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Get Institutions for : 
Tortoise North American Pipeline Fund (TPYP)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 99    1
Total shares held : 
 12,782,247  
% of shares held : 
 64.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -13  
Amount of shares held : 
 -248,462  
% of shares held change : 
   -1.25%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 93,666
 0.73%
 
Increased Positions :
28
 754,505
 5.9%
 
Unchanged Positions :
28
 937,485
 7.33%
 
Decreased Positions :
40
-1,077,612
-8.43%
 
Closed Positions :
4
-19,021
-0.15%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ARVEST TRUST CO N A - 2023-12-31 1,965,648 $50,989,000 -31,943
   BANK OF AMERICA CORP /DE/ 1472 - 2023-12-31 1,183,204 $30,692,000 -32,962
   Magnus Financial Group LLC 8 - 2024-03-31 787,912 $22,030,000 10,395
   FOSTER & MOTLEY INC 12 - 2024-03-31 709,047 $19,825,000 18,119
   ARVEST INVESTMENTS INC. 8 - 2024-03-31 699,741 $19,565,000 630
   MORGAN STANLEY 2711 - 2023-12-31 742,481 $19,260,000 11,470
   ATWOOD & PALMER INC 33 - 2024-03-31 628,856 $17,583,000 21,483
   Keudell/Morrison Wealth Management 8 - 2024-03-31 404,678 $11,315,000 6,207
   BUSEY TRUST CO 85 - 2024-03-31 321,761 $8,996,000 2,910
   WELLS FARGO & CO/MN 1697 - 2024-03-31 278,000 $7,773,000 284
   COMMONWEALTH EQUITY SERVICES LLC. 920 - 2024-03-31 272,787 $7,627,000 2,818
   CWM LLC 340 - 2024-03-31 269,399 $7,532,000 -55,926
   TRIANGLE SECURITIES WEALTH MANAGEMENT 7 - 2024-03-31 266,849 $7,461,000 1,844
   OXBOW ADVISORS, LLC 30 - 2024-03-31 258,226 $7,220,000 4,967
   UBS Group AG 1685 - 2023-12-31 272,473 $7,068,000 -158
   Edmonds Duncan Registered Investment Advisors LLC 15 - 2024-03-31 241,363 $6,749,000 5,106
   HPM Partners LLC - 2023-12-31 254,122 $6,592,000 254,122
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1007 - 2024-03-31 225,226 $6,297,000 -841
   MARINER WEALTH ADVISORS, LLC 650 - 2023-12-31 212,906 $5,523,000 -550
   REGIONS FINANCIAL CORP 241 - 2024-03-31 162,465 $4,543,000 -16,211
   Icon Wealth Advisors LLC 49 - 2023-12-31 158,489 $4,111,000 -24,107
   Icon Wealth Partners LLC 43 - 2023-09-30 164,633 $4,025,000 -9,605
   Financial Advisory Service Inc. 64 - 2024-03-31 139,753 $3,908,000 -16,450
   ROYAL BANK OF CANADA 2114 - 2023-12-31 138,869 $3,602,000 2,864
   SMITH & HOWARD WEALTH MANAGEMENT, LLC 24 - 2024-03-31 125,668 $3,514,000 11,813
   COUNTRY CLUB BANK /GFN 108 - 2024-03-31 113,234 $3,166,000 -5,993
   HBK SORCE ADVISORY LLC 97 - 2024-03-31 111,132 $3,107,000 -5,310
   JANNEY MONTGOMERY SCOTT LLC 956 - 2024-03-31 108,328 $3,029,000 27,987
   Quad-Cities Investment Group LLC 14 - 2024-03-31 106,870 $2,988,000 -5,390
   LPL FINANCIAL CORP 2205 - 2024-03-31 100,987 $2,824,000 -38,558
   XML Financial LLC 95 - 2023-12-31 104,869 $2,720,000 -4,060
   HIGHTOWER ADVISORS, LLC 1281 - 2024-03-31 93,393 $2,611,000 -1,603
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1510 - 2024-03-31 90,499 $2,530,000 49,770
   Financial Partners Group Inc 41 - 2024-03-31 88,433 $2,473,000 833
   LexAurum Advisors LLC 40 - 2024-03-31 73,001 $2,041,000 5,075
   Financial Enhancement Group LLC 65 - 2024-03-31 69,391 $1,886,000 2,048
   BOLLARD GROUP LLC 90 - 2023-12-31 63,913 $1,658,000 0
   ENVESTNET ASSET MANAGEMENT INC 2601 - 2023-12-31 60,859 $1,579,000 -11,780
   TRANSAMERICA FINANCIAL ADVISORS, INC. 80 - 2023-12-31 59,133 $1,534,000 -18,335
   Rockefeller Capital Management L.P. 1020 - 2023-12-31 55,932 $1,451,000 -10,910
   PARKSIDE FINANCIAL BANK & TRUST 77 - 2024-03-31 49,661 $1,389,000 8,752
   AlphaCore Capital LLC 81 - 2023-12-31 52,400 $1,375,000 0
   STIFEL FINANCIAL CORP 1957 - 2023-12-31 50,998 $1,323,000 1,775
   Global Retirement Partners LLC 336 - 2024-03-31 40,719 $1,139,000 2,246
   BB&T CORP 1504 - 2023-12-31 43,735 $1,134,000 -840
   SANDY SPRING BANK 209 - 2024-03-31 39,071 $1,092,000 345
   WealthCare Investment Partners LLC 51 - 2024-03-31 37,433 $1,047,000 -21,647
   CAPTRUST FINANCIAL ADVISORS 1245 - 2023-12-31 39,825 $1,033,000 -1,397
   Capital Advisors Ltd. LLC 108 - 2024-03-31 31,564 $883,000 729
   Geneos Wealth Management Inc. 372 - 2024-03-31 30,994 $867,000 -1,306
   WESBANCO BANK INC 351 - 2024-03-31 25,840 $722,000 50
   MERCER GLOBAL ADVISORS INC /ADV 1136 - 2023-12-31 26,954 $699,000 310
   Objectivity Squared LLC 22 - 2024-03-31 23,301 $641,000 334
   CREATIVE PLANNING 1581 - 2023-12-31 22,820 $592,000 1,687
   Diversify Advisory Services LLC 404 - 2024-03-31 19,311 $537,000 0
   IFP Advisors Inc 550 - 2023-12-31 20,237 $525,000 859
   Investment Partners Asset Management Inc. 71 - 2024-03-31 17,843 $499,000 0
   Atria Wealth Solutions Inc. 1206 - 2023-12-31 18,700 $491,000 0
   WEALTHTRUST AXIOM LLC 142 - 2024-03-31 16,523 $462,000 -500
   Stokes Capital Advisors LLC 63 - 2024-03-31 16,453 $460,000 495
   DFPG INVESTMENTS INC. 440 - 2023-12-31 16,408 $432,000 2,721
   FirstPurpose Wealth LLC 141 - 2024-03-31 13,073 $360,000 1,420
   JANE STREET GROUP LLC 4305 *New 2023-12-31 13,275 $344,000 13,275
   HOWARD FINANCIAL SERVICES LTD. 115 - 2024-03-31 11,727 $328,000 1,612
   Leading Edge Financial Planning LLC 39 - 2024-03-31 10,284 $288,000 -2,747
   RAYMOND JAMES & ASSOCIATES 3349 - 2024-03-31 10,185 $285,000 100
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1944 - 2024-03-31 10,050 $281,000 0
   Private Portfolio Partners LLC 229 - 2024-03-31 9,717 $272,000 94
   FINANCIAL NETWORK 2323 - 2023-12-31 10,263 $266,000 -1,909
   Strategies Wealth Advisors LLC 83 - 2024-03-31 8,895 $249,000 205
   Baird Financial Group Inc. 1617 - 2023-12-31 8,322 $216,000 0
   UMB BANK N A/MO 588 - 2024-03-31 6,575 $184,000 0
   HANSON MCCLAIN, INC. 833 - 2024-03-31 5,970 $167,000 0
   MATHER GROUP, INC. 629 *New 2024-03-31 5,080 $132,000 5,080
   AYRSHIRE ASSOCIATES INC 236 - 2023-12-31 4,330 $113,000 0
   Blume Capital Management Inc. 137 - 2024-03-31 3,944 $110,000 0
   CITIGROUP INC 3392 - 2024-03-31 3,626 $101,000 0
   PRINCIPAL SECURITIES INC. 1268 - 2024-03-31 3,573 $100,000 2,291
   Steward Partners Investment Advisory LLC 1798 - 2023-12-31 2,925 $76,000 -937
   VALLEY NATIONAL ADVISERS INC 361 - 2024-03-31 2,505 $70,000 0
   Koesten Hirschmann & Crabtree INC. 66 - 2023-12-31 1,910 $50,000 0
   PNC FINANCIAL SERVICES GROUP INC 3156 - 2024-03-31 1,212 $34,000 -1,114
   J P MORGAN CHASE & CO 4878 - 2024-03-31 932 $26,000 -481
   CREATIVE FINANCIAL DESIGNS INC /ADV 1000 - 2024-03-31 630 $18,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 974 - 2024-03-31 600 $17,000 0
   Salomon & Ludwin LLC 510 - 2024-03-31 500 $14,000 0
   Westside Investment Management Inc. 615 - 2024-03-31 279 $8,000 0
   COMERICA BANK 3169 - 2023-12-31 296 $8,000 -8
   Advisor Group Holdings Inc. 5864 - 2024-03-31 186 $5,000 -870
   FMR LLC 4276 - 2023-12-31 199 $5,000 1
   Coppell Advisory Solutions LLC 1119 - 2023-12-31 200 $5,000 200
   FTB Advisors Inc. 1863 - 2024-03-31 141 $4,000 0
   LM Advisors LLC 604 - 2023-12-31 151 $4,000 0
   TUCKER ASSET MANAGEMENT LLC 671 - 2023-12-31 128 $3,000 3
   Goss Wealth Management LLC 3230 - 2023-12-31 120 $3,000 0
   SALEM INVESTMENT COUNSELORS INC 1042 - 2024-03-31 75 $2,000 0
   WEALTH BUILDERS 199 *Closed 2024-03-31 0 $0 -8,008
   FLOW TRADERS U.S. LLC 891 *Closed 2023-12-31 0 $0 -8,301
   BENJAMIN F. EDWARDS & COMPANY INC. 2136 *Closed 2024-03-31 0 $0 -40
   BROWN BROTHERS HARRIMAN & CO 1179 *Closed 2024-03-31 0 $0 -4,285
  100 Records found
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