Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Tortoise Capital Series Trust - Energy Fund inkluderar Bank Of America Corp /de/, Envestnet Asset Management Inc, D.a. Davidson & Co., Raymond James Financial Inc, UBS Group AG, Ameriprise Financial Inc, Baird Financial Group, Inc., Royal Bank Of Canada, Parkside Financial Bank & Trust, Exencial Wealth Advisors, Llc, Warren Averett Asset Management, LLC, Captrust Financial Advisors, Lee Financial Co, Northern Trust Corp, Wealth Enhancement Advisory Services, Llc, Ignite Planners, LLC, Mariner, LLC, LPL Financial LLC, SCS Capital Management LLC, och Roman Butler Fullerton & Co .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 682 | 25 | ||||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 12 373 | 0 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 37 270 | 342 | ||||||
| 2025-07-24 | 13F | Lee Financial Co | 390 836 | 3 586 | ||||||
| 2025-07-16 | 13F | Plancorp, LLC | 24 638 | 226 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 140 044 | 1 285 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 76 717 | 704 | ||||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 155 549 | 1 406 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 8 187 | 75 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 143 122 | 1 313 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 162 111 | 1 487 | ||||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 19 292 | 177 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 566 715 | 5 199 | ||||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 65 149 | 598 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 13 682 | 0 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 416 432 | 3 820 | ||||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 24 259 | 223 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 59 802 | 549 | ||||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 45 504 | 417 | ||||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 44 348 | 407 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1 090 108 | 10 001 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 218 237 | 1 990 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 998 600 | 9 161 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 799 804 | 7 338 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 11 834 256 | 108 567 | ||||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 11 256 | 103 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 23 046 | 211 | ||||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 13 908 | 126 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 366 996 | 3 367 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3 932 706 | 36 079 | ||||||
| 2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 96 000 | 881 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 142 428 | 1 307 | ||||||
| 2025-08-06 | 13F | Cm Wealth Advisors Llc | 15 569 | 143 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 3 645 632 | 33 446 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 419 985 | 3 853 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 22 286 | 0 | ||||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 42 806 | 393 | ||||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 11 172 | 0 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 38 777 | 356 | ||||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 146 176 | 1 341 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 56 060 | 514 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 110 509 | 1 014 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 121 895 | 1 118 | ||||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 109 737 | 1 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 588 | 15 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 198 875 | 1 825 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 247 011 | 2 234 | ||||||
| 2025-08-08 | 13F | Creative Planning | 54 863 | 503 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 95 957 | 880 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3 518 | 32 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 339 948 | 21 467 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 7 548 | 69 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 178 598 | 1 638 | ||||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 22 136 | 203 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 74 102 | 680 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 15 364 | 141 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 45 620 | 419 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 64 115 | 588 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 30 151 | 277 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 549 506 | 5 041 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 40 808 | 374 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 78 291 | 718 | ||||||
| 2025-08-12 | 13F | Bank OZK | 98 353 | 902 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 129 174 | 1 185 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 36 733 | 337 | ||||||
| 2025-07-28 | 13F | Davidson Trust Co | 125 782 | 1 154 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 595 267 | 5 461 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 44 743 | 410 |
