Tortoise Energy Cap Corp

Q1 2014 vs Q2 2014

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Plante Moran Financial Advisors, LLC

UNCHANGED

Shares685 from 685

Change0 (0%)

Value$25 (+$2)

Filed 2014-07-28

Royal Bank of Canada

DECREASED

Shares460 from 50,053

Change-49,593 (-99%)

Value$17 (-$1.6K)

Filed 2014-08-14

Bank of America Corp

DECREASED

Shares48 from 545,064

Change-545,016 (-100%)

Value$2 (-$18.1K)

Filed 2014-08-14

Morgan Stanley

CLOSED

Shares0 from 703,796

Change-703,796 (-100%)

Value$0 (-$23.3K)

Filed 2014-08-12

Guggenheim Capital LLC

CLOSED

Shares0 from 666,465

Change-666,465 (-100%)

Value$0 (-$22.1K)

Filed 2014-08-14

Cedar Hill Associates, LLC

CLOSED

Shares0 from 644,767

Change-644,767 (-100%)

Value$0 (-$21.4K)

Filed 2014-08-12

GW&K Investment Management, LLC

CLOSED

Shares0 from 641,554

Change-641,554 (-100%)

Value$0 (-$21.3K)

Filed 2014-07-09

Atlantic Trust Group, LLC

CLOSED

Shares0 from 601,714

Change-601,714 (-100%)

Value$0 (-$20.1K)

Filed 2014-08-13

SIT Investment Associates Inc

CLOSED

Shares0 from 269,691

Change-269,691 (-100%)

Value$0 (-$8.9K)

Filed 2014-08-13

Independence Trust Co

CLOSED

Shares0 from 235,979

Change-235,979 (-100%)

Value$0 (-$7.8K)

Filed 2014-07-15

Hynes, Himmelreich, Glennon & Co, LLC

CLOSED

Shares0 from 211,795

Change-211,795 (-100%)

Value$0 (-$7.0K)

Filed 2014-08-15

Dean Investment Associates, LLC

CLOSED

Shares0 from 208,042

Change-208,042 (-100%)

Value$0 (-$6.9K)

Filed 2014-08-15

Whitnell & Co.

CLOSED

Shares0 from 200,897

Change-200,897 (-100%)

Value$0 (-$6.7K)

Filed 2014-08-07

Paragon Capital Management LLC

CLOSED

Shares0 from 174,043

Change-174,043 (-100%)

Value$0 (-$5.8K)

Filed 2014-07-23

Jacobus Wealth Management, Inc.

CLOSED

Shares0 from 121,295

Change-121,295 (-100%)

Value$0 (-$4.0K)

Filed 2014-08-06

Dock Street Asset Management Inc

CLOSED

Shares0 from 113,425

Change-113,425 (-100%)

Value$0 (-$3.8K)

Filed 2014-07-29

American Financial Group Inc

CLOSED

Shares0 from 111,700

Change-111,700 (-100%)

Value$0 (-$3.7K)

Filed 2014-08-13

Oppenheimer & Co Inc

CLOSED

Shares0 from 87,046

Change-87,046 (-100%)

Value$0 (-$2.9K)

Filed 2014-08-14

Mariner, LLC

CLOSED

Shares0 from 57,766

Change-57,766 (-100%)

Value$0 (-$1.9K)

Filed 2014-08-21

Wells Fargo & Company

CLOSED

Shares0 from 56,214

Change-56,214 (-100%)

Value$0 (-$1.9K)

Filed 2014-08-29

Invesco Ltd.

CLOSED

Shares0 from 54,675

Change-54,675 (-100%)

Value$0 (-$1.8K)

Filed 2014-08-14

Weiss Asset Management LP

CLOSED

Shares0 from 54,376

Change-54,376 (-100%)

Value$0 (-$1.8K)

Filed 2015-04-17

Financial Counselors Inc

CLOSED

Shares0 from 45,492

Change-45,492 (-100%)

Value$0 (-$1.5K)

Filed 2014-08-11

WMS Partners, LLC

CLOSED

Shares0 from 44,203

Change-44,203 (-100%)

Value$0 (-$1.5K)

Filed 2014-08-11

UBS AG

CLOSED

Shares0 from 43,621

Change-43,621 (-100%)

Value$0 (-$1.4K)

Filed 2014-08-14

Advisors Asset Management, Inc.

CLOSED

Shares0 from 43,493

Change-43,493 (-100%)

Value$0 (-$1.4K)

Filed 2014-08-14

Credit Suisse AG/

CLOSED

Shares0 from 24,663

Change-24,663 (-100%)

Value$0 (-$818)

Filed 2014-08-11

LPL Financial LLC

CLOSED

Shares0 from 23,041

Change-23,041 (-100%)

Value$0 (-$764)

Filed 2014-08-05

Deutsche Bank Ag\

CLOSED

Shares0 from 22,441

Change-22,441 (-100%)

Value$0 (-$743)

Filed 2014-08-15

Raymond James & Associates

CLOSED

Shares0 from 19,049

Change-19,049 (-100%)

Value$0 (-$631)

Filed 2014-08-13

Baird Robert W & Co Inc

CLOSED

Shares0 from 18,785

Change-18,785 (-100%)

Value$0 (-$623)

Filed 2014-08-08

Chevy Chase Trust Holdings, LLC

CLOSED

Shares0 from 18,382

Change-18,382 (-100%)

Value$0 (-$609)

Filed 2014-07-16

JPMorgan Chase & Co

CLOSED

Shares0 from 18,000

Change-18,000 (-100%)

Value$0 (-$597)

Filed 2014-09-03

Kayne Anderson Rudnick Investment Management LLC

CLOSED

Shares0 from 17,100

Change-17,100 (-100%)

Value$0 (-$567)

Filed 2014-08-05

Davenport & Co LLC

CLOSED

Shares0 from 14,983

Change-14,983 (-100%)

Value$0 (-$496.7K)

Filed 2014-07-25

Commonwealth Equity Services, Inc

CLOSED

Shares0 from 12,403

Change-12,403 (-100%)

Value$0 (-$411)

Filed 2014-07-23

People's United Financial, Inc.

CLOSED

Shares0 from 11,750

Change-11,750 (-100%)

Value$0 (-$390)

Filed 2014-08-12

First Republic Investment Management, Inc.

CLOSED

Shares0 from 11,600

Change-11,600 (-100%)

Value$0 (-$385)

Filed 2014-08-11

Osborn Rohs Williams & Donohoe Ltd

CLOSED

Shares0 from 10,400

Change-10,400 (-100%)

Value$0 (-$345)

Filed 2014-07-23

Stifel Financial Corp

CLOSED

Shares0 from 8,320

Change-8,320 (-100%)

Value$0 (-$276)

Filed 2014-08-14

Janney Montgomery Scott LLC

CLOSED

Shares0 from 8,074

Change-8,074 (-100%)

Value$0 (-$267.7K)

Filed 2014-08-13

McAdams Wright Ragen, Inc.

CLOSED

Shares0 from 7,914

Change-7,914 (-100%)

Value$0 (-$262)

Filed 2014-08-08

Geneva Investment Management of Chicago LLC

CLOSED

Shares0 from 6,990

Change-6,990 (-100%)

Value$0 (-$232)

Filed 2014-08-07

Clearbridge Investments, LLC

CLOSED

Shares0 from 6,000

Change-6,000 (-100%)

Value$0 (-$199)

Filed 2014-08-14

Creative Planning

CLOSED

Shares0 from 5,929

Change-5,929 (-100%)

Value$0 (-$197)

Filed 2014-08-20

Winslow, Evans & Crocker, Inc.

CLOSED

Shares0 from 5,150

Change-5,150 (-100%)

Value$0 (-$170.7K)

Filed 2014-07-16

Gofen & Glossberg LLC

CLOSED

Shares0 from 5,000

Change-5,000 (-100%)

Value$0 (-$162)

Filed 2014-07-15

Edelman Financial Group Inc.

CLOSED

Shares0 from 4,560

Change-4,560 (-100%)

Value$0 (-$156)

Filed 2014-08-08

US Bancorp \de\

CLOSED

Shares0 from 3,000

Change-3,000 (-100%)

Value$0 (-$99)

Filed 2014-08-14

SAN Francisco Sentry Investment Group (CA)

CLOSED

Shares0 from 2,705

Change-2,705 (-100%)

Value$0 (-$90)

Filed 2014-07-18

American International Group, Inc.

CLOSED

Shares0 from 1,900

Change-1,900 (-100%)

Value$0 (-$63.0K)

Filed 2014-08-08

Bank of Montreal

CLOSED

Shares0 from 1,717

Change-1,717 (-100%)

Value$0 (-$57)

Filed 2014-08-14

Shapiro Robert N

CLOSED

Shares0 from 1,550

Change-1,550 (-100%)

Value$0 (-$51)

Filed 2014-09-11

Elefante Michael B

CLOSED

Shares0 from 1,428

Change-1,428 (-100%)

Value$0 (-$47)

Filed 2014-07-24

Private Trust Co NA

CLOSED

Shares0 from 1,317

Change-1,317 (-100%)

Value$0 (-$44)

Filed 2014-07-22

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$33)

Filed 2014-08-08

Legg Mason Investment Counsel, LLC

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$34)

Filed 2014-08-14

Glenmede Trust Co NA

CLOSED

Shares0 from 800

Change-800 (-100%)

Value$0 (-$26)

Filed 2015-02-06

Citigroup Inc

CLOSED

Shares0 from 792

Change-792 (-100%)

Value$0 (-$26)

Filed 2014-08-14

Whittier Trust Co

CLOSED

Shares0 from 755

Change-755 (-100%)

Value$0 (-$25)

Filed 2014-08-04

WFG Advisors, LP

CLOSED

Shares0 from 730

Change-730 (-100%)

Value$0 (-$24)

Filed 2014-08-12

Fifth Third Bancorp

CLOSED

Shares0 from 720

Change-720 (-100%)

Value$0 (-$24)

Filed 2014-08-14

Loring Wolcott & Coolidge Fiduciary Advisors LLP

CLOSED

Shares0 from 666

Change-666 (-100%)

Value$0 (-$22)

Filed 2014-08-12

New England Securities Corp

CLOSED

Shares0 from 570

Change-570 (-100%)

Value$0 (-$19)

Filed 2014-08-04

Kavar Capital Partners, LLC

CLOSED

Shares0 from 530

Change-530 (-100%)

Value$0 (-$17)

Filed 2019-01-25

FTB Advisors, Inc.

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$17)

Filed 2014-08-07

Ladenburg Thalmann Financial Services Inc

CLOSED

Shares0 from 330

Change-330 (-100%)

Value$0 (-$11)

Filed 2014-08-14

Northwestern Mutual Wealth Management Co

CLOSED

Shares0 from 285

Change-285 (-100%)

Value$0 (-$9)

Filed 2014-08-05

Ameriprise Financial Inc

CLOSED

Shares0 from 229

Change-229 (-100%)

Value$0 (-$8)

Filed 2014-08-13

D.A. Davidson & Co.

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$6)

Filed 2014-07-29

MetLife Securities, Inc

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$7)

Filed 2014-08-04

	Status
Plante Moran Financial Advisors, LLC	UNCHANGED	685	685	0	0%	$23	$25	+$2	2014-07-28
Royal Bank of Canada	DECREASED	460	50,053	-49,593	-99%	$1.7K	$17	-$1.6K	2014-08-14
Bank of America Corp	DECREASED	48	545,064	-545,016	-100%	$18.1K	$2	-$18.1K	2014-08-14
Morgan Stanley	CLOSED	0	703,796	-703,796	-100%	$23.3K	$0	-$23.3K	2014-08-12
Guggenheim Capital LLC	CLOSED	0	666,465	-666,465	-100%	$22.1K	$0	-$22.1K	2014-08-14
Cedar Hill Associates, LLC	CLOSED	0	644,767	-644,767	-100%	$21.4K	$0	-$21.4K	2014-08-12
GW&K Investment Management, LLC	CLOSED	0	641,554	-641,554	-100%	$21.3K	$0	-$21.3K	2014-07-09
Atlantic Trust Group, LLC	CLOSED	0	601,714	-601,714	-100%	$20.1K	$0	-$20.1K	2014-08-13
SIT Investment Associates Inc	CLOSED	0	269,691	-269,691	-100%	$8.9K	$0	-$8.9K	2014-08-13
Independence Trust Co	CLOSED	0	235,979	-235,979	-100%	$7.8K	$0	-$7.8K	2014-07-15
Hynes, Himmelreich, Glennon & Co, LLC	CLOSED	0	211,795	-211,795	-100%	$7.0K	$0	-$7.0K	2014-08-15
Dean Investment Associates, LLC	CLOSED	0	208,042	-208,042	-100%	$6.9K	$0	-$6.9K	2014-08-15
Whitnell & Co.	CLOSED	0	200,897	-200,897	-100%	$6.7K	$0	-$6.7K	2014-08-07
Paragon Capital Management LLC	CLOSED	0	174,043	-174,043	-100%	$5.8K	$0	-$5.8K	2014-07-23
Jacobus Wealth Management, Inc.	CLOSED	0	121,295	-121,295	-100%	$4.0K	$0	-$4.0K	2014-08-06
Dock Street Asset Management Inc	CLOSED	0	113,425	-113,425	-100%	$3.8K	$0	-$3.8K	2014-07-29
American Financial Group Inc	CLOSED	0	111,700	-111,700	-100%	$3.7K	$0	-$3.7K	2014-08-13
Oppenheimer & Co Inc	CLOSED	0	87,046	-87,046	-100%	$2.9K	$0	-$2.9K	2014-08-14
Mariner, LLC	CLOSED	0	57,766	-57,766	-100%	$1.9K	$0	-$1.9K	2014-08-21
Wells Fargo & Company	CLOSED	0	56,214	-56,214	-100%	$1.9K	$0	-$1.9K	2014-08-29
Invesco Ltd.	CLOSED	0	54,675	-54,675	-100%	$1.8K	$0	-$1.8K	2014-08-14
Weiss Asset Management LP	CLOSED	0	54,376	-54,376	-100%	$1.8K	$0	-$1.8K	2015-04-17
Financial Counselors Inc	CLOSED	0	45,492	-45,492	-100%	$1.5K	$0	-$1.5K	2014-08-11
WMS Partners, LLC	CLOSED	0	44,203	-44,203	-100%	$1.5K	$0	-$1.5K	2014-08-11
UBS AG	CLOSED	0	43,621	-43,621	-100%	$1.4K	$0	-$1.4K	2014-08-14
Advisors Asset Management, Inc.	CLOSED	0	43,493	-43,493	-100%	$1.4K	$0	-$1.4K	2014-08-14
Credit Suisse AG/	CLOSED	0	24,663	-24,663	-100%	$818	$0	-$818	2014-08-11
LPL Financial LLC	CLOSED	0	23,041	-23,041	-100%	$764	$0	-$764	2014-08-05
Deutsche Bank Ag\	CLOSED	0	22,441	-22,441	-100%	$743	$0	-$743	2014-08-15
Raymond James & Associates	CLOSED	0	19,049	-19,049	-100%	$631	$0	-$631	2014-08-13
Baird Robert W & Co Inc	CLOSED	0	18,785	-18,785	-100%	$623	$0	-$623	2014-08-08
Chevy Chase Trust Holdings, LLC	CLOSED	0	18,382	-18,382	-100%	$609	$0	-$609	2014-07-16
JPMorgan Chase & Co	CLOSED	0	18,000	-18,000	-100%	$597	$0	-$597	2014-09-03
Kayne Anderson Rudnick Investment Management LLC	CLOSED	0	17,100	-17,100	-100%	$567	$0	-$567	2014-08-05
Davenport & Co LLC	CLOSED	0	14,983	-14,983	-100%	$496.7K	$0	-$496.7K	2014-07-25
Commonwealth Equity Services, Inc	CLOSED	0	12,403	-12,403	-100%	$411	$0	-$411	2014-07-23
People's United Financial, Inc.	CLOSED	0	11,750	-11,750	-100%	$390	$0	-$390	2014-08-12
First Republic Investment Management, Inc.	CLOSED	0	11,600	-11,600	-100%	$385	$0	-$385	2014-08-11
Osborn Rohs Williams & Donohoe Ltd	CLOSED	0	10,400	-10,400	-100%	$345	$0	-$345	2014-07-23
Stifel Financial Corp	CLOSED	0	8,320	-8,320	-100%	$276	$0	-$276	2014-08-14
Janney Montgomery Scott LLC	CLOSED	0	8,074	-8,074	-100%	$267.7K	$0	-$267.7K	2014-08-13
McAdams Wright Ragen, Inc.	CLOSED	0	7,914	-7,914	-100%	$262	$0	-$262	2014-08-08
Geneva Investment Management of Chicago LLC	CLOSED	0	6,990	-6,990	-100%	$232	$0	-$232	2014-08-07
Clearbridge Investments, LLC	CLOSED	0	6,000	-6,000	-100%	$199	$0	-$199	2014-08-14
Creative Planning	CLOSED	0	5,929	-5,929	-100%	$197	$0	-$197	2014-08-20
Winslow, Evans & Crocker, Inc.	CLOSED	0	5,150	-5,150	-100%	$170.7K	$0	-$170.7K	2014-07-16
Gofen & Glossberg LLC	CLOSED	0	5,000	-5,000	-100%	$162	$0	-$162	2014-07-15
Edelman Financial Group Inc.	CLOSED	0	4,560	-4,560	-100%	$156	$0	-$156	2014-08-08
US Bancorp \de\	CLOSED	0	3,000	-3,000	-100%	$99	$0	-$99	2014-08-14
SAN Francisco Sentry Investment Group (CA)	CLOSED	0	2,705	-2,705	-100%	$90	$0	-$90	2014-07-18
American International Group, Inc.	CLOSED	0	1,900	-1,900	-100%	$63.0K	$0	-$63.0K	2014-08-08
Bank of Montreal	CLOSED	0	1,717	-1,717	-100%	$57	$0	-$57	2014-08-14
Shapiro Robert N	CLOSED	0	1,550	-1,550	-100%	$51	$0	-$51	2014-09-11
Elefante Michael B	CLOSED	0	1,428	-1,428	-100%	$47	$0	-$47	2014-07-24
Private Trust Co NA	CLOSED	0	1,317	-1,317	-100%	$44	$0	-$44	2014-07-22
PNC Financial Services Group, Inc.	CLOSED	0	1,000	-1,000	-100%	$33	$0	-$33	2014-08-08
Legg Mason Investment Counsel, LLC	CLOSED	0	1,000	-1,000	-100%	$34	$0	-$34	2014-08-14
Glenmede Trust Co NA	CLOSED	0	800	-800	-100%	$26	$0	-$26	2015-02-06
Citigroup Inc	CLOSED	0	792	-792	-100%	$26	$0	-$26	2014-08-14
Whittier Trust Co	CLOSED	0	755	-755	-100%	$25	$0	-$25	2014-08-04
WFG Advisors, LP	CLOSED	0	730	-730	-100%	$24	$0	-$24	2014-08-12
Fifth Third Bancorp	CLOSED	0	720	-720	-100%	$24	$0	-$24	2014-08-14
Loring Wolcott & Coolidge Fiduciary Advisors LLP	CLOSED	0	666	-666	-100%	$22	$0	-$22	2014-08-12
New England Securities Corp	CLOSED	0	570	-570	-100%	$19	$0	-$19	2014-08-04
Kavar Capital Partners, LLC	CLOSED	0	530	-530	-100%	$17	$0	-$17	2019-01-25
FTB Advisors, Inc.	CLOSED	0	500	-500	-100%	$17	$0	-$17	2014-08-07
Ladenburg Thalmann Financial Services Inc	CLOSED	0	330	-330	-100%	$11	$0	-$11	2014-08-14
Northwestern Mutual Wealth Management Co	CLOSED	0	285	-285	-100%	$9	$0	-$9	2014-08-05
Ameriprise Financial Inc	CLOSED	0	229	-229	-100%	$8	$0	-$8	2014-08-13
D.A. Davidson & Co.	CLOSED	0	200	-200	-100%	$6	$0	-$6	2014-07-29
MetLife Securities, Inc	CLOSED	0	200	-200	-100%	$7	$0	-$7	2014-08-04

Showing 71 of 71 institutions