | 100% | Dec 2023 |
|
| Clough Capital Partners | 32k | $372k | -20% | Dec 2023 |
|
| Millennium Management | 25k | $291k | -56% | Dec 2023 |
|
| Mariner Wealth Advisors | 22k | $254k | 0% | Dec 2023 |
|
| Kayne Anderson Capital Advisors, L.p | 19k | $218k | 0% | Dec 2023 |
|
| Hilltop Holdings | 18k | $207k | 0% | Dec 2023 |
|
| Wealth Enhancement Advisory Services | 13k | $157k | -40% | Mar 2024 |
|
| National Asset Management | 13k | $152k | 8% | Dec 2023 |
|
| Consolidated Portfolio Review Corp | 13k | $147k | 100% | Dec 2023 |
|
| Jpmorgan Chase & Co | 13k | $146k | 100% | Dec 2023 |
|
| Atria Wealth Solutions | 12k | $145k | -15% | Dec 2023 |
|
| Flagship Harbor Advisors | 11k | $134k | -28% | Mar 2024 |
|
| Kovack Advisors | 11k | $131k | 100% | Dec 2023 |
|
| Almitas Capital | 10k | $121k | -68% | Dec 2023 |
|
| Thomas J. Herzfeld Advisors | 7.9k | $93k | -17% | Dec 2023 |
|
| Quarry | 7.4k | $87k | 0% | Dec 2023 |
|
| Blue Bell Private Wealth Management | 5.8k | $68k | 481% | Dec 2023 |
|
| Hartland & Co | 1.9k | $23k | 100% | Dec 2023 |
|
| Bessemer | 229.00 | $3.0k | -34% | Dec 2023 |
|
| Covestor | 193.00 | $2.0k | 21% | Dec 2023 |
|
| Gradient Investments | 108.00 | $1.3k | 100% | Dec 2023 |
|
| Parallel Advisors | 29.00 | $344.000900 | 4% | Dec 2023 |
|
Who sold out of Tortoise Essent Assts?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Atlas Wealth | Sep 2023 | 1.1M | $13B |
| Advisors Asset Management | Sep 2023 | 111k | $1.3M |
| Change Path | Sep 2023 | 34k | $411k |
| Sowell Financial Services | Sep 2023 | 20k | $236k |
| Chicago Partners Investment | Sep 2023 | 16k | $178k |
| HighTower Advisors | Sep 2023 | 14k | $173k |
| Ameritas Advisory Services | Sep 2023 | 12k | $133k |