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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 10M | $100M | -5% | Jun 2026 |
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| Envestnet Asset Management | 4.6M | $45M | 3% | Jun 2026 |
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| D.A. Davidson & Co. | 4.3M | $42M | 3% | Jun 2026 |
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| Raymond James Financial | 2.3M | $22M | 0% | Jun 2026 |
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| UBS Group | 1.2M | $11M | 3% | Jun 2026 |
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| LPL Financial | 724k | $7.0M | 28% | Jun 2026 |
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| Baird Financial | 577k | $5.6M | -9% | Jun 2026 |
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| Burns Wealth Management | 554k | $5.8M | 1% | Mar 2026 |
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| Parkside Financial Bank & Trust | 534k | $5.2M | 0% | Jun 2026 |
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| Royal Bank of Canada | 484k | $4.7M | 0% | Jun 2026 |
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| Savant Capital Management | 400k | $4.1M | 100% | Jun 2026 |
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| Warren Averett Asset Management | 393k | $3.8M | -3% | Jun 2026 |
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| Captrust Financial Advisors | 379k | $3.7M | -1% | Jun 2026 |
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| Northern Trust | 367k | $3.6M | 0% | Jun 2026 |
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| Ignite Planners | 278k | $2.7M | 8% | Jun 2026 |
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| Lee Financial | 210k | $2.0M | -1% | Jun 2026 |
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| SCS Capital Management | 178k | $1.8M | 0% | Jun 2026 |
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| Mariner Wealth Advisors | 167k | $1.6M | -3% | Jun 2026 |
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| Roman Butler Fullerton & Co | 159k | $1.6M | 1% | Jun 2026 |
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| Oppenheimer & Co | 153k | $1.5M | -1% | Jun 2026 |
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| HighTower Advisors | 128k | $1.2M | 1% | Jun 2026 |
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| Davidson Trust | 121k | $1.2M | 8% | Jun 2026 |
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| Alteri Wealth | 119k | $1.2B | 2% | Jun 2026 |
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| Independent Financial Group | 119k | $1.2M | -9% | Jun 2026 |
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| MAI Wealth Advisors | 119k | $1.2M | 1% | Jun 2026 |
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| Commonwealth Equity Services | 118k | $1.1M | 3% | Jun 2026 |
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| Steward Partners Investment Advisory | 117k | $1.1M | -24% | Jun 2026 |
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| Morgan Stanley | 110k | $1.1M | -8% | Mar 2026 |
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| Atlanta Consulting Group Advisors | 96k | $932k | 0% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 86k | $863k | 100% | Jun 2026 |
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| Onyx Bridge Wealth Group | 74k | $718k | 0% | Jun 2026 |
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| Lionsbridge Wealth Management | 73k | $704k | 100% | Jun 2026 |
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| Cetera Investment Advisers | 69k | $673k | 14% | Jun 2026 |
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| Legacy Capital Wealth Partners | 68k | $664k | 1% | Jun 2026 |
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| Bank Of The Ozarks | 68k | $656k | 0% | Jun 2026 |
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| Mount Yale Investment Advisors | 67k | $646k | 0% | Jun 2026 |
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| Merit Financial Group | 65k | $632k | -8% | Jun 2026 |
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| Advisor Group Holdings | 65k | $630k | -30% | Jun 2026 |
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| Gts Securities | 63k | $615k | 263% | Jun 2026 |
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| Brown Brothers Harriman & Co. | 60k | $587k | 0% | Jun 2026 |
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| Patriot Financial Group Insurance Agency | 60k | $586k | -49% | Jun 2026 |
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| Ameriprise Financial | 56k | $548k | -26% | Jun 2026 |
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| Vestmark Advisory Solutions | 55k | $536k | 0% | Jun 2026 |
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| Creative Planning | 55k | $533k | 0% | Jun 2026 |
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| Indivisible Partners | 52k | $505k | 0% | Jun 2026 |
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| Lido Advisors | 46k | $444k | 1% | Jun 2026 |
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| Pnc Financial Services | 45k | $440k | 0% | Jun 2026 |
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| Clear Harbor Asset Management | 45k | $437k | 2% | Jun 2026 |
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| Rsm Us Wealth Management | 37k | $362k | 0% | Jun 2026 |
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| IFG Advisory | 36k | $346k | 100% | Jun 2026 |
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| Visionary Wealth Advisors | 33k | $324k | -19% | Jun 2026 |
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| Stifel Financial | 29k | $282k | -2% | Jun 2026 |
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| Thor Investment Management | 28k | $270k | 0% | Jun 2026 |
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| Moneta Group Investment Advisors | 26k | $251k | 0% | Jun 2026 |
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| Susquehanna International | 24k | $229k | -68% | Jun 2026 |
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| Goss Wealth Management | 23k | $226k | -18% | Jun 2026 |
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| IHT Wealth Management | 23k | $224k | 0% | Jun 2026 |
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| Ofc Financial Planning | 22k | $215k | 0% | Jun 2026 |
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| Zrc Wealth Management | 20k | $195k | -11% | Jun 2026 |
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| Fifth Third Bancorp | 20k | $192k | 94% | Jun 2026 |
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| Carson Advisory | 20k | $191k | 0% | Jun 2026 |
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| Park Avenue Securities | 20k | $189k | 0% | Jun 2026 |
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| Wells Fargo & Company | 19k | $187k | 903% | Jun 2026 |
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| Nbc Securities | 19k | $182k | -10% | Jun 2026 |
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| Plan | 18k | $188k | 1% | Jun 2026 |
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| Avail Investment Partners | 18k | $172k | 0% | Jun 2026 |
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| Investment Research Partners | 18k | $172k | 0% | Jun 2026 |
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| Medallion Wealth Advisors | 17k | $165k | 1% | Jun 2026 |
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| Cannon Wealth Management Services | 17k | $161k | -11% | Jun 2026 |
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| Citadel Advisors | 16k | $159k | 100% | Jun 2026 |
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| Cm Wealth Advisors | 15k | $142k | 0% | Jun 2026 |
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| Pine Valley Investments Ltd Liability | 14k | $139k | 0% | Jun 2026 |
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| Drive Wealth Management | 14k | $138k | -8% | Jun 2026 |
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| Canvas Wealth Advisors | 14k | $135k | 0% | Jun 2026 |
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| Cambridge Investment Research Advisors | 13k | $128k | 0% | Jun 2026 |
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| OpenArc Corporate Advisory | 12k | $112k | 0% | Jun 2026 |
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| Beckerman Institutional | 11k | $109k | 0% | Jun 2026 |
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| Tulsa Wealth Advisors | 11k | $108k | 0% | Jun 2026 |
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| Mercer Global Advisors | 11k | $108k | 0% | Jun 2026 |
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| Gladstone Institutional Advisory | 10k | $101k | 0% | Jun 2026 |
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| FMR | 9.3k | $91k | 32% | Jun 2026 |
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| Financial Gravity Companies | 7.5k | $73k | 100% | Jun 2026 |
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| Financial Gravity Wealth | 7.5k | $79k | 0% | Mar 2026 |
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| Pin Oak Investment Advisors | 5.1k | $50k | 0% | Jun 2026 |
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| AlphaCore Capital | 3.4k | $33k | 0% | Jun 2026 |
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| Private Trust Co Na | 3.1k | $30k | -3% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 2.7k | $26k | 0% | Jun 2026 |
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| Us Bancorp | 1.3k | $12k | -95% | Jun 2026 |
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| Larson Financial Group | 1.1k | $10k | 0% | Jun 2026 |
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| Rockefeller Capital Management | 437.00 | $4.2k | 100% | Jun 2026 |
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| Jpmorgan Chase & Co | 177.00 | $2.5k | 100% | Jun 2026 |
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Who sold out of Tortoise Capital Series Trus?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| High Probability Advisors | Mar 2026 | 14k | $148k |
| Meridian Financial Partners | Mar 2026 | 12k | $128k |
| Nova Wealth Management | Mar 2026 | 94.00 | $979.997000 |