Tortoise Investment Management, LLC New Holdings in Q3 2024

Tortoise Investment Management, LLC

  • $905 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
75.6K
New
$50.52 - $50.95 $3.82M - $3.85M
75.6K $3.84M
VCR
Vanguard Consumer Discretionar

ETFs
445
New
$291.88 - $341.94 $130K - $152K
445 $151K
VOOV
Vanguard S&P 500 Value ETF

ETFs
770
New
$175.0 - $190.72 $135K - $147K
770 $146K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
399
New
$117.9 - $128.2 $47K - $51.2K
399 $51K
AVSE
American Centy ETF Tr Avantis

ETFs
700
New
$48.92 - $56.14 $34.2K - $39.3K
700 $38K
SMMT
Summit Therapeutics Inc.

Healthcare
1.38K
New
$6.89 - $31.93 $9.51K - $44.1K
1.38K $30K
STEW
Boulder Growth & Income Fund

Financial Services
1.67K
New
$14.33 - $15.97 $23.9K - $26.6K
1.67K $26K
AEF
Aberdeen Emerging Markets Equity Income Fund, Inc.

Financial Services
4K
New
$4.9 - $5.76 $19.6K - $23K
4K $22K
IFN
India Fund Inc

Financial Services
560
New
$17.61 - $19.23 $9.86K - $10.8K
560 $10K
LGND
Ligand Pharmaceuticals Inc

Healthcare
100
New
$82.7 - $110.11 $8.27K - $11K
100 $10K
RKT
Rocket Companies, Inc.

Financial Services
300
New
$13.16 - $20.81 $3.95K - $6.24K
300 $5K
TFSL
Tfs Financial Corp

Financial Services
400
New
$12.36 - $14.06 $4.94K - $5.62K
400 $5K
MCHI
Ishares Msci China ETF

ETFs
70
New
$40.43 - $50.98 $2.83K - $3.57K
70 $3K
UAE
Ishares Tr Ishares Msci Uae Et

ETFs
200
New
$13.76 - $15.44 $2.75K - $3.09K
200 $3K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
43
New
$45.2 - $47.87 $1.94K - $2.06K
43 $2K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
183
New
$11.03 - $18.11 $2.02K - $3.31K
183 $2K
VAL
Valaris LTD

Energy
45
New
$53.76 - $79.98 $2.42K - $3.6K
45 $2K
EWG
Ishares Msci Germany ETF

ETFs
35
New
$29.49 - $33.93 $1.03K - $1.19K
35 $1K
WELL
Welltower Inc.

Real Estate
12
New
$104.0 - $129.74 $1.25K - $1.56K
12 $1K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
39
New
$40.48 - $45.39 $1.58K - $1.77K
39 $1K
NVS
Novartis Ag

Healthcare
10
New
$106.13 - $120.89 $1.06K - $1.21K
10 $1K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
41
New
$13.65 - $23.25 $560 - $953
41 $0
NVX
Novonix LTD

Industrials
250
New
$1.43 - $1.95 $358 - $488
250 $0
Dbx ETF Tr
800
New
N/A
800 $0
Dimensional ETF Trust
13
New
N/A
13 $0
American Centy ETF Tr
1.1K
New
N/A
1.1K $0
Above Food Ingredients Inc
250
New
N/A
250 $0
Grayscale Bitcoin Mini Tr Bt
50
New
N/A
50 $0
Amentum Holdings Inc
105
New
N/A
105 $0
EUFN
Ishares Msci Europe Financials

ETFs
36
New
$21.54 - $25.01 $775 - $900
36 $0
Abrdn Asia Pacific Income Fu
718
New
N/A
718 $0
SAP
Sap Se

Technology
4
New
$197.21 - $231.0 $789 - $924
4 $0
Frontline PLC
52
New
N/A
52 $0
New York Cmnty Bancorp Inc
1.72K
New
N/A
1.72K $0
Inovio Pharmaceuticals Inc
20
New
N/A
20 $0
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
21
New
$1.51 - $2.39 $31.7 - $50.2
21 $0
IPX
Iperion X Limited

Basic Materials
525
New
N/A
525 $0
SPMD
Spdr Portfolio

ETFs
4
New
$50.29 - $54.92 $201 - $220
4 $0
Te Connectivity PLC
110
New
N/A
110 $0
Noble Corp PLC
70
New
N/A
70 $0
SRE
Sempra Energy

Utilities
9
New
$74.97 - $84.04 $675 - $756
9 $0
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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