TPYP — TORTOISE CAPITAL SERIES TRUS

Ownership history in HM PAYSON & CO  ·  1 quarter on record

This page tracks every 13F SEC filing in which HM PAYSON & CO reported a position in TORTOISE CAPITAL SERIES TRUS (TPYP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 509 — — 0.00% $19K $36.11
% of Fund (quarterly)    TPYP price (monthly, adj. close)

Other funds also holding TPYP

As of 2025 Q4 — sorted by position size

Magnus Financial Group LLC 3Y 7Y 2.32% Keudell/Morrison Wealth Management 3Y 2.29% TRAPHAGEN INVESTMENT ADVISORS LLC 2.14% ARVEST INVESTMENTS, INC. 1.82% Triangle Securities Wealth Management 3Y 7Y 1.69% ATWOOD & PALMER INC 3Y 7Y 1.33% Quad-Cities Investment Group, LLC 3Y 7Y 1.32% FOSTER & MOTLEY INC 3Y 7Y 1.23% Battery Global Advisors, LLC 1.13% Smith & Howard Wealth Management, LLC 3Y 7Y 0.91%
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