Tortoise Investment Management, LLC Purchases in Q3 2024

Tortoise Investment Management, LLC

  • $905 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGLT
Vanguard Long Term Treasury Et

ETFs
62.5K
+ 17.1%
$56.52 - $63.23 $3.53M - $3.95M
428K $26.3M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
220K
+ 55.29%
$20.71 - $21.69 $4.56M - $4.78M
618K $13.4M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
75.6K
New
$50.52 - $50.95 $3.82M - $3.85M
75.6K $3.84M
AVUS
American Centy ETF Tr Avantis

ETFs
24.2K
+ 9.38%
$86.27 - $95.15 $2.09M - $2.31M
283K $26.9M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
17.1K
+ 3.79%
$98.99 - $101.51 $1.69M - $1.73M
467K $47.4M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
46.9K
+ 50.55%
$41.02 - $46.01 $1.92M - $2.16M
140K $6.36M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
18.1K
+ 3.62%
$19.78 - $23.53 $358K - $426K
518K $12M
SCHC
Schwab Strategic Tr Intl Small

ETFs
30.1K
+ 11.06%
$34.48 - $38.87 $1.04M - $1.17M
303K $11.7M
DFIV
Dimensional ETF Tr

ETFs
46.1K
+ 54.41%
$34.66 - $38.38 $1.6M - $1.77M
131K $4.98M
VTV
Vanguard Value ETF

ETFs
5.44K
+ 8.27%
$159.75 - $174.57 $869K - $949K
71.1K $12.4M
AAPL
Apple Inc.

Technology
815
+ 1.19%
$207.23 - $234.82 $169K - $191K
69.1K $16.1M
DFAI
Dimensional ETF Tr

ETFs
42K
+ 25.09%
$28.69 - $32.06 $1.21M - $1.35M
210K $6.66M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
56.7K
+ 99.17%
$25.73 - $28.81 $1.46M - $1.63M
114K $3.24M
DGS
Wisdomtree Emerging Markets Sm

ETFs
21.8K
+ 10.44%
$48.46 - $54.37 $1.06M - $1.19M
231K $12.4M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12.9K
+ 4.64%
$36.02 - $41.68 $466K - $539K
292K $12.1M
DFAE
Dimensional ETF Tr

ETFs
42.3K
+ 24.86%
$24.46 - $27.82 $1.04M - $1.18M
213K $5.83M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.38K
+ 3.7%
$105.53 - $118.34 $357K - $400K
94.9K $11.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
15.1K
+ 28.71%
$60.84 - $67.51 $921K - $1.02M
67.8K $4.58M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
343
+ 1.85%
$405.19 - $478.57 $139K - $164K
18.9K $8.7M
DFAU
Dimensional ETF Tr

ETFs
4.56K
+ 1.18%
$35.8 - $39.69 $163K - $181K
390K $15.5M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
14.5K
+ 7.91%
$33.74 - $37.96 $488K - $549K
197K $7.42M
AVUV
American Centy ETF Tr Avantis

ETFs
5.06K
+ 7.97%
$88.24 - $99.7 $447K - $505K
68.6K $6.58M
VEA
Vanguard Ftse Developed Market

ETFs
4.78K
+ 2.77%
$47.6 - $53.31 $227K - $255K
177K $9.37M
AVEM
American Centy ETF Tr Avantis

ETFs
7.66K
+ 9.15%
$57.2 - $65.59 $438K - $503K
91.4K $5.9M
DFUS
Dimensional ETF Tr U S Equity

ETFs
8.99K
+ 13.36%
$56.04 - $62.2 $504K - $559K
76.2K $4.74M
VTI
Vanguard Total Stock Market Et

ETFs
138
+ 0.37%
$255.18 - $283.2 $35.2K - $39.1K
37.5K $10.6M
IVE
Ishares S&P 500 Value ETF

ETFs
691
+ 2.18%
$181.06 - $197.17 $125K - $136K
32.4K $6.38M
VV
Vanguard Large Cap ETF

ETFs
873
+ 3.41%
$236.92 - $263.4 $207K - $230K
26.5K $6.98M
AVIV
American Centy ETF Tr Avantis
5.3K
+ 7.37%
$50.37 - $56.43 $267K - $299K
77.2K $4.34M
AVDV
American Centy ETF Tr Avantis

ETFs
3K
+ 8.95%
$62.52 - $71.12 $188K - $214K
36.6K $2.58M
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
29K
+ 4.85%
$9.0 - $9.4 $261K - $273K
628K $5.81M
AVES
American Centy ETF Tr Avantis

ETFs
2.39K
+ 4.35%
$46.0 - $52.55 $110K - $126K
57.3K $2.99M
DUHP
Dimensional ETF Tr Dimensional

ETFs
2.45K
+ 2.61%
$30.74 - $34.07 $75.4K - $83.5K
96.4K $3.28M
AVSC
American Centy ETF Tr Avantis
3.6K
+ 19.92%
$49.07 - $56.13 $176K - $202K
21.6K $1.17M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.56K
+ 81.58%
$84.77 - $97.13 $217K - $249K
5.71K $546K
HD
Home Depot, Inc.

Consumer Cyclical
94
+ 2.66%
$333.64 - $405.2 $31.4K - $38.1K
3.63K $1.47M
DIHP
Dimensional ETF Tr Dimensional

ETFs
4.98K
+ 6.12%
$25.23 - $27.94 $126K - $139K
86.3K $2.39M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.73K
+ 30.52%
$50.61 - $50.96 $239K - $241K
20.2K $1.03M
FREL
Fidelity Covington Tr Msci Rea

ETFs
495
+ 0.93%
$25.07 - $29.94 $12.4K - $14.8K
53.7K $1.58M
MLN
Vaneck Long Muni ETF

ETFs
5.28K
+ 2.28%
$17.77 - $18.32 $93.7K - $96.6K
237K $4.33M
SCHV
Schwab Strategic Tr Us Large C

ETFs
627
+ 2.89%
$73.43 - $80.37 $46K - $50.4K
22.4K $1.8M
IGM
Ishares Expanded Tech Sector E

ETFs
1.9K
+ 171.17%
$84.03 - $98.62 $160K - $187K
3.01K $288K
DISV
Dimensional ETF Tr Dimensional

ETFs
4.76K
+ 23.0%
$26.06 - $29.18 $124K - $139K
25.5K $739K
DFAS
Dimensional ETF Tr U S Small C

ETFs
690
+ 2.43%
$59.25 - $65.33 $40.9K - $45.1K
29.1K $1.89M
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.52K
+ 18937.5%
$98.71 - $117.61 $150K - $178K
1.52K $179K
AVGO
Broadcom Inc.

Technology
2.68K
+ 1353.03%
$136.27 - $1745.86 $365K - $4.68M
2.88K $496K
META
Meta Platforms, Inc.

Communication Services
179
+ 16.17%
$453.41 - $572.44 $81.2K - $102K
1.29K $736K
SCHO
Schwab Short Term Us Treasury

ETFs
1.94K
+ 2.0%
$47.93 - $49.06 $92.8K - $95K
98.6K $4.83M
IWF
Ishares Russell 1000 Gr ETF

ETFs
375
+ 14.69%
$332.02 - $382.76 $125K - $144K
2.93K $1.1M
Activity Summary
Buys All Purchases 291 New Holdings 42 Increased Positions 249 Sells All Sells 169 Reductions 169 Sold out 0 Options Calls 9 Puts 2
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