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Tortoise Global Water ESG Fund (TBLU) Institutional Ownership

$51.73 +0.25 (+0.49%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$10.36M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$2.32M
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TBLU Institutional Buying and Selling by Quarter

Tortoise Global Water ESG Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Harel Insurance Investments & Financial Services Ltd.52,550$2.65M0.0%+28.2%5.005%
4/28/2026 Meramec Financial Planners LLC15,511$824K0.3%-23.6%1.477%
2/17/2026Cetera Investment Advisers4,871$247K0.0%+29.6%0.464%
2/17/2026Hilltop Holdings Inc.24,319$1.24M0.1%N/A2.316%
2/17/2026Equitable Holdings Inc.16,068$816K0.0%+6.8%1.530%
2/17/2026Captrust Financial Advisors8,743$444K0.0%+3.9%0.833%
2/12/2026Orion Porfolio Solutions LLC5,683$289K0.0%-60.9%0.541%
2/10/2026WCG Wealth Advisors LLC67,523$3.43M0.1%+422.3%6.431%
2/5/2026 Thrivent Financial for Lutherans35,561$1.87M0.0%N/A3.387%
2/3/2026Harel Insurance Investments & Financial Services Ltd.40,976$2.12M0.0%+40.8%3.902%
1/26/2026CWM LLC916$47K0.0%-67.1%0.087%
1/23/2026 Natural Investments LLC14,063$714K0.2%N/A1.339%
11/21/2025CIBC Bancorp USA Inc.8,400$448K0.0%N/A0.800%
11/17/2025Flow Traders U.S. LLC5,210$278K0.0%N/A0.496%
11/17/2025Focus Partners Wealth10,703$568K0.0%N/A1.019%
11/17/2025Citadel Advisors LLC9,820$523K0.0%+14.8%0.935%
11/14/2025Raymond James Financial Inc.15,166$808K0.0%+7.8%1.444%
11/14/2025Virtu Financial LLC4,828$257K0.0%N/A0.460%
11/14/2025WCG Wealth Advisors LLC12,929$689K0.0%-68.9%1.231%
11/13/2025UBS Group AG10,912$581K0.0%+2.0%1.039%
11/10/2025Ameritas Investment Partners Inc.1,359$72K0.0%N/A0.129%
11/4/2025Hazlett Burt & Watson Inc.1,373$74K0.0%+37.9%0.131%
10/29/2025Harel Insurance Investments & Financial Services Ltd.29,100$1.55M0.0%+36.7%2.771%
8/15/2025Captrust Financial Advisors8,373$443K0.0%+7.5%0.797%
8/15/2025WFA of San Diego LLC686$36K0.0%N/A0.065%
4/29/2025Olde Wealth Management LLC949$44K0.0%N/A0.086%
4/17/2025North Star Investment Management Corp.1,325$63K0.0%N/A0.120%
4/9/2025NBC Securities Inc.730$34K0.0%N/A0.066%


TBLU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TBLU shares?

During the previous two years, 24 institutional investors and hedge funds held shares of Tortoise Global Water ESG Fund. The most heavily invested institutionals were WCG Wealth Advisors LLC ($3.43M), Harel Insurance Investments & Financial Services Ltd. ($2.65M), Thrivent Financial for Lutherans ($1.87M), Hilltop Holdings Inc. ($1.24M), Meramec Financial Planners LLC ($824K), Equitable Holdings Inc. ($816K), and Raymond James Financial Inc. ($808K).Learn more on Tortoise Global Water ESG Fund's institutional investors.

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

Of the 21 institutional investors that purchased Tortoise Global Water ESG Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: WCG Wealth Advisors LLC ($54.59K), Thrivent Financial for Lutherans ($35.56K), Harel Insurance Investments & Financial Services Ltd. ($31.26K), Hilltop Holdings Inc. ($24.32K), Natural Investments LLC ($14.06K), Focus Partners Wealth ($10.70K), and CIBC Bancorp USA Inc. ($8.40K).

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

Institutional investors have bought a total of 196,982 shares in the last 24 months. This purchase volume represents approximately $10.36M in transactions.

Which of Tortoise Global Water ESG Fund's major shareholders have been selling company stock?

The following institutional investors have sold Tortoise Global Water ESG Fund stock in the last 24 months: WCG Wealth Advisors LLC ($28.60K), Orion Porfolio Solutions LLC ($8.87K), Meramec Financial Planners LLC ($4.79K), and CWM LLC ($1.86K).

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

Institutional investors have sold a total of 44,120 shares in the last 24 months. This volume of shares sold represents approximately $2.32M in transactions.


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This page (BATS:TBLU) was last updated on 5/5/2026 by MarketBeat.com Staff.
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