Who owns Tortoise Pwr & Energy?
- Ticker: TPZ
- CUSIP Number: 89147X104
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Analyze quarterly positions in Tortoise Pwr & Energy with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Tortoise Pwr & Energy stock
Who bought or sold Tortoise Pwr & Energy this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners | 726k | $13M | 100% | Sep 2024 |
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| Brooklyn Capital Management | 275k | $5.0M | -1% | Sep 2024 |
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| Saba Capital Management | 228k | $3.6M | 0% | Jun 2024 |
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| Bard Associates | 202k | $3.7M | -5% | Sep 2024 |
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| Thomas J. Herzfeld Advisors | 168k | $3.0M | -32% | Sep 2024 |
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| Envestnet Asset Management | 165k | $3.0M | -16% | Sep 2024 |
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| Rockefeller Capital Management | 118k | $1.9M | -1% | Jun 2024 |
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| Advisors Asset Management | 66k | $1.2M | 100% | Sep 2024 |
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| Almitas Capital | 59k | $1.1M | 100% | Sep 2024 |
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| Wells Fargo & Company | 39k | $701k | 5% | Sep 2024 |
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| Sanctuary Advisors | 39k | $808k | 127% | Sep 2024 |
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| D.A. Davidson & Co. | 36k | $576k | 18% | Jun 2024 |
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| Morgan Stanley | 32k | $504k | -3% | Jun 2024 |
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| Rsm Us Wealth Management | 29k | $533k | -34% | Sep 2024 |
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| Branch Banking & Trust Company | 29k | $461k | 0% | Jun 2024 |
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| Cambridge Investment Research Advisors | 24k | $435k | 0% | Sep 2024 |
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| Carmichael Hill & Associates | 22k | $393k | 1% | Sep 2024 |
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| First Trust Advisors | 18k | $333k | 12% | Sep 2024 |
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| Aristides Capital | 18k | $328k | -10% | Sep 2024 |
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| Cetera Investment Advisers | 16k | $258k | -3% | Jun 2024 |
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| Stratos Wealth Advisors | 16k | $294k | -2% | Sep 2024 |
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| CSS | 16k | $289k | 100% | Sep 2024 |
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| Advisor Group Holdings | 14k | $260k | -15% | Sep 2024 |
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| Zimmer Partners | 14k | $246k | 0% | Sep 2024 |
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| LPL Financial | 13k | $243k | 3% | Sep 2024 |
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| McGowan Group Asset Management | 12k | $214k | 100% | Sep 2024 |
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| A. Montag and Associates | 11k | $205k | 0% | Sep 2024 |
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| Atlantic Trust | 8.0k | $144k | 100% | Sep 2024 |
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| Benjamin F. Edwards & Company | 4.0k | $63k | 0% | Jun 2024 |
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| Private Trust Co Na | 2.0k | $32k | 0% | Jun 2024 |
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| Steward Partners Investment Advisory | 920.00 | $15k | 0% | Jun 2024 |
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| Wolverine Asset Management | 800.00 | $15k | -88% | Sep 2024 |
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| Blue Bell Private Wealth Management | 271.00 | $4.9k | -88% | Sep 2024 |
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Who sold out of Tortoise Pwr & Energy?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Relative Value Partners | Mar 2024 | 762k | $11M |
| Kayne Anderson Capital Advisors, L.p | Jun 2024 | 62k | $980k |
| Private Advisor | Jun 2024 | 37k | $576k |
| J.w. Cole Advisors | Jun 2024 | 14k | $213k |
| Royal Bank of Canada | Jun 2024 | 4.0k | $63k |
| Triad Wealth Partners | Jun 2024 | 450.00 | $7.1k |
| Wetzel Investment Advisors | Jun 2024 | 300.00 | $4.7k |