Who owns TORTOISE NORTH AMERICAN PIPELINE FUND?

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Analyze quarterly positions in Tortoise North American Pipeline Fund with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Tortoise North American Pipeline Fund stock

Who bought or sold TORTOISE NORTH AMERICAN PIPELINE FUND this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 3.1M $109M 100% Jun 2025
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Arvest Trust 1.3M $47M 2% Sep 2025
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Magnus Financial Group 871k $32M 1% Sep 2025
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Traphagen Investment Advisors 705k $26M 1% Sep 2025
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Atwood & Palmer 661k $24M 0% Sep 2025
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Foster & Motley 643k $24M 1% Sep 2025
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Arvest Investments 424k $15M 2% Sep 2025
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Wells Fargo & Company 408k $15M 1% Sep 2025
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Busey Trust Company 282k $10M -3% Sep 2025
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Keudell/Morrison Wealth Management 279k $10M 100% Jun 2025
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UBS Group 279k $10M -26% Sep 2025
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CWM 261k $9.5M 1% Sep 2025
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HPM Partners 245k $8.9M 0% Sep 2025
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Commonwealth Equity Services 240k $8.8M -5% Sep 2025
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Parkside Financial Bank & Trust 238k $8.7M 9% Sep 2025
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Creative Planning 232k $8.4M -3% Sep 2025
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Triangle Securities Wealth Management 229k $8.4M -2% Sep 2025
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Raymond James Financial 213k $7.8M -9% Sep 2025
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Mariner Wealth Advisors 199k $7.3M 100% Sep 2025
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Castlekeep Investment Advisors 193k $7.0M 3% Sep 2025
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Oxbow Advisors 174k $6.3M -5% Sep 2025
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Icon Wealth Advisors 143k $5.2M -1% Sep 2025
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LPL Financial 110k $4.0M -4% Sep 2025
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Financial Advisory Service 109k $4.0M -2% Sep 2025
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Smith & Howard Wealth Management 106k $3.9M 100% Sep 2025
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Country Club Bank 101k $3.7M -2% Sep 2025
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Royal Bank of Canada 100k $3.5M -33% Sep 2025
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Janney Montgomery Scott 99k $3.6M 100% Sep 2025
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Quad-Cities Investment Group 92k $3.4M -6% Sep 2025
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HBK Sorce Advisory 81k $2.8M -18% Sep 2025
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Financial Enhancement 80k $2.9M 5% Sep 2025
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Bollard 69k $2.5M 100% Sep 2025
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Battery Global Advisors 68k $2.5M 0% Sep 2025
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Financial Partners Group 66k $2.4M -1% Sep 2025
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HighTower Advisors 62k $2.3M 6% Sep 2025
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Stifel Financial 61k $2.2M 18% Sep 2025
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Rockefeller Capital Management 61k $2.2M 0% Sep 2025
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XML Financial 58k $2.1M -6% Sep 2025
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AlphaCore Capital 55k $2.0M 0% Sep 2025
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Envestnet Asset Management 51k $1.9M -12% Sep 2025
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Verity and Verity 47k $1.7M 100% Sep 2025
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Captrust Financial Advisors 47k $1.7M -7% Sep 2025
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Union Bankshares 42k $1.5M -4% Sep 2025
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Diversify Wealth Management 39k $1.4M 6% Sep 2025
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A.R. Schmeidler & Co 39k $1.4M 13% Sep 2025
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United Capital Financial Advisers 37k $1.3M 100% Sep 2025
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Global Retirement Partners 36k $1.3M 5% Sep 2025
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Capital Advisors 33k $1.2M 0% Sep 2025
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Gts Securities 32k $1.2M -4% Sep 2025
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Heritage Oak Wealth Advisors 31k $1.1M 2% Sep 2025
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Nova Wealth Management 28k $1.0M 29% Sep 2025
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Regions Bank 27k $995k 100% Sep 2025
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Wesbanco Trust And Investments 27k $983k 100% Sep 2025
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Bessemer 24k $867k 1214% Sep 2025
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Cambridge Investment Research Advisors 24k $861k 206% Sep 2025
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Summit Wealth Partners 21k $777k -1% Sep 2025
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Cresset Asset Management 21k $756k 0% Sep 2025
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Objectivity Squared 20k $730k 100% Sep 2025
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NewEdge Wealth 20k $667k 100% Sep 2025
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Northern Trust 18k $645k 0% Sep 2025
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Atria Wealth Solutions 18k $625k 100% Jun 2025
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Investment Partners Asset Management 17k $626k -1% Sep 2025
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Diversify Advisory Services 17k $588k 29% Sep 2025
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Change Path 15k $551k -4% Sep 2025
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Wealth Enhancement Advisory Services 14k $507k 6% Sep 2025
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Cetera Investment Advisers 14k $503k 6% Sep 2025
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Jane Street 13k $488k -26% Sep 2025
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Silverlake Wealth Management 13k $476k 0% Sep 2025
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Summit Financial 13k $469k 100% Sep 2025
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Stokes Capital Advisors 13k $469k -22% Sep 2025
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Goss Wealth Management 12k $452k 0% Sep 2025
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WealthCare Investment Partners 12k $432k -12% Sep 2025
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West Michigan Advisors 11k $413k 0% Sep 2025
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 11k $407k 0% Sep 2025
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Advisor Group Holdings 10k $380k 18% Sep 2025
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Howard Financial Services 9.8k $357k 100% Sep 2025
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Wealthtrust Axiom 9.6k $351k -11% Sep 2025
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J.w. Cole Advisors 9.3k $337k 4% Sep 2025
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Leading Edge Financial Planning 9.2k $336k -1% Sep 2025
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Strategies Wealth Advisors 8.9k $324k 0% Sep 2025
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Baird Financial 8.3k $301k 0% Sep 2025
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Branch Banking & Trust Company 8.2k $298k -33% Sep 2025
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Brian McDonald 7.6k $277k 1% Sep 2025
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Susquehanna International 7.4k $271k 32% Sep 2025
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MAI Wealth Advisors 7.0k $255k 1% Sep 2025
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CLS Investments 6.9k $252k 20% Sep 2025
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Umb Bank N A 6.6k $240k 100% Sep 2025
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Sterneck Capital Management 6.3k $230k 0% Sep 2025
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Baron Silver Stevens Financial Advisors 6.2k $227k 0% Sep 2025
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Hanson McClain Advisors 6.0k $218k 0% Sep 2025
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Mercer Global Advisors 5.8k $213k -33% Sep 2025
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Legacy Capital Wealth Partners 5.6k $204k -1% Sep 2025
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Segment Wealth Management 5.6k $203k 100% Sep 2025
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Argent Trust 5.5k $201k -5% Sep 2025
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Steward Partners Investment Advisory 5.5k $200k 2% Sep 2025
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Mather Group 5.1k $187k 100% Sep 2025
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Sunbelt Securities 5.0k $182k 100% Sep 2025
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Advisory Services Network 4.8k $174k 100% Sep 2025
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Private Trust Co Na 4.6k $168k 100% Sep 2025
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Blume Capital Management 3.9k $144k 0% Sep 2025
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FMR 3.4k $122k 25% Sep 2025
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City State Bank 3.3k $120k 0% Sep 2025
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Principia Wealth Advisory 3.2k $115k 100% Jun 2025
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Evermay Wealth Management 3.1k $114k 0% Sep 2025
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Central Trust & Investment 2.9k $107k 0% Sep 2025
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Valley National Advisers 2.5k $91k 0% Sep 2025
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Princeton Global Asset Management 1.0k $37k 0% Sep 2025
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Principal Securities 987.00 $36k -4% Sep 2025
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Farther Finance Advisors 932.00 $34k 2% Sep 2025
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Jpmorgan Chase & Co 914.00 $33k 100% Sep 2025
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Strategic Investment Solutions 705.00 $26k 0% Sep 2025
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Signature 680.00 $25k 100% Sep 2025
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Creative Financial Designs 630.00 $23k 0% Sep 2025
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Crewe Advisors 561.00 $20k 0% Sep 2025
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Hm Payson & Co 509.00 $19k 0% Sep 2025
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Salomon & Ludwin 500.00 $18k 0% Sep 2025
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Ancora Advisors 437.00 $16k 0% Sep 2025
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Westside Investment Management 279.00 $10k 0% Sep 2025
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Bellevue Asset Management 247.00 $9.0k 1% Sep 2025
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Chilton Capital Management 240.00 $8.7k 0% Sep 2025
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CX Institutional 185.00 $7.0k 1% Sep 2025
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Root Financial Partners 184.00 $6.7k 100% Sep 2025
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Caldwell Trust 112.00 $4.1k 100% Sep 2025
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Simplex Trading 110.00 $4.0k 100% Sep 2025
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Salem Investment Counselors 75.00 $2.7k 0% Sep 2025
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Transamerica Financial Advisors 9.00 $324.999900 0% Sep 2025
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Who sold out of Tortoise North American Pipeline Fund?

Fund or Company Name Date Sold Shares Held Valued At
Flow Traders US Jun 2025 81k $2.9M
Steel Peak Wealth Management Jun 2025 10k $373k
Onyx Bridge Wealth Group Jun 2025 6.6k $237k
Snowden Capital Advisors Jun 2025 6.1k $217k
Pnc Financial Services Jun 2025 2.6k $93k
Assetmark Jun 2025 20.00 $715.000000