TBLU Institutional Ownership
Tortoise Global Water Fund
1W: -0.5%
1M: -2.4%
3M: -5.1%
YTD: -4.5%
1Y: -7.7%
3Y: +32.9%
5Y: +10.0%
$49.05
+0.64 (+1.31%)
Weekly Expected Move ±1.8%
$47
$48
$49
$50
$51
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — TBLU
44
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
19M
Total Invested
5
New Positions
14
Increased
14
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (47 total)
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| JANE STREET GROUP, LLC | 4,412 | 216K |
| Octavia Wealth Advisors, LLC | 3,947 | 194K |
| Global Retirement Partners, LLC | 303 | 15K |
| MERCER GLOBAL ADVISORS INC /ADV | 100 | 5K |
| Silver Grove Financial Group, Inc. | 52 | 3K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Hilltop Holdings Inc. | 24,319 | 1M |
| Western Wealth Management, LLC | 802 | 39K |
| WFA of San Diego, LLC | 686 | 34K |
| Smartleaf Asset Management LLC | 68 | 3K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 50 | 2K |
| Advisory Services Network, LLC | 0 | 0K |
Biggest Increases (14)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WCG Wealth Advisors LLC | +17,405 | +24.8% | 87,537 |
| Harel Insurance Investments & Finan | +14,952 | +28.5% | 67,502 |
| Thrivent Financial for Lutherans | +5,382 | +14.9% | 41,505 |
| MENORA MIVTACHIM HOLDINGS LTD. | +4,188 | +104.2% | 8,208 |
| OSAIC HOLDINGS, INC. | +823 | +81.5% | 1,833 |
| Equitable Holdings, Inc. | +461 | +2.9% | 16,545 |
| LPL Financial LLC | +190 | +1.1% | 16,728 |
| HAZLETT, BURT & WATSON, INC. | +107 | +7.7% | 1,497 |
| Cetera Investment Advisers | +101 | +2.0% | 5,248 |
| SIGNATURE ESTATE & INVESTMENT ADVIS | +88 | +1.0% | 9,058 |
| Phoenix Wealth Advisors | +78 | +0.4% | 17,776 |
| Mariner, LLC | +16 | +0.1% | 12,691 |
| Ameritas Investment Partners, Inc. | +13 | +0.9% | 1,406 |
| WELLS FARGO & COMPANY/MN | +1 | — | 1 |
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| NATURAL INVESTMENTS, LLC | -3,646 | -33.6% | 7,198 |
| RAYMOND JAMES FINANCIAL INC | -1,887 | -11.9% | 14,024 |
| FLOW TRADERS U.S. LLC | -919 | -3.4% | 25,996 |
| Orion Porfolio Solutions, LLC | -808 | -15.9% | 4,284 |
| CAPTRUST FINANCIAL ADVISORS | -600 | -7.4% | 7,503 |
| CWM, LLC | -484 | -52.8% | 432 |
| Focus Partners Wealth | -477 | -7.4% | 5,957 |
| Meramec Financial Planners, LLC | -344 | -2.2% | 15,167 |
| ENVESTNET ASSET MANAGEMENT INC | -100 | -0.8% | 12,732 |
| FMR LLC | -55 | -8.4% | 602 |
| UBS Group AG | -49 | -4.9% | 948 |
| Farther Finance Advisors, LLC | -40 | -22.5% | 138 |