Lovell Minnick Partners Llc - Net Worth and Insider Trading

Lovell Minnick Partners Llc Net Worth

The estimated net worth of Lovell Minnick Partners Llc is at least $82 Million dollars as of 2024-11-12. Lovell Minnick Partners Llc is the 10% Owner of TriState Capital Holdings Inc and owns about 2,678,049 shares of TriState Capital Holdings Inc (TSC) stock worth over $82 Million. Details can be seen in Lovell Minnick Partners Llc's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Lovell Minnick Partners Llc has not made any transactions after 2018-05-25 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

GuruFocus Premium Membership
30 Years of Financial Data on One Screen
Unlimited Filters in All-in-One Stock Screener
Exclusive Earnings Calls & Stock Analysis
Customizable Stock Dashboard
Real-Time Insider Trading Alerts
8,000+ Institutional Investors’ 13F Holdings
Excel & Google Sheets Integration
Downloadable Data
Quick Customer Support
And Much More...

Transaction Summary of Lovell Minnick Partners Llc

To

Lovell Minnick Partners Llc Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Lovell Minnick Partners Llc owns 6 companies in total, including Tortoise Essential Assets Income Term (TEAF) , TriState Capital Holdings Inc (TSC) , and Tortoise Energy Infrastructure Corp (TYG) among others .

Click here to see the complete history of Lovell Minnick Partners Llc’s form 4 insider trades.

Insider Ownership Summary of Lovell Minnick Partners Llc

Ticker Comapny Transaction Date Type of Owner
TEAF Tortoise Essential Assets Income Term 2019-03-26 10 percent owner & other: CONTROL PERSON OF ADVISER
TSC TriState Capital Holdings Inc 2018-05-25 10 percent owner
TYG Tortoise Energy Infrastructure Corp 2018-01-31 10 percent owner & other: Control Person of Adviser
LIMIT LIMIT 2018-01-31 10 percent owner & other: Control Person of Adviser
LIMIT LIMIT 2018-01-31 10 percent owner & other: Control Person of Adviser
LIMIT LIMIT 2018-01-31 10 percent owner & other: Control Person of Adviser

Lovell Minnick Partners Llc Latest Holdings Summary

Lovell Minnick Partners Llc currently owns a total of 1 stock. Lovell Minnick Partners Llc owns 2,678,049 shares of TriState Capital Holdings Inc (TSC) as of May 25, 2018, with a value of $82 Million.

Latest Holdings of Lovell Minnick Partners Llc

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
TSC TriState Capital Holdings Inc 2018-05-25 2,678,049 30.58 81,894,738

Holding Weightings of Lovell Minnick Partners Llc


Lovell Minnick Partners Llc Form 4 Trading Tracker

According to the SEC Form 4 filings, Lovell Minnick Partners Llc has made a total of 0 transactions in TriState Capital Holdings Inc (TSC) over the past 5 years. The most-recent trade in TriState Capital Holdings Inc is the sale of 2,200,000 shares on May 25, 2018, which brought Lovell Minnick Partners Llc around $57 Million.

Insider Trading History of Lovell Minnick Partners Llc

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Lovell Minnick Partners Llc Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Lovell Minnick Partners Llc Ownership Network

Ownership Network List of Lovell Minnick Partners Llc

No Data

Ownership Network Relation of Lovell Minnick Partners Llc

Insider Network Chart

Lovell Minnick Partners Llc Owned Company Details

What does Tortoise Essential Assets Income Term do?

Who are the key executives at Tortoise Essential Assets Income Term?

Lovell Minnick Partners Llc is the 10 percent owner & other: CONTROL PERSON OF ADVISER of Tortoise Essential Assets Income Term. Other key executives at Tortoise Essential Assets Income Term include President & other: Member of Investment Committee Katherine Moore , director & other: MEMBER & INVESTMENT COMMITTEE H Kevin Birzer , and CFO & PFO & TREASURER P. Bradley Adams .

Tortoise Essential Assets Income Term (TEAF) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Tortoise Essential Assets Income Term (TEAF) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Tortoise Essential Assets Income Term (TEAF) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Tortoise Essential Assets Income Term (TEAF)'s detailed insider trading history can be found in Insider Trading Tracker table.

To

Tortoise Essential Assets Income Term Insider Transactions

No Available Data

Lovell Minnick Partners Llc Mailing Address

Above is the net worth, insider trading, and ownership report for Lovell Minnick Partners Llc. You might contact Lovell Minnick Partners Llc via mailing address: 555 East Lancaster Avenue, Suite 510, Radnor Pa 19087.