TORTOISE ESSENTIAL ASSETS IN shareholder history

Current and past TORTOISE ESSENTIAL ASSETS IN shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 10100.00%0.00%0.00%Q1 2019Q2 202110
CWM, LLC 10100.00%0.00%0.00%Q1 2019Q2 202110
UBS Group AG 10100.00%0.00%0.00%Q1 2019Q2 202110
WELLS FARGO & COMPANY/MN 10100.00%0.00%0.00%Q1 2019Q2 202110
BANK OF AMERICA CORP /DE/ 10100.00%0.00%0.00%Q1 2019Q2 202110
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 10100.00%0.00%0.00%Q1 2019Q2 202110
J.P. Morgan Private Wealth Advisors LLC 880.00%0.00%0.00%Q3 2019Q2 20218
ROYAL BANK OF CANADA 880.00%0.00%0.00%Q2 2019Q1 20218
RAYMOND JAMES & ASSOCIATES 880.00%0.00%0.01%Q3 2019Q2 20218
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 880.24%0.45%0.58%Q3 2019Q2 20218
Shaker Financial Services, LLC 770.43%0.70%0.96%Q4 2019Q2 20217
KAYNE ANDERSON CAPITAL ADVISORS LP 770.01%0.02%0.02%Q1 2020Q3 20217
Chicago Partners Investment Group LLC 770.02%0.03%0.04%Q4 2019Q2 20217
TRUIST FINANCIAL CORP 770.00%0.00%0.00%Q4 2019Q2 20217
Matisse Capital 661.23%1.37%1.55%Q1 2020Q2 20216
Janney Montgomery Scott LLC 660.00%0.00%0.01%Q1 2020Q2 20216
USCA RIA LLC 660.01%0.05%0.09%Q1 2019Q2 20206
D.A. DAVIDSON & CO. 420.03%0.04%0.05%Q2 2019Q2 20216
OSAIC HOLDINGS, INC. 660.00%0.00%0.00%Q1 2020Q2 20216
OPPENHEIMER & CO INC 660.00%0.01%0.01%Q1 2020Q2 20216
STIFEL FINANCIAL CORP 330.00%0.00%0.01%Q4 2019Q2 20216
Partnervest Advisory Services LLC 550.06%0.10%0.18%Q3 2019Q3 20205
WEDBUSH SECURITIES INC 550.01%0.03%0.08%Q2 2019Q2 20205
American Portfolios Advisors 550.00%0.00%0.00%Q2 2020Q2 20215
Aristides Capital LLC 550.36%0.66%0.92%Q1 2020Q1 20215
Lindbrook Capital, LLC 550.00%0.00%0.00%Q2 2020Q2 20215
Steward Partners Investment Advisory, LLC 550.00%0.00%0.00%Q4 2019Q4 20205
6 Meridian 440.02%0.05%0.08%Q1 2020Q4 20204
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q1 2020Q4 20204
Mariner, LLC 220.00%0.02%0.05%Q4 2019Q2 20214
Wealth Alliance 330.15%0.17%0.18%Q4 2020Q2 20213
CITIZENS FINANCIAL GROUP INC/RI 330.00%0.00%0.00%Q4 2019Q2 20203
PNC FINANCIAL SERVICES GROUP, INC. 330.00%0.00%0.00%Q4 2020Q2 20213
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 330.05%0.06%0.07%Q4 2019Q2 20203
CITIGROUP INC 210.00%0.00%0.00%Q4 2019Q2 20213
Hilltop Holdings Inc. 330.04%0.04%0.05%Q4 2020Q2 20213
WOLVERINE ASSET MANAGEMENT LLC 330.01%0.02%0.03%Q1 2020Q3 20203
GOLDMAN SACHS GROUP INC 330.00%0.00%0.00%Q1 2020Q3 20203
LADENBURG THALMANN FINANCIAL SERVICES INC. 220.00%0.00%0.00%Q3 2019Q4 20192
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q2 2019Q4 20192
US BANCORP \DE\ 220.00%0.00%0.00%Q1 2021Q2 20212
PARAMETRIC PORTFOLIO ASSOCIATES LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Abundance Wealth Counselors 220.05%0.14%0.23%Q1 2021Q2 20212
FRANKLIN RESOURCES INC 220.00%0.00%0.00%Q2 2019Q3 20192
Ahrens Investment Partners LLC 220.24%0.25%0.26%Q1 2021Q2 20212
Private Advisor Group, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
BB&T SECURITIES, LLC 220.00%0.01%0.01%Q2 2019Q3 20192
CreativeOne Wealth, LLC 220.04%0.04%0.04%Q4 2020Q1 20212
FNY Investment Advisers, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
MACROVIEW INVESTMENT MANAGEMENT LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Citadel Advisors 110.00%0.00%0.00%Q2 2019Q2 20191
RIVERNORTH CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
TFO Wealth Partners, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
MARINER INVESTMENT GROUP LLC 111.35%1.35%1.35%Q4 2019Q4 20191
NEXT Financial Group, Inc 110.00%0.00%0.00%Q2 2019Q2 20191
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q3 2020Q3 20201
Advisor Group, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
CLOUGH CAPITAL PARTNERS L P 110.04%0.04%0.04%Q4 2019Q4 20191
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This page lists all the filers that currently own TORTOISE ESSENTIAL ASSETS IN or have owned TORTOISE ESSENTIAL ASSETS IN in the past.