Stock TransactionsTORTOISE ENERGY

Total Bought
58,406
9 transactions
Total Sold
101,032
13 transactions
Net
-42,626
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Matisse Capital58,81480,000+21,1860.901.19+0.29buy
Arete Wealth Advisors, LLC138,763150,761+11,9980.300.43+0.13buy
Quantedge Capital Pte Ltd58,40366,703+8,3000.820.87+0.05buy
Eagle Bluffs Wealth Management LLC93,62599,891+6,2661.841.92+0.08buy
JOHN G ULLMAN & ASSOCIATES INC10,03515,041+5,0060.050.07+0.03buy
SeaCrest Wealth Management, LLC8,53711,729+3,1920.030.04+0.01buy
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC6002,294+1,6940.000.02+0.01buy
Samalin Investment Counsel, LLC11,55711,973+4160.170.18+0.01buy
180 WEALTH ADVISORS, LLC53,99954,347+3480.310.30-0.01buy
Next Capital Management LLC9,7829,770-120.120.12+0.00sell
Quadrant Private Wealth Management, LLC21,70021,628-720.170.17-0.00sell
JNBA Financial Advisors1,5501,372-1780.010.00-0.00sell
MGB Wealth Management, LLC22,19022,003-1870.320.28-0.04sell
PIN OAK INVESTMENT ADVISORS INC1,063783-2800.030.02-0.01sell
Old Port Advisors10,49710,000-4970.100.09-0.01sell
PSI Advisors, LLC6,7166,205-5110.070.07-0.00sell
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.36,41734,573-1,8440.090.09-0.00sell
Laird Norton Wetherby Wealth Management, LLC11,6108,610-3,0000.020.01-0.00sell
SIT INVESTMENT ASSOCIATES INC22,71019,627-3,0830.020.01-0.00sell
1620 INVESTMENT ADVISORS, INC.18,7025,308-13,3940.590.59+0.00sell
CSS LLC/IL22,0826,891-15,1910.040.01-0.02sell
Almitas Capital LLC72,6649,881-62,7830.720.13-0.59sell
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