Who owns Tortoise Energy Infrastructure closed end funds?

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Analyze quarterly positions in Tortoise Energy Infrastructure closed end funds with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Tortoise Energy Infrastructure closed end funds stock

Who bought or sold Tortoise Energy Infrastructure closed end funds this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 487k $14M -2% Sep 2023
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Saba Capital Management 415k $12M -11% Dec 2023
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Allspring Global Investments Holdings 344k $9.9M -53% Dec 2023
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Advisors Asset Management 276k $7.9M 23% Dec 2023
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Medina Singh Partners 245k $7.1M 4% Dec 2023
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Sit Investment Associates 235k $6.8M 1139% Sep 2023
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Arete Wealth Advisors 139k $4.0M -9% Dec 2023
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Aristides Capital 132k $3.8M 0% Sep 2023
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Royal Bank of Canada 120k $3.5M 9% Dec 2023
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American Financial Group 110k $3.2M -11% Dec 2023
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Eagle Bluffs Wealth Management 94k $2.7M 7% Dec 2023
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Camden Capital 85k $2.4M 0% Dec 2023
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Almitas Capital 73k $2.1M -15% Dec 2023
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Sea Otter Advisors 71k $2.0M 96% Dec 2023
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Wells Fargo & Company 71k $2.0M 2% Dec 2023
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LPL Financial 65k $1.9M 15% Sep 2023
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Zimmer Partners 61k $1.7M -11% Dec 2023
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Deschutes Portfolio Strategy 59k $1.7M 155% Dec 2023
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180 Wealth Advisors 54k $1.6M -3% Dec 2023
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Quantedge Capital Pte 48k $1.4M -48% Sep 2023
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Cambridge Investment Research Advisors 47k $1.3M -1% Dec 2023
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Bank of America Corporation 44k $1.3M -7% Dec 2023
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Guggenheim Capital, LLC Managers 40k $1.1M 3% Dec 2023
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Wolverine Asset Management 37k $1.1M 100% Dec 2023
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Landscape Capital Management 36k $1.0M 100% Dec 2023
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UBS Group 33k $958k -25% Dec 2023
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KCS Wealth Advisory 33k $950k 13% Sep 2023
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Mariner Wealth Advisors 31k $897k 0% Dec 2023
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Commonwealth Equity Services 28k $815k 4% Dec 2023
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Stifel Financial 25k $710k 18% Dec 2023
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Weiss Asset Management LP[1 24k $696k 100% Dec 2023
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Mutual Advisors 23k $650k 100% Dec 2023
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CSS 22k $635k -54% Dec 2023
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Quadrant Private Wealth Management 22k $624k -9% Dec 2023
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Cannell Capital 22k $623k 0% Sep 2023
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WNY Asset Management 21k $610k 0% Dec 2023
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Kayne Anderson Capital Advisors, L.p 21k $604k -11% Dec 2023
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Janney Montgomery Scott 19k $553k 0% Dec 2023
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1620 Investment Advisors 19k $538k 0% Dec 2023
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Oppenheimer & Co 18k $528k 8% Sep 2023
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Raymond James Financial Services Advisors 18k $523k -64% Dec 2023
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Americana Partners 15k $440k 0% Dec 2023
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HighTower Advisors 14k $385k -24% Dec 2023
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Botty Investors 13k $385k 0% Sep 2023
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Old Port Advisors 12k $354k 100% Sep 2023
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Samalin Investment Counsel 12k $354k -13% Sep 2023
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Wetherby Asset Management 12k $334k 100% Dec 2023
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Davenport & Co 11k $306k -5% Dec 2023
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Atria Wealth Solutions 10k $291k 0% Dec 2023
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John G.Ullman & Associates 10k $289k 32% Dec 2023
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Next Capital Management 9.8k $281k -11% Dec 2023
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SeaCrest Wealth Management 8.5k $252k -14% Dec 2023
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Jpmorgan Chase & Co 8.3k $238k 16% Dec 2023
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Northeast Financial Consultants 8.3k $237k 0% Dec 2023
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Raymond James & Associates 8.0k $230k -4% Dec 2023
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First Republic Investment Management 7.6k $220k 0% Sep 2023
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Ancora Advisors 7.0k $203k -10% Dec 2023
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PSI Advisors 6.8k $195k -29% Dec 2023
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Carmichael Hill & Associates 6.7k $192k 2% Dec 2023
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Garner Asset Management Corp 3.4k $97k 100% Dec 2023
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CWM 2.5k $72k 0% Dec 2023
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A. Montag and Associates 2.3k $67k 0% Dec 2023
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Steward Partners Investment Advisory 2.2k $62k 0% Dec 2023
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Whittier Trust 2.0k $58k 0% Dec 2023
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Monetary Management 1.8k $51k -78% Sep 2023
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JNBA Financial Advisors 1.6k $45k 100% Dec 2023
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Advisory Services Network 1.5k $44k 100% Dec 2023
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Gables Capital Management 1.3k $36k 0% Dec 2023
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Advisor Group Holdings 1.2k $36k -7% Dec 2023
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Venturi Wealth Management 1.1k $32k 0% Dec 2023
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Pin Oak Investment Advisors 1.1k $31k 0% Dec 2023
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Baystate Wealth Management 922.00 $27k 100% Dec 2023
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FTB Advisors 825.00 $24k -18% Dec 2023
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Umb Bank N A 651.00 $19k -10% Dec 2023
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Webster Bank, N. A. 621.00 $18k 0% Dec 2023
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Blue Bell Private Wealth Management 600.00 $17k 100% Dec 2023
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Spire Wealth Management 436.00 $12k -64% Dec 2023
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Plante Moran Financial Advisors 400.00 $12k 0% Dec 2023
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Pnc Financial Services 322.00 $9.3k -11% Dec 2023
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Evermay Wealth Management 298.00 $8.6k -11% Dec 2023
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Tradition Wealth Management 275.00 $8.0k 0% Dec 2023
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Citigroup 271.00 $7.8k 0% Dec 2023
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Johnson Midwest Financial 252.00 $7.2k 1% Sep 2023
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Essex Investment Management 222.00 $6.4k 0% Dec 2023
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Larson Financial Group 193.00 $5.6k 0% Dec 2023
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SOA Wealth Advisors 187.00 $5.4k 0% Dec 2023
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Truvestments Capital 187.00 $5.4k 0% Sep 2023
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Bessemer 181.00 $5.0k -38% Dec 2023
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Ronald Blue Trust 176.00 $5.0k 0% Dec 2023
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First PREMIER Bank 151.00 $4.0k 0% Dec 2023
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Hm Payson & Co 125.00 $3.6k 0% Sep 2023
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ICA Group Wealth Management 102.00 $2.9k 100% Dec 2023
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Benjamin F. Edwards & Company 100.00 $3.0k 100% Dec 2023
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Sound Income Strategies 90.00 $2.6k 100% Dec 2023
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Parkside Financial Bank & Trust 72.00 $2.1k -58% Dec 2023
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Householder Group Estate & Retirement Specialist 60.00 $1.0k 0% Dec 2023
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Hoey Investments 55.00 $1.6k 100% Sep 2023
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Delta Asset Management 50.00 $1.4k 0% Dec 2023
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Bogart Wealth 44.00 $1.3k 0% Dec 2023
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Tennessee Valley Asset Management Partners 42.00 $1.2k 100% Dec 2023
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Creative Financial Designs 40.00 $1.2k 0% Dec 2023
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Salomon & Ludwin 37.00 $1.1k 0% Dec 2023
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Roble, Belko & Company 35.00 $999.999000 -10% Dec 2023
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Financial Management Professionals 31.00 $1.0k 0% Dec 2023
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Farther Finance Advisors 20.00 $574.000000 5% Dec 2023
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Key FInancial 6.00 $172.999800 0% Dec 2023
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Tower Research Capital 1.00 $29.000000 100% Sep 2023
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Who sold out of Tortoise Energy Infrastructure closed end funds?

Fund or Company Name Date Sold Shares Held Valued At
Atlas Wealth Sep 2023 156k $4.5B
Change Path Sep 2023 25k $716k
Jaffetilchin Investment Partners Jun 2023 12k $333k
Crewe Advisors Sep 2023 1.6k $46k
Fifth Third Bancorp Sep 2023 1.3k $36k
Robinson Capital Management Sep 2023 530.00 $15k
Dividend Growth Advisors Sep 2023 227.00 $7.0k
ORG Partners Sep 2023 67.00 $1.9k