Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Tortoise Capital Series Trust - Tortoise North American Pipeline Fund inkluderer 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, og Castlekeep Investment Advisors Llc .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
