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
Download as csv
Download as Excel
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 | 10M | $100M | -5% | Jun 2026 |
|
| Envestnet Asset Management | 4.6M | $45M | 3% | Jun 2026 |
|
| D.A. Davidson & Co. | 4.5M | $47M | 3% | Sep 2026 |
|
| Raymond James Financial | 2.3M | $22M | 0% | Jun 2026 |
|
| UBS Group | 1.2M | $11M | 3% | Jun 2026 |
|
| LPL Financial | 724k | $7.0M | 28% | Jun 2026 |
|
| Baird Financial | 577k | $5.6M | -9% | Jun 2026 |
|
| Parkside Financial Bank & Trust | 543k | $5.8M | 2% | Sep 2026 |
|
| Royal Bank of Canada | 484k | $4.7M | 0% | Jun 2026 |
|
| Savant Capital Management | 400k | $4.1M | 100% | Jun 2026 |
|
| Warren Averett Asset Management | 393k | $3.8M | -3% | Jun 2026 |
|
| Captrust Financial Advisors | 379k | $3.7M | -1% | Jun 2026 |
|
| Northern Trust | 367k | $3.6M | 0% | Jun 2026 |
|
| First Heartland Consultants | 249k | $2.6M | 100% | Sep 2026 |
|
| Atria Investments | 240k | $2.5M | 100% | Sep 2026 |
|
| Lee Financial | 207k | $2.2M | -2% | Sep 2026 |
|
| SCS Capital Management | 178k | $1.8M | 0% | Jun 2026 |
|
| Mariner Wealth Advisors | 167k | $1.6M | -3% | Jun 2026 |
|
| Roman Butler Fullerton & Co | 156k | $1.8M | -2% | Sep 2026 |
|
| Wealth Enhancement Advisory Services | 155k | $1.8M | 80% | Sep 2026 |
|
| Oppenheimer & Co | 153k | $1.6M | 0% | Sep 2026 |
|
| HighTower Advisors | 128k | $1.2M | 1% | Jun 2026 |
|
| Alteri Wealth | 119k | $1.2B | 2% | Jun 2026 |
|
| MAI Wealth Advisors | 119k | $1.2M | 1% | Jun 2026 |
|
| Commonwealth Equity Services | 118k | $1.1M | 3% | Jun 2026 |
|
| Steward Partners Investment Advisory | 117k | $1.1M | -24% | Jun 2026 |
|
| Independent Financial Group | 114k | $1.2M | -4% | Sep 2026 |
|
| Davidson Trust | 105k | $1.1M | -14% | Sep 2026 |
|
| Atlanta Consulting Group Advisors | 96k | $932k | 0% | Jun 2026 |
|
| Onyx Bridge Wealth Group | 75k | $792k | 1% | Sep 2026 |
|
| Cetera Investment Advisers | 69k | $673k | 14% | Jun 2026 |
|
| Legacy Capital Wealth Partners | 69k | $732k | 1% | Sep 2026 |
|
| Bank Of The Ozarks | 68k | $656k | 0% | Jun 2026 |
|
| Lionsbridge Wealth Management | 67k | $705k | -8% | Sep 2026 |
|
| Mount Yale Investment Advisors | 67k | $646k | 0% | Jun 2026 |
|
| Merit Financial Group | 65k | $632k | -8% | Jun 2026 |
|
| Advisor Group Holdings | 65k | $630k | -30% | Jun 2026 |
|
| Gts Securities | 63k | $615k | 263% | Jun 2026 |
|
| Brown Brothers Harriman & Co. | 60k | $587k | 0% | Jun 2026 |
|
| Patriot Financial Group Insurance Agency | 60k | $634k | -1% | Sep 2026 |
|
| Ameriprise Financial | 56k | $548k | -26% | Jun 2026 |
|
| Vestmark Advisory Solutions | 55k | $536k | 0% | Jun 2026 |
|
| Creative Planning | 55k | $533k | 0% | Jun 2026 |
|
| Indivisible Partners | 52k | $553k | 0% | Sep 2026 |
|
| Lido Advisors | 46k | $444k | 1% | Jun 2026 |
|
| Pnc Financial Services | 45k | $440k | 0% | Jun 2026 |
|
| Clear Harbor Asset Management | 45k | $437k | 2% | Jun 2026 |
|
| Rsm Us Wealth Management | 37k | $395k | 0% | Sep 2026 |
|
| IFG Advisory | 36k | $346k | 100% | Jun 2026 |
|
| Visionary Wealth Advisors | 33k | $324k | -19% | Jun 2026 |
|
| Stifel Financial | 29k | $282k | -2% | Jun 2026 |
|
| Thor Investment Management | 28k | $294k | 0% | Sep 2026 |
|
| Moneta Group Investment Advisors | 26k | $251k | 0% | Jun 2026 |
|
| Essential Investment Partners | 25k | $269k | 100% | Sep 2026 |
|
| Susquehanna International | 24k | $229k | -68% | Jun 2026 |
|
| Goss Wealth Management | 23k | $226k | -18% | Jun 2026 |
|
| IHT Wealth Management | 23k | $224k | 0% | Jun 2026 |
|
| Ofc Financial Planning | 22k | $215k | 0% | Jun 2026 |
|
| Zrc Wealth Management | 20k | $213k | 0% | Sep 2026 |
|
| Fifth Third Bancorp | 20k | $192k | 94% | Jun 2026 |
|
| Carson Advisory | 20k | $191k | 0% | Jun 2026 |
|
| Park Avenue Securities | 19k | $206k | 0% | Sep 2026 |
|
| Wells Fargo & Company | 19k | $187k | 903% | Jun 2026 |
|
| Nbc Securities | 19k | $198k | 0% | Sep 2026 |
|
| Plan | 18k | $188k | 1% | Jun 2026 |
|
| Medallion Wealth Advisors | 17k | $165k | 1% | Jun 2026 |
|
| Farther Finance Advisors | 17k | $176k | 100% | Sep 2026 |
|
| Cannon Wealth Management Services | 17k | $161k | -11% | Jun 2026 |
|
| Citadel Advisors | 16k | $159k | 100% | Jun 2026 |
|
| Ignite Planners | 15k | $156k | -95% | Sep 2026 |
|
| Cm Wealth Advisors | 15k | $142k | 0% | Jun 2026 |
|
| Pine Valley Investments Ltd Liability | 14k | $139k | 0% | Jun 2026 |
|
| Drive Wealth Management | 14k | $138k | -8% | Jun 2026 |
|
| Canvas Wealth Advisors | 14k | $135k | 0% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 13k | $128k | 0% | Jun 2026 |
|
| Investment Research Partners | 13k | $136k | -28% | Sep 2026 |
|
| Avail Investment Partners | 13k | $136k | -28% | Sep 2026 |
|
| OpenArc Corporate Advisory | 12k | $122k | 0% | Sep 2026 |
|
| Beckerman Institutional | 11k | $109k | 0% | Jun 2026 |
|
| Tulsa Wealth Advisors | 11k | $108k | 0% | Jun 2026 |
|
| Mercer Global Advisors | 11k | $108k | 0% | Jun 2026 |
|
| Gladstone Institutional Advisory | 10k | $101k | 0% | Jun 2026 |
|
| FMR | 9.3k | $91k | 32% | Jun 2026 |
|
| Financial Gravity Companies | 7.5k | $73k | 100% | Jun 2026 |
|
| Pin Oak Investment Advisors | 5.1k | $50k | 0% | Jun 2026 |
|
| Private Trust Co Na | 4.4k | $47k | 41% | Sep 2026 |
|
| AlphaCore Capital | 3.4k | $33k | 0% | Jun 2026 |
|
| Northwestern Mutual Wealth Management Company | 2.7k | $26k | 0% | Jun 2026 |
|
| Us Bancorp | 1.3k | $12k | 100% | Jun 2026 |
|
| Larson Financial Group | 1.1k | $10k | 0% | Jun 2026 |
|
| Signature | 800.00 | $8.5k | 100% | Sep 2026 |
|
| Rockefeller Capital Management | 437.00 | $4.2k | 100% | Jun 2026 |
|
| Latitude Advisors | 276.00 | $2.9k | 100% | Sep 2026 |
|
| Jpmorgan Chase & Co | 177.00 | $2.5k | 100% | Jun 2026 |
|