Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS, LLC

TPYPTPYP
3 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in TORTOISE CAPITAL SERIES TRUS

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 37,077 shares of TPYP (TORTOISE CAPITAL SERIES TRUS), worth $1.6M as of 2026-Q1. The position was increased (+0.3% shares). TPYP represents 0.0% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$1.6M

Current Shares

37,077

Total Value Change

+$224,938

Total Shares Change

+117

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
37,077
+0.3%
$1.6M0.0%$42.18
26
2025-Q4
Unchanged
36,960
0.0%
$1.3M0.0%$35.45
0
2025-Q3
New
36,960
-
$1.3M0.0%$36.04
35

Other major holders of TPYP: MORGAN STANLEY, BANK OF AMERICA CORP /DE/

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