BerganKDV Wealth Management, LLC - BUCKEYE PARTNERS L P ownership

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of BUCKEYE PARTNERS L P
ValueSharesWeighting
Q3 2019$17,0000.0%4200.0%0.00%0.0%
Q2 2019$17,000
+21.4%
4200.0%0.00%0.0%
Q1 2019$14,000
+16.7%
4200.0%0.00%0.0%
Q4 2018$12,000
-20.0%
4200.0%0.00%0.0%
Q3 2018$15,0000.0%4200.0%0.00%0.0%
Q2 2018$15,0004200.00%
Other shareholders
BUCKEYE PARTNERS L P shareholders Q3 2023
NameSharesValueWeighting ↓
CHICKASAW CAPITAL MANAGEMENT LLC 7,879,285$281,369,0005.87%
Trust Asset Management LLC 9,922,236$9,685,0004.79%
KAYNE ANDERSON CAPITAL ADVISORS LP 21,960,578$751,354,0004.71%
ALPS ADVISORS INC 12,904,583$460,823,0003.02%
Cypress Wealth Advisors LLC 72,300$2,582,0002.72%
TORTOISE CAPITAL ADVISORS, L.L.C. 11,790,497$419,636,0002.45%
Probabilities Fund Management, LLC 18,320$654,0001.47%
Quadrant Private Wealth Management, LLC 38,975$1,392,0001.23%
ALBERT D MASON INC 45,195$1,614,0001.10%
Harvest Fund Advisors LLC 2,823,081$100,812,0000.90%
View complete list of BUCKEYE PARTNERS L P shareholders