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Tortoise Global Water ESG Fund (TBLU) Institutional Ownership

$54.20 -0.47 (-0.86%)
As of 08/21/2025

Institutional Ownership Changes (13F Filings) for Tortoise Global Water ESG Fund (BATS:TBLU)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$208.83K
Number of
Institutional Sellers
(last 12 months)
0
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TBLU Institutional Buying and Selling by Quarter

Tortoise Global Water ESG Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Captrust Financial Advisors8,373$443K0.0%+7.5%0.797%
8/15/2025 WFA of San Diego LLC686$36K0.0%N/A0.065%
4/29/2025Olde Wealth Management LLC949$44K0.0%N/A0.086%
4/17/2025 North Star Investment Management Corp.1,325$63K0.0%N/A0.120%
4/9/2025 NBC Securities Inc.730$34K0.0%N/A0.066%
(Data available from 1/1/2016 forward)

TBLU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TBLU shares?

During the previous two years, the following institutional investors and hedge funds held shares of Tortoise Global Water ESG Fund shares: Captrust Financial Advisors ($443K), North Star Investment Management Corp. ($63K), Olde Wealth Management LLC ($44K), and WFA of San Diego LLC ($36K), NBC Securities Inc. ($34K).Learn more on Tortoise Global Water ESG Fund's institutional investors.

Which institutional investors have been buying Tortoise Global Water ESG Fund's stock?

The following institutional investors have purchased Tortoise Global Water ESG Fund's stock in the last 24 months: North Star Investment Management Corp. ($1.33K), Olde Wealth Management LLC ($949.00), NBC Securities Inc. ($730.00), WFA of San Diego LLC ($686.00), and Captrust Financial Advisors ($582.00).

How much institutional buying is happening at Tortoise Global Water ESG Fund?

Institutional investors have bought a total of 4,272 shares in the last 24 months. This purchase volume represents approximately $208.83K in transactions.



This page (BATS:TBLU) was last updated on 8/22/2025 by MarketBeat.com Staff
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