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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 11 - 2023-12-31 777,517 $20,169,000 6,930
   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 7 - 2023-12-31 398,471 $10,336,000 110,426
   BUSEY TRUST CO 85 - 2024-03-31 321,761 $8,996,000 2,910
   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
   WELLS FARGO & CO/MN 1697 - 2023-12-31 277,716 $7,204,000 265,122
   UBS Group AG 1685 - 2023-12-31 272,473 $7,068,000 -158
   COMMONWEALTH EQUITY SERVICES LLC. 897 - 2023-12-31 269,969 $7,003,000 -30,939
   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
   OXBOW ADVISORS, LLC 26 - 2023-12-31 253,259 $6,570,000 -5,146
   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
   Financial Advisory Service Inc. - 2023-12-31 156,203 $4,052,000 -4,260
   Icon Wealth Partners LLC 43 - 2023-09-30 164,633 $4,025,000 -9,605
   LPL FINANCIAL CORP 1896 - 2023-12-31 139,545 $3,620,000 15,703
   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 - 2023-12-31 116,442 $3,024,000 -3,904
   Quad-Cities Investment Group LLC 14 - 2024-03-31 106,870 $2,988,000 -5,390
   XML Financial LLC 95 - 2023-12-31 104,869 $2,720,000 -4,060
   HIGHTOWER ADVISORS, LLC 1303 - 2023-12-31 94,996 $2,461,000 -972
   Financial Partners Group Inc 37 - 2023-12-31 87,600 $2,272,000 -5,027
   JANNEY MONTGOMERY SCOTT LLC 1075 *New 2023-12-31 80,341 $2,084,000 80,341
   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
   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
   PARKSIDE FINANCIAL BANK & TRUST 89 - 2023-12-31 40,909 $1,061,000 40,909
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2726 - 2023-12-31 40,729 $1,057,000 7,581
   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
   SANDY SPRING BANK - 2023-12-31 38,726 $1,005,000 1,150
   Capital Advisors Ltd. LLC 108 - 2024-03-31 31,564 $883,000 729
   Geneos Wealth Management Inc. - 2023-12-31 32,300 $838,000 -14,757
   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
   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
   Stokes Capital Advisors LLC 63 - 2024-03-31 16,453 $460,000 495
   WEALTHTRUST AXIOM LLC 138 - 2023-12-31 17,023 $442,000 500
   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
   Leading Edge Financial Planning LLC 39 - 2023-12-31 13,031 $338,000 132
   HOWARD FINANCIAL SERVICES LTD. 115 - 2024-03-31 11,727 $328,000 1,612
   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
   FINANCIAL NETWORK 2323 - 2023-12-31 10,263 $266,000 -1,909
   Private Portfolio Partners LLC 230 - 2023-12-31 9,623 $250,000 -86
   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
   WEALTH BUILDERS 191 - 2023-12-31 8,008 $208,000 -320
   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
   BROWN BROTHERS HARRIMAN & CO 596 - 2023-12-31 4,285 $111,000 -173
   Blume Capital Management Inc. 132 - 2023-12-31 3,944 $102,000 0
   CITIGROUP INC 3296 - 2023-12-31 3,626 $94,000 0
   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
   PNC FINANCIAL SERVICES GROUP INC 2872 - 2023-12-31 2,326 $60,000 0
   Koesten Hirschmann & Crabtree INC. 66 - 2023-12-31 1,910 $50,000 0
   J P MORGAN CHASE & CO 4807 - 2023-12-31 1,413 $37,000 482
   PRINCIPAL SECURITIES INC. 1636 - 2023-12-31 1,282 $33,000 0
   Advisor Group Holdings Inc. 5254 - 2023-12-31 1,056 $27,000 -1,390
   GUARANTY TRUST CO OF MISSOURI /MO/ 974 - 2024-03-31 600 $17,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 961 - 2023-12-31 630 $16,000 0
   Salomon & Ludwin LLC 469 - 2023-12-31 500 $12,000 0
   Concord Wealth Partners 549 - 2023-12-31 421 $11,000 0
   Westside Investment Management Inc. 615 - 2024-03-31 279 $8,000 0
   COMERICA BANK 3169 - 2023-12-31 296 $8,000 -8
   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
   BENJAMIN F. EDWARDS & COMPANY INC. 2022 - 2023-12-31 40 $1,000 -241
   FNY Investment Advisers LLC 393 *New 2023-12-31 50 $1,000 50
  100 Records found
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