Who owns TORTOISE CAPITAL SERIES TRUS?
- Ticker: TNGY
- CUSIP Number: 890930209
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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 | 4.1M | $37M | 5% | Sep 2025 |
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| D.A. Davidson & Co. | 3.8M | $35M | 5% | Sep 2025 |
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| Raymond James Financial | 2.2M | $20M | -8% | Sep 2025 |
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| UBS Group | 1.1M | $9.9M | 1% | Sep 2025 |
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| Baird Financial | 708k | $6.4M | -12% | Sep 2025 |
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| Kovitz Investment Group Partners | 705k | $6.4M | 100% | Sep 2025 |
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| Ameriprise Financial | 591k | $5.4M | -41% | Sep 2025 |
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| Parkside Financial Bank & Trust | 548k | $5.0M | -3% | Sep 2025 |
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| Burns Wealth Management | 540k | $4.9M | -2% | Sep 2025 |
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| Captrust Financial Advisors | 408k | $3.7M | -2% | Sep 2025 |
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| Warren Averett Asset Management | 406k | $3.7M | -3% | Sep 2025 |
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| Royal Bank of Canada | 400k | $3.6M | -33% | Sep 2025 |
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| Northern Trust | 367k | $3.3M | 0% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 259k | $2.4M | 5% | Sep 2025 |
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| Lee Financial | 253k | $2.3M | -35% | Sep 2025 |
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| Ignite Planners | 206k | $1.9M | -6% | Sep 2025 |
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| Mariner Wealth Advisors | 179k | $1.6M | -10% | Sep 2025 |
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| LPL Financial | 179k | $1.6M | 0% | Sep 2025 |
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| SCS Capital Management | 161k | $1.5M | -1% | Sep 2025 |
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| Roman Butler Fullerton & Co | 159k | $1.4M | 2% | Sep 2025 |
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| Oppenheimer & Co | 148k | $1.3M | 3% | Sep 2025 |
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| Merit Financial Group | 146k | $1.3M | 86% | Sep 2025 |
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| Steward Partners Investment Advisory | 146k | $1.3M | 4% | Sep 2025 |
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| MAI Wealth Advisors | 141k | $1.3M | -1% | Sep 2025 |
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| Davidson Trust | 136k | $1.2M | 8% | Sep 2025 |
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| HighTower Advisors | 129k | $1.2M | -1% | Sep 2025 |
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| Alteri Wealth | 115k | $1.0B | -21% | Sep 2025 |
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| Morgan Stanley | 111k | $1.0M | 100% | Jun 2025 |
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| Commonwealth Equity Services | 109k | $987k | -1% | Sep 2025 |
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| Atlanta Consulting Group Advisors | 96k | $871k | 0% | Sep 2025 |
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| Visionary Wealth Advisors | 94k | $853k | -2% | Sep 2025 |
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| Advisor Group Holdings | 78k | $707k | 2% | Sep 2025 |
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| Onyx Bridge Wealth Group | 75k | $678k | 1% | Sep 2025 |
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| Bank Of The Ozarks | 68k | $612k | -31% | Sep 2025 |
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| Legacy Capital Wealth Partners | 66k | $598k | 1% | Sep 2025 |
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| Patriot Financial Group Insurance Agency | 63k | $569k | -2% | Sep 2025 |
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| Cetera Investment Advisers | 62k | $559k | 3% | Sep 2025 |
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| Creative Planning | 55k | $498k | 0% | Sep 2025 |
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| Brown Brothers Harriman & Co. | 47k | $427k | 100% | Sep 2025 |
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| Citadel Advisors | 47k | $426k | 100% | Sep 2025 |
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| Pnc Financial Services | 45k | $411k | -1% | Sep 2025 |
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| Lido Advisors | 45k | $408k | 1% | Sep 2025 |
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| Clear Harbor Asset Management | 44k | $399k | -3% | Sep 2025 |
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| Cannon Wealth Management Services | 44k | $398k | -1% | Sep 2025 |
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| Integrated Investment Consultants | 43k | $388k | 0% | Sep 2025 |
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| Mount Yale Investment Advisors | 39k | $355k | 100% | Sep 2025 |
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| Vestmark Advisory Solutions | 39k | $355k | 100% | Sep 2025 |
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| IFG Advisory | 39k | $352k | 0% | Sep 2025 |
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| Rsm Us Wealth Management | 37k | $338k | 0% | Sep 2025 |
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| Stifel Financial | 26k | $239k | -13% | Sep 2025 |
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| Moneta Group Investment Advisors | 26k | $235k | -30% | Sep 2025 |
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| Plan | 25k | $226k | 1% | Sep 2025 |
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| Zrc Wealth Management | 24k | $221k | 1% | Sep 2025 |
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| IHT Wealth Management | 23k | $209k | 0% | Sep 2025 |
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| Nbc Securities | 23k | $204k | 1% | Sep 2025 |
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| Ofc Financial Planning | 22k | $201k | 0% | Sep 2025 |
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| Carson Advisory | 20k | $179k | 100% | Sep 2025 |
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| Park Avenue Securities | 20k | $179k | 100% | Sep 2025 |
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| Drive Wealth Management | 19k | $171k | -2% | Sep 2025 |
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| Investment Research Partners | 18k | $158k | 100% | Sep 2025 |
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| Wells Fargo & Company | 16k | $149k | 7% | Sep 2025 |
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| Goss Wealth Management | 16k | $149k | -60% | Sep 2025 |
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| Cm Wealth Advisors | 16k | $141k | 0% | Sep 2025 |
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| Canvas Wealth Advisors | 14k | $128k | 0% | Sep 2025 |
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| Meridian Financial Partners | 12k | $113k | 0% | Sep 2025 |
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| Brian McDonald | 12k | $112k | 100% | Sep 2025 |
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| Cambridge Investment Research Advisors | 12k | $104k | -16% | Sep 2025 |
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| Victory Financial Group | 11k | $102k | 0% | Sep 2025 |
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| Beckerman Institutional | 11k | $101k | 0% | Sep 2025 |
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| Jpmorgan Chase & Co | 8.2k | $74k | 100% | Sep 2025 |
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| Financial Gravity Companies | 7.5k | $69k | 100% | Jun 2025 |
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| Financial Gravity Wealth | 7.5k | $69k | 100% | Sep 2025 |
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| Pin Oak Investment Advisors | 5.1k | $47k | 100% | Sep 2025 |
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| Atlantic Trust | 3.6k | $32k | 1% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 2.7k | $24k | 0% | Sep 2025 |
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| Larson Financial Group | 1.6k | $14k | 0% | Sep 2025 |
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Who sold out of Tortoise Capital Series Trus?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Gts Securities | Jun 2025 | 122k | $1.1M |
| Jane Street | Jun 2025 | 56k | $514k |