Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Tortoise Capital Series Trust - Tortoise North American Pipeline Fund inkluderar 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, och Castlekeep Investment Advisors Llc .
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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
