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Tortoise Capital Series Trus shares owned by Beckerman Institutional

Quarter-by-quarter ownership of Tortoise Capital Series Trus (TNGY) shares owned by Beckerman Institutional from 13F filings

Historical chart of Beckerman Institutional investment in Tortoise Capital Series Trus

Tip: Access up to 7 years of quarterly data

All positions including Tortoise Capital Series Trus held by Beckerman Institutional consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise Capital Series Trus by Beckerman Institutional

Quarter filed Position value Share count Share price at filing
2025-09-30 $101k 11k 9.07
2025-06-30 $102k 11k 9.13

More positions owned by Beckerman Institutional

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Doubleline Etf Trust Opportunistic Co (DBND)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Intl (IDEV)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Alphabet Cap Stk Cl A (GOOGL)
World Gold Tr Spdr Gld Minis (GLDM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Tcw Etf Trust Flexible Income (FLXR)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Internatnal Val (DFIV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 0-5 Yr Tips Etf (STIP)

View all positions for Beckerman Institutional

Top funds holding Tortoise Capital Series Trus

Envestnet Asset Management
D.A. Davidson & Co.
Raymond James Financial
UBS Group
Baird Financial
Kovitz Investment Group Partners
Ameriprise Financial
Parkside Financial Bank & Trust
Burns Wealth Management
Captrust Financial Advisors
Warren Averett Asset Management
Royal Bank of Canada
Northern Trust
Wealth Enhancement Advisory Services
Lee Financial

View all funds holding Tortoise Capital Series Trus