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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BOLLARD GROUP LLC 90 - 2023-12-31 63,913 $1,658,000 0
   AlphaCore Capital LLC 81 - 2023-12-31 52,400 $1,375,000 0
   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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1944 - 2024-03-31 10,050 $281,000 0
   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
   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
   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
   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
   FTB Advisors Inc. 1863 - 2024-03-31 141 $4,000 0
   Goss Wealth Management LLC 3230 - 2023-12-31 120 $3,000 0
   SALEM INVESTMENT COUNSELORS INC 1042 - 2024-03-31 75 $2,000 0
   PROEQUITIES INC. 9501 - 2024-03-31 0 $0 0

  21 Records found
  1    
  Page 1 of 1
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