Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Tortoise Capital Series Trust - Tortoise North American Pipeline ETF, to m.in Citadel Advisors Llc, Foundations Investment Advisors, LLC, National Asset Management, Inc., We Are One Seven, LLC, WESPAC Advisors, LLC, Oppenheimer & Co Inc, Mml Investors Services, Llc, Griffin Asset Management, Inc., Fifth Third Bancorp, Family Investment Center, Inc., Primoris Wealth Advisors, Llc, Barnes Wealth Management Group, Inc, Stephens Inc /ar/, Ferguson Shapiro LLC, Chicago Partners Investment Group LLC, Bramshill Investments, LLC, TopTier Wealth Management, LLC, Central Pacific Bank - Trust Division, Ball & Co Wealth Management Inc., i Harbour Investments, Inc. .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Mml Investors Services, Llc | 7 838 | 332 | ||||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 500 | 21 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 26 936 | 148,44 | 1 141 | 198,69 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 250 | 11 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 244 199 | 0,10 | 10 344 | 20,14 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 70 255 | 0,88 | 2 976 | 21,08 | ||||
| 2026-04-24 | 13F | Heritage Oak Wealth Advisors Llc | 32 899 | 1,27 | 1 394 | 20,40 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 5 164 | 219 | ||||||
| 2026-04-23 | 13F | Ferguson Shapiro LLC | 5 150 | 218 | ||||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 5 488 | 232 | ||||||
| 2026-04-21 | 13F | Stokes Capital Advisors, LLC | 12 958 | 2,55 | 549 | 23,15 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 5 017 | 205 | ||||||
| 2026-04-30 | 13F | Primoris Wealth Advisors, Llc | 5 500 | 233 | ||||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 263 | 11 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 15 218 | 110,40 | 645 | 152,55 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 56 275 | 2 384 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 15 939 | 10,17 | 673 | 34,13 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 5 570 | 236 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 48 750 | 2,38 | 2 065 | 22,92 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 4 761 | 202 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 398 | 17 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 23 637 | 1 001 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 7 130 | 1,74 | 302 | 22,27 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 5 500 | 233 | ||||||
| 2026-04-16 | 13F | ARS Investment Partners, LLC | 41 982 | 8,06 | 1 778 | 29,69 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 17 513 | 5,62 | 742 | 26,67 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 136 070 | 15,76 | 5 764 | 38,93 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 9 498 | 0,88 | 402 | 21,08 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 11 501 | 487 | ||||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 285 805 | 5,29 | 12 107 | 26,38 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 113 017 | 16,60 | 4 788 | 39,96 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 5 349 | 227 | ||||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 100 229 | 4,09 | 4 246 | 24,93 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 76 284 | 1,75 | 3 231 | 22,16 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 251 | 1,62 | 11 | 25,00 | ||||
| 2026-05-13 | 13F | Objectivity Squared, LLC | 20 188 | 0,79 | 855 | 21,10 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18 821 | 29,43 | 797 | 55,36 | ||||
| 2026-05-15 | 13F | Bramshill Investments, LLC | 5 000 | 212 | ||||||
| 2026-05-14 | 13F | Bollard Group LLC | 70 058 | 1,74 | 3 | 0,00 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 8 243 | 349 | ||||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 98 755 | 2,32 | 4 183 | 22,60 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 3 438 505 | 1,39 | 145 655 | 21,69 | ||||
| 2026-04-06 | 13F | CX Institutional | 188 | 1,62 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 25 180 | 6,57 | 1 | |||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 75 | 3 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 81 612 | 8,50 | 3 457 | 30,26 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 239 707 | 10 154 | ||||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 56 734 | 2,41 | 2 403 | 21,79 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 667 141 | 0,37 | 28 260 | 20,47 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 7 595 | 65,65 | 322 | 99,38 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 5 819 | 246 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 236 396 | 11,17 | 10 014 | 33,44 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 21 718 | 3,43 | 920 | 24,02 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2 650 | 112 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 37 077 | 0,32 | 1 572 | 20,55 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 16 120 | 3,03 | 683 | 23,55 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 21 389 | 906 | ||||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 227 063 | 0,11 | 9 618 | 20,15 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 13 888 | 0,22 | 588 | 20,25 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1 486 | 197,20 | 64 | 270,59 | ||||
| 2026-04-30 | 13F | Griffin Asset Management, Inc. | 7 456 | 316 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 227 800 | 106,89 | 9 650 | 148,30 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 865 826 | 17,36 | 36 676 | 40,86 | ||||
| 2026-05-11 | 13F | Castlekeep Investment Advisors Llc | 208 402 | 6,74 | 8 828 | 28,11 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 61 547 | 50,78 | 2 605 | 80,65 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 3 699 | 157 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 7 839 | 3,08 | 277 | -0,36 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 36 284 | 0,95 | 1 281 | -2,29 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 43 905 | 1 880 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 7 628 | 65,83 | 323 | 99,38 | ||||
| 2026-05-05 | 13F | UBS Group AG | 263 695 | 0,04 | 11 170 | 20,08 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 109 026 | 0,02 | 3 848 | -3,17 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 87 818 | 34,70 | 3 720 | 50,93 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 341 034 | 23,63 | 14 446 | 160 411,11 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 136 | 6 | ||||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 4 820 | 204 | ||||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 5 464 | 231 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 7 096 | 301 | ||||||
| 2026-05-01 | 13F | Ball & Co Wealth Management Inc. | 2 777 | 0 | ||||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 500 | 21 | ||||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 3 251 | 0,62 | 115 | -2,56 |
