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
PG
Procter & Gamble CO

Consumer Defensive
23
+ 0.52%
$160.76 - $177.82 $3.7K - $4.09K
4.46K $772K
ISRG
Intuitive Surgical Inc

Healthcare
56
+ 21.05%
$416.14 - $494.01 $23.3K - $27.7K
322 $158K
VPU
Vanguard Utilities ETF

ETFs
40
+ 3.17%
$146.64 - $174.54 $5.87K - $6.98K
1.3K $226K
AVSE
American Centy ETF Tr Avantis

ETFs
700
New
$48.92 - $56.14 $34.2K - $39.3K
700 $38K
SPGI
S&P Global Inc.

Financial Services
35
+ 14.23%
$446.32 - $527.38 $15.6K - $18.5K
281 $145K
EMR
Emerson Electric CO

Industrials
356
+ 9.92%
$98.19 - $118.87 $35K - $42.3K
3.94K $431K
VHT
Vanguard Health Care ETF

ETFs
92
+ 15.13%
$261.88 - $288.1 $24.1K - $26.5K
700 $197K
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.06%
$99.55 - $123.34 $99.6 - $123
1.71K $207K
VOX
Vanguard Communication Service

ETFs
202
+ 28.25%
$129.82 - $145.39 $26.2K - $29.4K
917 $133K
KMI
Kinder Morgan, Inc.

Energy
474
+ 4.45%
$19.72 - $22.22 $9.35K - $10.5K
11.1K $245K
CB
Chubb LTD

Financial Services
85
+ 46.45%
$252.51 - $292.2 $21.5K - $24.8K
268 $77K
OLED
Universal Display Corp Pa

Technology
140
+ 62.78%
$157.72 - $236.42 $22.1K - $33.1K
363 $76K
CRM
Salesforce, Inc.

Technology
106
+ 168.25%
$238.42 - $276.53 $25.3K - $29.3K
169 $46K
SMMT
Summit Therapeutics Inc.

Healthcare
1.38K
New
$6.89 - $31.93 $9.51K - $44.1K
1.38K $30K
INTU
Intuit Inc

Technology
51
+ 127.5%
$602.97 - $670.49 $30.8K - $34.2K
91 $56K
SHW
Sherwin Williams CO

Basic Materials
66
+ 106.45%
$294.65 - $384.0 $19.4K - $25.3K
128 $48K
AMP
Ameriprise Financial Inc

Financial Services
21
+ 4.7%
$391.53 - $469.81 $8.22K - $9.87K
468 $219K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
140
+ 9.43%
$113.45 - $126.18 $15.9K - $17.7K
1.63K $205K
VDE
Vanguard Energy ETF

ETFs
238
+ 111.74%
$117.44 - $131.06 $28K - $31.2K
451 $55K
V
Visa Inc.

Financial Services
51
+ 5.02%
$253.74 - $291.56 $12.9K - $14.9K
1.07K $293K
PM
Philip Morris International Inc.

Consumer Defensive
8
+ 0.61%
$101.25 - $127.45 $810 - $1.02K
1.32K $160K
TMO
Thermo Fisher Scientific Inc.

Healthcare
25
+ 14.2%
$531.86 - $624.21 $13.3K - $15.6K
201 $124K
PAYX
Paychex Inc

Industrials
183
+ 139.69%
$116.17 - $135.19 $21.3K - $24.7K
314 $42K
AMT
American Tower Corp

Real Estate
101
+ 110.99%
$192.27 - $242.73 $19.4K - $24.5K
192 $44K
STEW
Boulder Growth & Income Fund

Financial Services
1.67K
New
$14.33 - $15.97 $23.9K - $26.6K
1.67K $26K
TDG
Trans Digm Group Inc

Industrials
16
+ 160.0%
$1202.03 - $1427.41 $19.2K - $22.8K
26 $37K
PANW
Palo Alto Networks Inc

Technology
75
+ 192.31%
$294.18 - $368.01 $22.1K - $27.6K
114 $38K
BSX
Boston Scientific Corp

Healthcare
273
+ 205.26%
$72.96 - $84.0 $19.9K - $22.9K
406 $34K
TXN
Texas Instruments Inc

Technology
119
+ 13.79%
$194.6 - $194.6 $23.2K - $23.2K
982 $191K
ASML
Asml Holding Nv

Technology
37
+ 100.0%
$749.82 - $1098.95 $27.7K - $40.7K
74 $61K
NYF
Ishares New York Muni Bond ETF

ETFs
370
+ 10.27%
$53.13 - $54.36 $19.7K - $20.1K
3.97K $215K
LMT
Lockheed Martin Corp

Industrials
1
+ 0.52%
$460.3 - $584.56 $460 - $585
195 $113K
LOW
Lowes Companies Inc

Consumer Cyclical
3
+ 0.72%
$213.3 - $270.78 $640 - $812
420 $113K
AEF
Aberdeen Emerging Markets Equity Income Fund, Inc.

Financial Services
4K
New
$4.9 - $5.76 $19.6K - $23K
4K $22K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
2
+ 0.14%
$29.24 - $45.37 $58.5 - $90.7
1.46K $65K
ADI
Analog Devices Inc

Technology
86
+ 23.76%
$200.56 - $243.33 $17.2K - $20.9K
448 $103K
XOM
Exxon Mobil Corp

Energy
101
+ 2.53%
$109.72 - $119.0 $11.1K - $12K
4.1K $480K
VAW
Vanguard Materials ETF

ETFs
84
+ 118.31%
$189.89 - $213.71 $16K - $18K
155 $32K
NOC
Northrop Grumman Corp

Industrials
1
+ 0.5%
$423.73 - $533.14 $424 - $533
202 $106K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
15
+ 150.0%
$1015.62 - $1159.62 $15.2K - $17.4K
25 $28K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
95
+ 1.81%
$76.38 - $78.87 $7.26K - $7.49K
5.35K $421K
PSX
Phillips 66

Energy
159
+ 41.19%
$125.0 - $147.17 $19.9K - $23.4K
545 $71K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
40
+ 0.92%
$38.03 - $42.06 $1.52K - $1.68K
4.39K $183K
VDC
Vanguard Consumer Staples ETF

ETFs
47
+ 14.51%
$201.77 - $221.32 $9.48K - $10.4K
371 $81K
TMUS
T Mobile Us, Inc.

Communication Services
17
+ 4.49%
$175.14 - $206.36 $2.98K - $3.51K
396 $81K
FICO
Fair Isaac Corp

Technology
3
+ 15.0%
$1496.51 - $1947.38 $4.49K - $5.84K
23 $44K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
42
+ 10.91%
$210.25 - $231.86 $8.83K - $9.74K
427 $95K
BMY
Bristol Myers Squibb CO

Healthcare
1
+ 0.08%
$39.66 - $51.75 $39.7 - $51.8
1.27K $65K
MSI
Motorola Solutions, Inc.

Technology
11
+ 8.8%
$385.65 - $450.49 $4.24K - $4.96K
136 $61K
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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