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Tortoise North American Pipeline Fund

91 hedge funds and large institutions have $348M invested in Tortoise North American Pipeline Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
91
Holders Change
-5
Holders Change %
-5.21%
% of All Funds
1.44%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
6
Increased
32
Reduced
40
Closed
11
Calls
$589K
Puts
Net Calls
+$589K
Net Calls Change
+$8K
Name Market Value Shares Shares
Change
Shares
Change %
AT
1
Arvest Trust
Oklahoma
$49.8M 1,954,133 -2,532 -0.1%
TIA
2
Traphagen Investment Advisors
New Jersey
$33.6M 1,362,627 +22,644 +2%
Bank of America
3
Bank of America
North Carolina
$28.3M 1,146,205 -24,591 -2%
BB
4
Busey Bank
Illinois
$19.3M 784,746 -1,231,147 -61%
Morgan Stanley
5
Morgan Stanley
New York
$19M 770,971 -22,339 -3%
MFG
6
Magnus Financial Group
New York
$19M 770,554 +3,151 +0.4%
FM
7
Foster & Motley
Ohio
$17.1M 694,482 +18,766 +3%
AP
8
Atwood & Palmer
Missouri
$14.9M 604,358 +6,395 +1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$14.5M 587,077 +11,679 +2%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$9.84M 399,159 -24,229 -6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$7.38M 299,488 -779 -0.3%
KMWM
12
Keudell/Morrison Wealth Management
Oregon
$7.37M 298,774 -1,983 -0.7%
UBS Group
13
UBS Group
Switzerland
$6.77M 274,578 -20,375 -7%
TSWM
14
Triangle Securities Wealth Management
North Carolina
$6.44M 261,267 +4,353 +2%
OA
15
Oxbow Advisors
Texas
$6.41M 259,851 +7,249 +3%
Cerity Partners
16
Cerity Partners
New York
$6.4M 259,698 -7,310 -3%
EDRIA
17
Edmonds Duncan Registered Investment Advisors
Kansas
$5.79M 234,944 +5,533 +2%
Mariner
18
Mariner
Kansas
$5.26M 213,438 +4 +0%
RFC
19
Regions Financial Corp
Alabama
$4.87M 197,631 -11,694 -6%
IWP
20
Icon Wealth Partners
Texas
$4.3M 174,238 -11,360 -6%
FWP
21
FAS Wealth Partners
Kansas
$4.18M 169,607 +3,061 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.54M 143,539 -4,268 -3%
CCB
23
Country Club Bank
Missouri
$3.14M 128,345 -9,215 -7%
HSA
24
HBK Sorce Advisory
Pennsylvania
$3.04M 123,132 -26,999 -18%
QCIG
25
Quad-Cities Investment Group
Iowa
$2.97M 120,270 -2,816 -2%