Morton Capital Management LLC 13D/13G Filings for

Morton Capital Management LLC 13D and 13G filings for :

  • 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.
  • Shares have been adjusted for stock splits.
Time period
Reported
DateTime		Transaction
Date		TypeCompany
Symbol		Filed By
Symbol		Shares Owned
% Owned		Shares Vs. Prev ReportView
2024-06-03
11:59 am
Sale		2023-12-3113GTortoise Tax-Advantaged Social Infrastructure Fund
TSIFX		Morton Capital Management LLC3,191,132
22.170%		-228,707decrease
(-6.69%)		Filing
2024-06-03
11:59 am
Sale		2022-12-3113GTortoise Tax-Advantaged Social Infrastructure Fund
TSIFX		Morton Capital Management LLC3,419,839
19.700%		-1,934,147decrease
(-36.13%)		Filing
2024-06-03
11:58 am
Sale		2021-12-3113GTortoise Tax-Advantaged Social Infrastructure Fund
TSIFX		Morton Capital Management LLC5,353,986
25.200%		-864,749decrease
(-13.91%)		Filing
2024-06-03
11:57 am
Purchase		2020-12-3113GTortoise Tax-Advantaged Social Infrastructure Fund
TSIFX		Morton Capital Management LLC6,218,735
24.870%		816,680increase
(+15.12%)		Filing
2024-06-03
11:57 am
Purchase		2019-12-3113GTortoise Tax-Advantaged Social Infrastructure Fund
TSIFX		Morton Capital Management LLC5,402,055
21.860%		2,618,936increase
(+94.10%)		Filing
2024-06-03
11:56 am
Purchase		2019-05-3113GTortoise Tax-Advantaged Social Infrastructure Fund
TSIFX		Morton Capital Management LLC2,783,119
16.190%		2,783,119increase
(New Position)		Filing