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 3.4M $146M 1% Mar 2026
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Arvest Trust 1.1M $45M -4% Mar 2026
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Bank of America Corporation 956k $41M 100% Mar 2026
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Traphagen Investment Advisors 866k $37M 17% Mar 2026
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Magnus Financial Group 850k $36M -1% Mar 2026
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Atwood & Palmer 667k $28M 0% Mar 2026
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Foster & Motley 641k $27M -2% Mar 2026
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Arvest Investments 344k $15M -6% Mar 2026
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Wells Fargo & Company 320k $14M -13% Mar 2026
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Parkside Financial Bank & Trust 286k $12M 5% Mar 2026
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Busey Trust Company 277k $12M 0% Mar 2026
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CWM 276k $9.7M 6% Dec 2025
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Keudell/Morrison Wealth Management 267k $11M -14% Mar 2026
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UBS Group 264k $11M 0% Mar 2026
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HPM Partners 244k $10M 0% Mar 2026
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Citadel Advisors 240k $10M 100% Mar 2026
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Creative Planning 228k $9.7M -1% Mar 2026
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LPL Financial 228k $9.6M 107% Mar 2026
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Triangle Securities Wealth Management 227k $9.6M 0% Mar 2026
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Raymond James Financial 213k $7.5M 0% Dec 2025
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Castlekeep Investment Advisors 208k $8.8M 7% Mar 2026
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Mariner Wealth Advisors 196k $8.3M -2% Mar 2026
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Commonwealth Equity Services 189k $8.0M 1% Mar 2026
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Icon Wealth Advisors 139k $5.9M -3% Mar 2026
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Rockefeller Capital Management 136k $5.8M 16% Mar 2026
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Royal Bank of Canada 113k $4.9M 13% Mar 2026
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Financial Advisory Service 109k $3.8M 0% Dec 2025
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Marshall & Sterling Wealth Advisors 100k $4.2M 100% Mar 2026
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Blueline Advisors 99k $4.2M 100% Mar 2026
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First National Bank Of Omaha 95k $4.1M -4% Mar 2026
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Smith & Howard Wealth Management 94k $4.0M -18% Mar 2026
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Janney Montgomery Scott 92k $3.9M -1% Mar 2026
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Quad-Cities Investment Group 90k $3.8M -1% Mar 2026
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Financial Partners Group 88k $3.7M 35% Mar 2026
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Envestnet Asset Management 82k $3.5M 9% Mar 2026
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Financial Enhancement 81k $3.3M -2% Mar 2026
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HBK Sorce Advisory 80k $3.3M -1% Mar 2026
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HighTower Advisors 76k $3.2M 2% Mar 2026
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Sanctuary Advisors 70k $3.0M 1% Mar 2026
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Bollard 69k $2.4M 0% Dec 2025
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Battery Global Advisors 68k $2.9M 0% Mar 2026
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Diversify Wealth Management 62k $2.6M 51% Mar 2026
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AlphaCore Capital 57k $2.4M 2% Mar 2026
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Foundations Investment Advisors 56k $2.4M 100% Mar 2026
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Stifel Financial 53k $2.2M -17% Mar 2026
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Captrust Financial Advisors 48k $1.7M 1% Dec 2025
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XML Financial 46k $1.9M -3% Mar 2026
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National Asset Management 44k $1.9M 100% Mar 2026
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A.R. Schmeidler & Co 42k $1.8M 8% Mar 2026
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Union Bankshares 37k $1.6M -3% Mar 2026
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United Capital Financial Advisers 37k $1.6M 0% Mar 2026
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Northern Trust 37k $1.3M 109% Dec 2025
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Global Retirement Partners 36k $1.3M 1% Dec 2025
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Heritage Oak Wealth Advisors 33k $1.4M 1% Mar 2026
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Capital Advisors 32k $1.3M 0% Mar 2026
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Oxbow Advisors 29k $1.2M -82% Mar 2026
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Regions Bank 28k $1.2M 0% Mar 2026
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Bank of New York Mellon 27k $1.1M 148% Mar 2026
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Wesbanco Trust And Investments 27k $1.1M 0% Mar 2026
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Gts Securities 25k $895k -21% Dec 2025
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Cambridge Investment Research Advisors 25k $1.1M 7% Mar 2026
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Nova Wealth Management 22k $920k 3% Mar 2026
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Jane Street 21k $906k 100% Mar 2026
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Cresset Asset Management 21k $878k 0% Mar 2026
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Summit Wealth Partners 21k $867k -2% Mar 2026
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Objectivity Squared 20k $855k 1% Mar 2026
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 19k $797k 29% Mar 2026
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Cetera Investment Advisers 18k $742k 6% Mar 2026
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Investment Partners Asset Management 17k $720k -1% Mar 2026
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Change Path 16k $683k 3% Mar 2026
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NewEdge Wealth 16k $675k -18% Mar 2026
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55 North Private Wealth 14k $588k 0% Mar 2026
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Silverlake Wealth Management 13k $565k -5% Mar 2026
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Stokes Capital Advisors 13k $549k 3% Mar 2026
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Warren Averett Asset Management 13k $448k 100% Dec 2025
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Summit Financial 12k $515k 0% Mar 2026
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Goss Wealth Management 12k $496k -5% Mar 2026
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WESPAC Advisors 12k $487k 100% Mar 2026
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West Michigan Advisors 11k $480k 0% Mar 2026
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WealthCare Investment Partners 11k $469k -3% Mar 2026
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Wealthtrust Axiom 9.5k $402k -1% Mar 2026
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Howard Financial Services 9.5k $402k 1% Mar 2026
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Leading Edge Financial Planning 9.2k $390k 0% Mar 2026
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Strategies Wealth Advisors 8.9k $314k 0% Dec 2025
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Baird Financial 8.3k $292k 0% Dec 2025
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Oppenheimer & Co 8.2k $349k 100% Mar 2026
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Brian McDonald 7.8k $277k 3% Dec 2025
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Mml Investors Services 7.8k $332k 100% Mar 2026
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Private Trust Co Na 7.6k $323k 66% Mar 2026
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Steward Partners Investment Advisory 7.6k $322k 66% Mar 2026
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Griffin Asset Management 7.5k $316k 100% Mar 2026
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Hanson McClain Advisors 7.4k $260k 23% Dec 2025
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Advisor Group Holdings 7.2k $255k -31% Dec 2025
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Branch Banking & Trust Company 7.2k $305k -9% Mar 2026
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MAI Wealth Advisors 7.1k $302k 2% Mar 2026
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Fifth Third Bancorp 7.1k $301k 100% Mar 2026
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Zinnia Wealth Advisory 6.7k $282k 100% Mar 2026
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Umb Bank N A 6.6k $280k -3% Mar 2026
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Sterneck Capital Management 6.3k $267k 0% Mar 2026
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CLS Investments 5.9k $251k -14% Mar 2026
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Family Investment Center 5.8k $247k 100% Mar 2026
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Segment Wealth Management 5.6k $236k 100% Mar 2026
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Primoris Wealth Advisors 5.5k $233k 100% Mar 2026
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Argent Trust 5.5k $233k 100% Mar 2026
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Barnes Wealth Management Group 5.5k $232k 100% Mar 2026
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Stephens 5.3k $227k 100% Mar 2026
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Mercer Global Advisors 5.2k $219k 100% Mar 2026
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Ferguson Shapiro 5.2k $218k 100% Mar 2026
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Chicago Partners Investment 5.0k $205k 100% Mar 2026
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Bramshill Investments 5.0k $212k 100% Mar 2026
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TopTier Wealth Management 4.8k $204k 100% Mar 2026
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Blume Capital Management 3.9k $167k 0% Mar 2026
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Central Pacific Bank - Trust Division 3.7k $157k 100% Mar 2026
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BlackRock 3.6k $154k 0% Mar 2026
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City State Bank 3.3k $140k 0% Mar 2026
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Principia Wealth Advisory 3.3k $115k 1% Dec 2025
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FMR 3.2k $112k -5% Dec 2025
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Central Trust & Investment 2.9k $124k 0% Mar 2026
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Ball & Co Wealth Management 2.8k $117k 100% Mar 2026
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Harbour Investments 2.7k $112k 100% Mar 2026
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Evermay Wealth Management 2.6k $108k -18% Mar 2026
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Valley National Advisers 2.5k $106k 0% Mar 2026
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Princeton Global Asset Management 1.0k $43k 0% Mar 2026
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Farther Finance Advisors 932.00 $39k 0% Mar 2026
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Strategic Investment Solutions 705.00 $30k 0% Mar 2026
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Creative Financial Designs 630.00 $27k 0% Mar 2026
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Prosperity Bancshares 600.00 $25k 100% Mar 2026
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Signature 598.00 $25k -16% Mar 2026
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Crewe Advisors 561.00 $24k 0% Mar 2026
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Highline Wealth Partners 500.00 $21k 100% Mar 2026
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Salomon & Ludwin 500.00 $21k 0% Mar 2026
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Innovative Asset Advisors Group 500.00 $21k 100% Mar 2026
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Ubs Global Asset Management Americas 398.00 $17k 100% Mar 2026
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Westside Investment Management 279.00 $12k 0% Mar 2026
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Zions Bancorporation, National Association 263.00 $11k 100% Mar 2026
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Bellevue Asset Management 251.00 $11k 2% Mar 2026
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Delos Wealth Advisors 250.00 $11k 100% Mar 2026
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Chilton Capital Management 240.00 $10k 0% Mar 2026
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Ancora Advisors 206.00 $8.7k 0% Mar 2026
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CX Institutional 188.00 $8.0k 2% Mar 2026
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Root Financial Partners 182.00 $7.7k 0% Mar 2026
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EverSource Wealth Advisors 136.00 $5.8k 100% Mar 2026
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Caldwell Trust 84.00 $3.6k -25% Mar 2026
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Salem Investment Counselors 75.00 $3.2k 100% Mar 2026
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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 Dec 2025 21k $755k
Diversify Advisory Services Dec 2025 20k $733k
Wealth Enhancement Advisory Services Dec 2025 15k $502k
J.w. Cole Advisors Dec 2025 7.8k $276k
Susquehanna International Sep 2025 7.4k $271k
Coldstream Capital Management Dec 2025 5.8k $206k
Legacy Capital Wealth Partners Sep 2025 5.6k $204k
Advisory Services Network Sep 2025 4.8k $174k
Flagship Harbor Advisors Dec 2025 1.5k $53k
Kestra Advisory Services Dec 2025 1.3k $46k
Jpmorgan Chase & Co Sep 2025 914.00 $33k
Simplex Trading Sep 2025 110.00 $4.0k