Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Tortoise Capital Series Trust - Tortoise North American Pipeline ETF eröffnet haben, gehören 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., und Harbour Investments, Inc. .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
