Activist 13D/13G Filings - Morton Capital Management LLC

Real time Form 13D and 13G transaction reports:

  • Schedule 13D must be filed within ten days after a person or an organization acquires beneficial ownership of more than 5% of a voting class of a company's equity securities.
  • Due to inconsistent filing format, it is highly recommended that you read the orignal filing form.
  • Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
Time period
Reported
DateTime		TypeCompany
Symbol		Filed By
Symbol		Shares Owned
% Owned		Shares Vs. Prev ReportFiling
2024-07-08
12:43 pm
Purchase		13GPender Capital Management LLCMorton Capital Management LLC11,816,509
33.100%		665,898increase
(+5.97%)		View
2024-06-03
11:59 am
Sale		13GEcofin Tax-Exempt Private Credit Fund Inc.
TSIFX		Morton Capital Management LLC3,191,132
22.170%		-228,707decrease
(-6.69%)		View
2024-06-03
11:59 am
Sale		13GEcofin Tax-Exempt Private Credit Fund Inc.
TSIFX		Morton Capital Management LLC3,419,839
19.700%		-1,934,147decrease
(-36.13%)		View
2024-06-03
11:58 am
Sale		13GEcofin Tax-Exempt Private Credit Fund Inc.
TSIFX		Morton Capital Management LLC5,353,986
25.200%		-864,749decrease
(-13.91%)		View
2024-06-03
11:57 am
Purchase		13GEcofin Tax-Exempt Private Credit Fund Inc.
TSIFX		Morton Capital Management LLC6,218,735
24.870%		816,680increase
(+15.12%)		View
2024-06-03
11:57 am
Purchase		13GEcofin Tax-Exempt Private Credit Fund Inc.
TSIFX		Morton Capital Management LLC5,402,055
21.860%		2,618,936increase
(+94.10%)		View
2024-06-03
11:56 am
Purchase		13GEcofin Tax-Exempt Private Credit Fund Inc.
TSIFX		Morton Capital Management LLC2,783,119
16.190%		2,783,119increase
(New Position)		View
2024-05-28
3:36 pm
Purchase		13GKeystone Private Income FundMorton Capital Management LLC808,793
9.360%		138,002increase
(+20.57%)		View
2024-05-28
3:36 pm
Purchase		13GKeystone Private Income FundMorton Capital Management LLC670,791
11.380%		198,534increase
(+42.04%)		View
2024-05-28
3:35 pm
Purchase		13GKeystone Private Income FundMorton Capital Management LLC472,257
12.000%		472,257increase
(New Position)		View
2024-05-15
4:25 pm
Purchase		13GPender Capital Management LLCMorton Capital Management LLC11,150,611
55.820%		5,975,621increase
(+115.47%)		View
2024-05-08
3:38 pm
Purchase		13GPender Capital Management LLCMorton Capital Management LLC5,174,990
52.800%		5,174,990increase
(New Position)		View