Who owns TORTOISE CAPITAL SERIES TRUS?
- Ticker: TNGY
- CUSIP Number: 890930209
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
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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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 4.4M | $40M | 6% | Dec 2025 |
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| D.A. Davidson & Co. | 4.1M | $37M | 7% | Dec 2025 |
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| Raymond James Financial | 2.2M | $20M | 0% | Dec 2025 |
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| UBS Group | 1.1M | $10M | 2% | Dec 2025 |
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| Baird Financial | 692k | $6.3M | -2% | Dec 2025 |
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| Burns Wealth Management | 550k | $5.0M | 2% | Dec 2025 |
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| Parkside Financial Bank & Trust | 534k | $4.8M | -2% | Dec 2025 |
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| Warren Averett Asset Management | 403k | $3.6M | -1% | Dec 2025 |
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| Royal Bank of Canada | 400k | $3.6M | -33% | Sep 2025 |
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| Captrust Financial Advisors | 379k | $3.4M | -7% | Dec 2025 |
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| Northern Trust | 367k | $3.3M | 0% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 260k | $2.3M | 0% | Dec 2025 |
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| Ignite Planners | 252k | $2.4M | 22% | Dec 2025 |
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| Lee Financial | 241k | $2.2M | -5% | Dec 2025 |
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| LPL Financial | 186k | $1.7M | 4% | Dec 2025 |
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| SCS Capital Management | 180k | $1.6M | 11% | Dec 2025 |
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| Mariner Wealth Advisors | 173k | $1.6M | -4% | Dec 2025 |
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| Roman Butler Fullerton & Co | 160k | $1.5M | 1% | Dec 2025 |
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| Ameriprise Financial | 157k | $1.4M | -74% | Dec 2025 |
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| Oppenheimer & Co | 153k | $1.4M | 4% | Dec 2025 |
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| Steward Partners Investment Advisory | 148k | $1.3M | 2% | Dec 2025 |
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| Davidson Trust | 129k | $1.2M | -5% | Dec 2025 |
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| HighTower Advisors | 127k | $1.1M | -1% | Dec 2025 |
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| MAI Wealth Advisors | 115k | $1.0M | -19% | Dec 2025 |
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| Alteri Wealth | 115k | $1.0B | -1% | Dec 2025 |
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| Commonwealth Equity Services | 111k | $1.0M | 2% | Dec 2025 |
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| Atlanta Consulting Group Advisors | 96k | $879k | 0% | Dec 2025 |
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| Advisor Group Holdings | 90k | $817k | 16% | Dec 2025 |
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| Merit Financial Group | 85k | $766k | -42% | Dec 2025 |
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| Onyx Bridge Wealth Group | 74k | $667k | -1% | Dec 2025 |
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| Bank Of The Ozarks | 68k | $610k | 0% | Dec 2025 |
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| Mount Yale Investment Advisors | 67k | $611k | 70% | Dec 2025 |
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| Legacy Capital Wealth Partners | 66k | $596k | 0% | Dec 2025 |
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| Cetera Investment Advisers | 62k | $561k | 1% | Dec 2025 |
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| Patriot Financial Group Insurance Agency | 61k | $550k | -3% | Dec 2025 |
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| Brown Brothers Harriman & Co. | 60k | $546k | 28% | Dec 2025 |
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| Vestmark Advisory Solutions | 55k | $501k | 41% | Dec 2025 |
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| Creative Planning | 55k | $496k | 0% | Dec 2025 |
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| Visionary Wealth Advisors | 48k | $432k | -49% | Dec 2025 |
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| Citadel Advisors | 47k | $426k | 100% | Sep 2025 |
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| Pnc Financial Services | 45k | $410k | 0% | Dec 2025 |
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| Lido Advisors | 45k | $408k | 0% | Dec 2025 |
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| Clear Harbor Asset Management | 44k | $398k | 0% | Dec 2025 |
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| IFG Advisory | 39k | $351k | 0% | Dec 2025 |
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| Rsm Us Wealth Management | 37k | $340k | 0% | Dec 2025 |
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| Nbc Securities | 27k | $245k | 21% | Dec 2025 |
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| Us Bancorp | 27k | $240k | 100% | Dec 2025 |
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| Stifel Financial | 26k | $238k | 0% | Dec 2025 |
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| Moneta Group Investment Advisors | 26k | $234k | 0% | Dec 2025 |
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| Goss Wealth Management | 25k | $222k | 50% | Dec 2025 |
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| Zrc Wealth Management | 24k | $217k | -2% | Dec 2025 |
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| IHT Wealth Management | 23k | $208k | 0% | Dec 2025 |
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| Ofc Financial Planning | 22k | $200k | 0% | Dec 2025 |
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| Park Avenue Securities | 20k | $179k | 0% | Dec 2025 |
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| Cannon Wealth Management Services | 20k | $178k | -55% | Dec 2025 |
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| Carson Advisory | 20k | $178k | 0% | Dec 2025 |
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| Investment Research Partners | 18k | $161k | 0% | Dec 2025 |
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| Plan | 18k | $160k | -29% | Dec 2025 |
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| Stratos Wealth Partners | 17k | $156k | 100% | Dec 2025 |
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| Drive Wealth Management | 17k | $154k | -11% | Dec 2025 |
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| Mml Investors Services | 17k | $150k | 100% | Dec 2025 |
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| Qrg Capital Management | 15k | $133k | 100% | Dec 2025 |
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| Cm Wealth Advisors | 15k | $134k | -6% | Dec 2025 |
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| Pine Valley Investments Ltd Liability | 14k | $129k | 0% | Dec 2025 |
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| Canvas Wealth Advisors | 14k | $127k | 0% | Dec 2025 |
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| Cambridge Investment Research Advisors | 13k | $118k | 14% | Dec 2025 |
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| Meridian Financial Partners | 12k | $114k | 0% | Dec 2025 |
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| Victory Financial Group | 11k | $102k | 0% | Dec 2025 |
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| Beckerman Institutional | 11k | $101k | 0% | Dec 2025 |
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| Mercer Global Advisors | 11k | $101k | 100% | Dec 2025 |
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| Brian McDonald | 10k | $92k | -17% | Dec 2025 |
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| Jpmorgan Chase & Co | 8.2k | $74k | 100% | Sep 2025 |
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| Financial Gravity Wealth | 7.5k | $68k | 0% | Dec 2025 |
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| Pin Oak Investment Advisors | 5.1k | $49k | 0% | Dec 2025 |
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| Atlantic Trust | 3.6k | $32k | 0% | Dec 2025 |
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| AlphaCore Capital | 3.4k | $31k | 100% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 2.7k | $24k | 0% | Dec 2025 |
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| Tucker Asset Management | 1.9k | $17k | 100% | Dec 2025 |
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| Wells Fargo & Company | 1.8k | $16k | -89% | Dec 2025 |
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| Larson Financial Group | 1.6k | $14k | 0% | Dec 2025 |
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| Nova Wealth Management | 772.00 | $7.0k | 100% | Dec 2025 |
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Who sold out of Tortoise Capital Series Trus?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kovitz Investment Group Partners | Sep 2025 | 705k | $6.4M |
| Integrated Investment Consultants | Sep 2025 | 43k | $388k |