Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Tortoise Capital Series Trust - Tortoise North American Pipeline Fund meliputi Morgan Stanley, Arvest Bank Trust Division, Bank Of America Corp /de/, Magnus Financial Group LLC, Traphagen Investment Advisors Llc, Atwood & Palmer Inc, Foster & Motley Inc, Arvest Investments, Inc., Wells Fargo & Company/mn, UBS Group AG, Busey Wealth Management, Keudell/Morrison Wealth Management, Cwm, Llc, Commonwealth Equity Services, Llc, Cerity Partners LLC, Creative Planning, Raymond James Financial Inc, Triangle Securities Wealth Management, Parkside Financial Bank & Trust, dan Castlekeep Investment Advisors Llc .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 697,588 | 24,925 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 218,650 | 7,812 | ||||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 9 | 0 | ||||||
| 2025-08-08 | 13F | Arvest Bank Trust Division | 1,251,112 | 44,702 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 5,782 | 207 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 111,454 | 3,982 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 944 | 34 | ||||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 75 | 3 | ||||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 13,031 | 466 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 21,267 | 48.90 | 760 | 46.24 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 65,906 | 2,355 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 8,650 | 309 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 7,725 | 0 | ||||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 5,639 | 201 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 50,792 | 1,815 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5,781 | 207 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 12,185 | 435 | ||||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 3,121 | 112 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 34,381 | 1,228 | ||||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 240 | 9 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 60,490 | 2,161 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 17,694 | 632 | ||||||
| 2025-07-11 | 13F | Busey Wealth Management | 291,645 | 10,420 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 15,770 | 563 | ||||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 182,470 | 6,520 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 58,390 | 2,086 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 43,336 | 1,548 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 183 | 0 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 2,505 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 3,054,340 | 109,132 | ||||||
| 2025-07-29 | 13F | Foster & Motley Inc | 639,979 | 23 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 13,270 | 468 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 233,629 | 8,348 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 630 | 23 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 80,877 | 3 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 2,931 | 105 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 279 | 10 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 403,300 | 14,410 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 7,555 | 270 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2,607 | 93 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 561 | 20 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 51,927 | 1,855 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 20,730 | 741 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 10,429 | 373 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 55,400 | 1,979 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 500 | 18 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 8,258 | 295 | ||||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 10,800 | 386 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 20 | 1 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 58,398 | 2,087 | ||||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 9,273 | 331 | ||||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 6,300 | 225 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 8,807 | 315 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,162 | 399 | ||||||
| 2025-08-05 | 13F | Castlekeep Investment Advisors Llc | 187,317 | 6,693 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 17,500 | 625 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5,385 | 192 | ||||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 6,219 | 222 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 6,073 | 217 | ||||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 3,944 | 141 | ||||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 21,439 | 766 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 32,755 | 1 | ||||||
| 2025-07-09 | 13F | Stokes Capital Advisors, LLC | 16,547 | 591 | ||||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 13,569 | 479 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 2,678 | 96 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 910 | 33 | ||||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 705 | 25 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 379,127 | 13,546 | ||||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 233,011 | 8,325 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 13,000 | 464 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 878,678 | 31,395 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 437 | 16 | ||||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 76,685 | 2,681 | ||||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 30,074 | 1,075 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 5,970 | 213 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 6,621 | 237 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 3,626 | 130 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 6,943 | 248 | ||||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 8,895 | 318 | ||||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 659,221 | 23,554 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 98,751 | 3,528 | ||||||
| 2025-08-11 | 13F | Battery Global Advisors, LLC | 68,388 | 2,444 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 37,311 | 1,315 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 33,399 | 1,193 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8,879 | 317 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1,005 | 36 | ||||||
| 2025-07-31 | 13F | City State Bank | 3,298 | 118 | ||||||
| 2025-08-08 | 13F | Creative Planning | 238,876 | 8,535 | ||||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 414,368 | 14,805 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 13,211 | 466 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 18,073 | 646 | ||||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 11,328 | 405 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 252,635 | 9 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 244,848 | 8,748 | ||||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 279,374 | 9,982 | ||||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 103,482 | 3,677 | ||||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 17,285 | 618 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 259,548 | 9 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,033 | 37 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 114,589 | 4,094 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 861,349 | 30,776 | ||||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 244 | 9 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1,812 | 0 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | XML Financial, LLC | 62,083 | 2,218 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 78,962 | 2,819 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 147,954 | 5,286 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 143,847 | 5,140 | ||||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 97,777 | 3,494 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 12,411 | 443 | ||||||
| 2025-08-11 | 13F | ARS Investment Partners, LLC | 34,302 | 1,226 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 5,625 | 201 | ||||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 3,206 | 114 |
