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.
| Reported DateTime | Transaction Date | Type | Company Symbol | Filed By Symbol | Shares Owned % Owned | Shares Vs. Prev Report | View |
| 2024-06-03 11:59 am Sale | 2023-12-31 | 13G | Tax-Exempt Private Credit Fund Inc. TSIFX | Morton Capital Management LLC | 3,191,132 22.170% | -228,707 (-6.69%) | Filing |
| 2024-06-03 11:59 am Sale | 2022-12-31 | 13G | Tax-Exempt Private Credit Fund Inc. TSIFX | Morton Capital Management LLC | 3,419,839 19.700% | -1,934,147 (-36.13%) | Filing |
| 2024-06-03 11:58 am Sale | 2021-12-31 | 13G | Tax-Exempt Private Credit Fund Inc. TSIFX | Morton Capital Management LLC | 5,353,986 25.200% | -864,749 (-13.91%) | Filing |
| 2024-06-03 11:57 am Purchase | 2020-12-31 | 13G | Tax-Exempt Private Credit Fund Inc. TSIFX | Morton Capital Management LLC | 6,218,735 24.870% | 816,680 (+15.12%) | Filing |
| 2024-06-03 11:57 am Purchase | 2019-12-31 | 13G | Tax-Exempt Private Credit Fund Inc. TSIFX | Morton Capital Management LLC | 5,402,055 21.860% | 2,618,936 (+94.10%) | Filing |
| 2024-06-03 11:56 am Purchase | 2019-05-31 | 13G | Tax-Exempt Private Credit Fund Inc. TSIFX | Morton Capital Management LLC | 2,783,119 16.190% | 2,783,119 (New Position) | Filing |