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 1.0M $46M 100% Jun 2025
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Advisors Asset Management 324k $14M -23% Sep 2025
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Raymond James Financial 317k $14M 8% Sep 2025
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Royal Bank of Canada 272k $13M 3% Sep 2025
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Wells Fargo & Company 230k $9.9M -6% Sep 2025
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Penserra Capital Management 144k $6.2M 21% Sep 2025
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Allspring Global Investments Holdings 141k $6.1M -32% Sep 2025
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Wealth Enhancement Advisory Services 140k $6.1M 29% Sep 2025
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Arete Wealth Advisors 131k $5.6M 7% Sep 2025
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Sit Investment Associates 126k $5.4M 0% Sep 2025
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LPL Financial 116k $5.0M 6% Sep 2025
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Bard Associates 114k $4.9M 584% Sep 2025
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Guggenheim Capital, LLC Managers 111k $4.8M 15% Sep 2025
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American Financial Group 110k $4.7M 0% Sep 2025
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Meixler Investment Management 93k $4.0M -2% Sep 2025
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Eagle Bluffs Wealth Management 86k $3.7M 2% Sep 2025
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Camden Capital 85k $3.7M 0% Sep 2025
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Zimmer Partners 81k $3.5M -3% Sep 2025
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Mariner Wealth Advisors 58k $2.5M 281% Sep 2025
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Thomas J. Herzfeld Advisors 53k $2.3M -47% Sep 2025
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180 Wealth Advisors 47k $2.0M 0% Sep 2025
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Cambridge Investment Research Advisors 42k $1.8M 3% Sep 2025
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Monetary Management 41k $1.8M 5% Sep 2025
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UBS Group 40k $1.7M -3% Sep 2025
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Stifel Financial 37k $1.6M 11% Sep 2025
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Steward Partners Investment Advisory 36k $1.6M 19% Sep 2025
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Janney Montgomery Scott 35k $1.5M 1% Sep 2025
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Invesco 34k $1.5M 6% Sep 2025
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Cohen & Steers Capital Management 31k $1.3M 19% Sep 2025
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MGB Wealth Management 26k $1.1M 10% Sep 2025
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Oppenheimer & Co 26k $1.1M 0% Sep 2025
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Ariadne Wealth Management 25k $1.1M 0% Sep 2025
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WJ Financial Advisors 24k $1.0M 100% Sep 2025
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Consolidated Portfolio Review Corp 24k $1.0M 100% Sep 2025
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Saba Capital Management 23k $988k -96% Sep 2025
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United Capital Financial Advisers 21k $905k 100% Sep 2025
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Ohe Financial 21k $896k -3% Sep 2025
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Commerce Bank N A 21k $891k 217% Sep 2025
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Kercheville Advisors 20k $863k 15% Sep 2025
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Lido Advisors 19k $832k 100% Sep 2025
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LaSalle St. Investment Advisors 19k $809k 0% Sep 2025
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1620 Investment Advisors 19k $796k 0% Sep 2025
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HighTower Advisors 19k $796k 0% Sep 2025
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Advisor Group Holdings 18k $770k 3% Sep 2025
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Wetherby Asset Management 17k $742k 100% Sep 2025
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Quadrant Private Wealth Management 17k $716k -2% Sep 2025
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Commonwealth Equity Services 16k $688k -11% Sep 2025
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Jane Street 15k $662k 100% Sep 2025
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John G.Ullman & Associates 15k $657k 0% Sep 2025
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Concorde Asset Management 15k $651k 4% Sep 2025
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Segment Wealth Management 15k $646k 0% Sep 2025
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D.A. Davidson & Co. 15k $627k 4% Sep 2025
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Uhlmann Price Securities 15k $625k 32% Sep 2025
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NewEdge Wealth 15k $628k 0% Sep 2025
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Cetera Investment Advisers 14k $599k 37% Sep 2025
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Samalin Investment Counsel 13k $575k 2% Sep 2025
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Botty Investors 13k $574k 0% Sep 2025
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Strategic Advocates 13k $564k -44% Sep 2025
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Private Advisor 13k $555k 31% Sep 2025
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NWF Advisory Services 13k $549k 63% Sep 2025
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Advisory Services Network 12k $512k -5% Sep 2025
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Manhattan West Asset Management 12k $505k 100% Sep 2025
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MAI Wealth Advisors 12k $504k 3% Sep 2025
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Verity Asset Management 11k $476k 43% Sep 2025
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Calamos Advisors 11k $475k 22% Sep 2025
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CI Private Wealth 11k $464k 100% Sep 2025
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Next Capital Management 9.8k $421k 0% Sep 2025
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Cornerstone Advisory 9.0k $388k -9% Sep 2025
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Diversified Trust Company 8.8k $377k 1% Sep 2025
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Baker Avenue Asset Management 8.6k $371k 0% Sep 2025
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Davenport & Co 8.0k $346k 2% Sep 2025
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Old Port Advisors 7.9k $340k -1% Sep 2025
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Fiduciary Alliance 7.5k $325k 32% Sep 2025
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Jaffetilchin Investment Partners 7.3k $317k 55% Sep 2025
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Benjamin Edwards 7.2k $312k -1% Sep 2025
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Northeast Financial Consultants 7.0k $307k 0% Jun 2025
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Cary Street Partners Financial 7.0k $300k 0% Sep 2025
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Moors & Cabot 6.5k $279k 0% Sep 2025
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Catalina Capital Group 6.3k $273k 0% Sep 2025
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Harbour Investments 6.2k $265k 20% Sep 2025
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Eastern Bank 5.8k $252k -16% Sep 2025
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Values Added Financial 5.7k $246k 0% Sep 2025
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Goss Wealth Management 5.4k $233k -17% Sep 2025
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National Asset Management 5.3k $230k 3% Sep 2025
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Wolverine Asset Management 5.1k $221k 100% Sep 2025
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MBA Advisors 5.1k $220k 100% Sep 2025
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Nelson, Van Denburg & Campbell Wealth Management 5.0k $217k 100% Sep 2025
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Integrated Wealth Concepts 4.9k $213k 100% Sep 2025
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First National Bank of Mount Dora 4.9k $215k 0% Jun 2025
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Atlantic Trust 3.8k $165k 32% Sep 2025
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Blue Bell Private Wealth Management 3.7k $158k -10% Sep 2025
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CWM 2.0k $86k 0% Sep 2025
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Whittier Trust 2.0k $87k 0% Sep 2025
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Principal Securities 1.4k $62k 32% Sep 2025
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Hartland & Co 1.4k $60k 3% Sep 2025
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A. Montag and Associates 1.3k $58k 0% Sep 2025
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Northwestern Mutual Wealth Management Company 1.3k $55k 0% Sep 2025
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Farther Finance Advisors 923.00 $40k -36% Sep 2025
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Brian McDonald 869.00 $37k -8% Sep 2025
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Spire Wealth Management 847.00 $37k 6% Sep 2025
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Hartford Financial Management 834.00 $36k 4% Sep 2025
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FTB Advisors 825.00 $36k 0% Jun 2025
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Parkside Financial Bank & Trust 700.00 $30k 0% Sep 2025
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Webster Bank, N. A. 621.00 $27k 0% Sep 2025
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Rockefeller Capital Management 532.00 $23k 100% Sep 2025
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Mather Group 439.00 $19k 100% Sep 2025
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Jpmorgan Chase & Co 416.00 $18k -56% Sep 2025
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Pin Oak Investment Advisors 370.00 $16k 0% Sep 2025
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Umb Bank N A 325.00 $14k 0% Sep 2025
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Pnc Financial Services 322.00 $14k 0% Sep 2025
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Thurston, Springer, Miller, Herd & Titak 300.00 $13k -90% Sep 2025
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Evermay Wealth Management 298.00 $13k 0% Sep 2025
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Sontag Advisory 250.00 $11k 100% Sep 2025
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Union Bankshares 243.00 $11k 100% Sep 2025
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Millstone Evans Group 241.00 $10k 0% Sep 2025
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Sunbelt Securities 231.00 $9.9k 8% Sep 2025
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Private Wealth Asset Management 200.00 $8.6k 100% Sep 2025
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Larson Financial Group 193.00 $8.3k 0% Sep 2025
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SOA Wealth Advisors 187.00 $8.1k 0% Sep 2025
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Truvestments Capital 187.00 $8.1k 0% Sep 2025
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Abound Wealth Management 181.00 $7.8k 100% Sep 2025
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Federation des caisses Desjardins du Quebec 180.00 $7.8k 0% Sep 2025
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Huntington National Bank 163.00 $7.0k 0% Sep 2025
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First PREMIER Bank 151.00 $7.0k 0% Sep 2025
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Hm Payson & Co 125.00 $5.4k 0% Sep 2025
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Inlight Wealth Management 123.00 $5.3k 0% Sep 2025
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CoreCap Advisors 114.00 $4.9k 0% Sep 2025
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Ameritas Advisory Services 106.00 $4.6k 0% Sep 2025
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Private Trust Co Na 94.00 $4.0k 100% Sep 2025
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Sound Income Strategies 90.00 $3.9k 0% Sep 2025
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Assetmark 67.00 $2.9k 100% Sep 2025
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Addison Advisors 63.00 $2.7k -70% Sep 2025
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Rossby Financial, LCC 63.00 $2.7k 0% Sep 2025
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Delta Asset Management 50.00 $2.2k 0% Sep 2025
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Bogart Wealth 44.00 $1.9k 0% Sep 2025
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ORG Wealth Partners 42.00 $1.8k 0% Sep 2025
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Financial Management Professionals 37.00 $1.6k 3% Sep 2025
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Salomon & Ludwin 37.00 $1.6k 0% Sep 2025
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Roble, Belko & Company 35.00 $2.0k 0% Sep 2025
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Tower Research Capital 32.00 $1.4k 700% Sep 2025
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Key FInancial 6.00 $259.999800 0% Sep 2025
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EverSource Wealth Advisors 2.00 $89.000000 -97% Sep 2025
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Who sold out of Tortoise Energy Infrastructure closed end funds?

Fund or Company Name Date Sold Shares Held Valued At
Brooklyn Capital Management Jun 2025 41k $1.8M
Aristides Capital Jun 2025 24k $1.1M
De Lisle Partners Jun 2025 12k $507k
WNY Asset Management Jun 2025 8.9k $392k
BlackRock Jun 2025 5.0k $219k
Walleye Trading Advisors Jun 2025 4.6k $204k
Transce3nd Jun 2025 220.00 $9.7k