Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Tortoise North American Pipeline Fund (TPYP)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
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
   CWM LLC 340 - 2024-03-31 269,399 $7,532,000 -55,926
   UBS Group AG 1685 - 2023-12-31 272,473 $7,068,000 -158
   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
   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
   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
   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
   BB&T CORP 1504 - 2023-12-31 43,735 $1,134,000 -840
   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
   Geneos Wealth Management Inc. 372 - 2024-03-31 30,994 $867,000 -1,306
   WEALTHTRUST AXIOM LLC 142 - 2024-03-31 16,523 $462,000 -500
   Leading Edge Financial Planning LLC 39 - 2024-03-31 10,284 $288,000 -2,747
   FINANCIAL NETWORK 2323 - 2023-12-31 10,263 $266,000 -1,909
   Steward Partners Investment Advisory LLC 1798 - 2023-12-31 2,925 $76,000 -937
   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
   COMERICA BANK 3169 - 2023-12-31 296 $8,000 -8
   Advisor Group Holdings Inc. 5864 - 2024-03-31 186 $5,000 -870
  31 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us