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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 11M | $113M | 100% | Mar 2026 |
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| Envestnet Asset Management | 4.5M | $47M | 3% | Mar 2026 |
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| D.A. Davidson & Co. | 4.2M | $44M | 4% | Mar 2026 |
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| Raymond James Financial | 2.2M | $20M | 0% | Dec 2025 |
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| UBS Group | 1.1M | $12M | 0% | Mar 2026 |
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| Baird Financial | 692k | $6.3M | -2% | Dec 2025 |
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| LPL Financial | 568k | $5.9M | 206% | Mar 2026 |
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| Burns Wealth Management | 554k | $5.8M | 1% | Mar 2026 |
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| Parkside Financial Bank & Trust | 533k | $5.6M | 0% | Mar 2026 |
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| Royal Bank of Canada | 483k | $5.0M | 21% | Mar 2026 |
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| Warren Averett Asset Management | 403k | $3.6M | -1% | Dec 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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| Ignite Planners | 258k | $2.7M | 2% | Mar 2026 |
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| Lee Financial | 211k | $2.2M | -12% | Mar 2026 |
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| SCS Capital Management | 178k | $1.9M | -1% | Mar 2026 |
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| Mariner Wealth Advisors | 173k | $1.8M | 0% | Mar 2026 |
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| Roman Butler Fullerton & Co | 157k | $1.6M | -2% | Mar 2026 |
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| Oppenheimer & Co | 155k | $1.6M | 1% | Mar 2026 |
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| Steward Partners Investment Advisory | 153k | $1.6M | 3% | Mar 2026 |
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| Independent Financial Group | 131k | $1.4M | -10% | Mar 2026 |
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| HighTower Advisors | 127k | $1.3M | 0% | Mar 2026 |
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| Patriot Financial Group Insurance Agency | 119k | $1.2M | 96% | Mar 2026 |
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| MAI Wealth Advisors | 117k | $1.2M | 2% | Mar 2026 |
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| Alteri Wealth | 117k | $1.2B | 2% | Mar 2026 |
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| Commonwealth Equity Services | 115k | $1.2M | 4% | Mar 2026 |
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| Davidson Trust | 112k | $1.2M | -13% | Mar 2026 |
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| Morgan Stanley | 110k | $1.1M | -8% | Mar 2026 |
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| Atlanta Consulting Group Advisors | 96k | $1.0M | 0% | Mar 2026 |
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| Advisor Group Holdings | 90k | $817k | 16% | Dec 2025 |
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| Ameriprise Financial | 76k | $803k | -52% | Mar 2026 |
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| Onyx Bridge Wealth Group | 74k | $770k | 0% | Mar 2026 |
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| Merit Financial Group | 71k | $736k | -17% | Mar 2026 |
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| Bank Of The Ozarks | 68k | $704k | 0% | Mar 2026 |
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| Mount Yale Investment Advisors | 67k | $696k | 0% | Mar 2026 |
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| Legacy Capital Wealth Partners | 66k | $596k | 0% | Dec 2025 |
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| Cetera Investment Advisers | 61k | $634k | -2% | Mar 2026 |
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| Brown Brothers Harriman & Co. | 60k | $630k | 0% | Mar 2026 |
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| Vestmark Advisory Solutions | 55k | $578k | 0% | Mar 2026 |
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| Creative Planning | 55k | $572k | 0% | Mar 2026 |
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| Indivisible Partners | 52k | $540k | 100% | Mar 2026 |
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| Lido Advisors | 46k | $474k | 1% | Mar 2026 |
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| Pnc Financial Services | 45k | $473k | 0% | Mar 2026 |
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| Clear Harbor Asset Management | 44k | $460k | 0% | Mar 2026 |
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| Visionary Wealth Advisors | 41k | $431k | -14% | Mar 2026 |
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| Rsm Us Wealth Management | 37k | $389k | 0% | Mar 2026 |
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| Stifel Financial | 30k | $308k | 12% | Mar 2026 |
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| Goss Wealth Management | 28k | $295k | 15% | Mar 2026 |
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| Us Bancorp | 27k | $240k | 100% | Dec 2025 |
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| Moneta Group Investment Advisors | 26k | $270k | 0% | Mar 2026 |
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| IHT Wealth Management | 23k | $208k | 0% | Dec 2025 |
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| Zrc Wealth Management | 23k | $235k | -6% | Mar 2026 |
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| Ofc Financial Planning | 22k | $231k | 0% | Mar 2026 |
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| Nbc Securities | 21k | $218k | -23% | Mar 2026 |
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| Carson Advisory | 20k | $205k | 0% | Mar 2026 |
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| Park Avenue Securities | 20k | $203k | -2% | Mar 2026 |
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| Cannon Wealth Management Services | 19k | $195k | -5% | Mar 2026 |
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| Plan | 18k | $183k | 2% | Mar 2026 |
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| Investment Research Partners | 18k | $185k | 0% | Mar 2026 |
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| Avail Investment Partners | 18k | $185k | 100% | Mar 2026 |
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| Medallion Wealth Advisors | 17k | $175k | 2% | Mar 2026 |
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| Drive Wealth Management | 15k | $160k | -8% | Mar 2026 |
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| Cm Wealth Advisors | 15k | $152k | 0% | Mar 2026 |
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| Pine Valley Investments Ltd Liability | 14k | $149k | 0% | Mar 2026 |
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| High Probability Advisors | 14k | $148k | 100% | Mar 2026 |
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| Canvas Wealth Advisors | 14k | $145k | 0% | Mar 2026 |
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| Cambridge Investment Research Advisors | 13k | $138k | 1% | Mar 2026 |
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| Meridian Financial Partners | 12k | $128k | 0% | Mar 2026 |
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| OpenArc Corporate Advisory | 12k | $120k | 100% | Mar 2026 |
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| Beckerman Institutional | 11k | $117k | 0% | Mar 2026 |
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| Tulsa Wealth Advisors | 11k | $117k | 100% | Mar 2026 |
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| Mercer Global Advisors | 11k | $116k | 0% | Mar 2026 |
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| Gladstone Institutional Advisory | 10k | $108k | 100% | Mar 2026 |
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| Fifth Third Bancorp | 10k | $106k | 100% | Mar 2026 |
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| Brian McDonald | 10k | $92k | -17% | Dec 2025 |
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| Financial Gravity Wealth | 7.5k | $79k | 0% | Mar 2026 |
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| Pin Oak Investment Advisors | 5.1k | $54k | 0% | Mar 2026 |
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| Atlantic Trust | 3.6k | $32k | 0% | Dec 2025 |
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| AlphaCore Capital | 3.4k | $36k | 0% | Mar 2026 |
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| Private Trust Co Na | 3.2k | $34k | 100% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 2.7k | $28k | 0% | Mar 2026 |
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| Wells Fargo & Company | 1.9k | $20k | 6% | Mar 2026 |
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| Tucker Asset Management | 1.9k | $17k | 100% | Dec 2025 |
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| Larson Financial Group | 1.6k | $14k | 0% | Dec 2025 |
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| Nova Wealth Management | 94.00 | $979.997000 | -88% | Mar 2026 |
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Who sold out of Tortoise Capital Series Trus?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 260k | $2.3M |
| IFG Advisory | Dec 2025 | 39k | $351k |
| Stratos Wealth Partners | Dec 2025 | 17k | $156k |
| Mml Investors Services | Dec 2025 | 17k | $150k |
| Qrg Capital Management | Dec 2025 | 15k | $133k |
| Victory Financial Group | Dec 2025 | 11k | $102k |
| Jpmorgan Chase & Co | Sep 2025 | 8.2k | $74k |