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 1.1M $57M -7% Mar 2026
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Penserra Capital Management 569k $24M 5% Jun 2026
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Raymond James Financial 452k $19M 37% Jun 2026
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Advisors Asset Management 390k $17M -8% Jun 2026
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Absolute Investment Advisers 338k $15M 100% Jun 2026
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Royal Bank of Canada 286k $12M -27% Jun 2026
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Bard Associates 197k $8.4M 0% Jun 2026
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Guggenheim Capital, LLC Managers 168k $7.2M 14% Jun 2026
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Quarry 165k $7.1M 100% Jun 2026
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Almitas Capital 162k $6.9M 100% Jun 2026
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Wells Fargo & Company 158k $6.8M 23% Jun 2026
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Eagle Bluffs Wealth Management 154k $6.6M 2% Jun 2026
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Sit Investment Associates 138k $5.9M 100% Jun 2026
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Arete Wealth Advisors 137k $5.9M 0% Jun 2026
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LPL Financial 126k $5.4M 4% Jun 2026
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Jpmorgan Chase & Co 123k $5.3M 100% Jun 2026
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American Financial Group 110k $4.7M 0% Jun 2026
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Rivernorth Capital Management 106k $4.6M 100% Jun 2026
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Janney Montgomery Scott 104k $4.5M 20% Jun 2026
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Thomas J. Herzfeld Advisors 100k $4.3M 100% Jun 2026
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Meixler Investment Management 97k $4.1M -7% Jun 2026
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Cambridge Investment Research Advisors 89k $3.8M 29% Jun 2026
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UBS Group 88k $3.8M 13% Jun 2026
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Camden Capital 85k $3.6M 0% Jun 2026
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Steward Partners Investment Advisory 70k $3.0M 14% Jun 2026
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Commerce Bank N A 69k $3.0M 101% Jun 2026
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Wealth Enhancement Advisory Services 67k $2.9M 100% Jun 2026
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Yakira Capital Management 62k $2.7M 100% Jun 2026
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Bank of America Corporation 61k $2.6M -3% Jun 2026
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Mariner Wealth Advisors 60k $2.6M 4% Jun 2026
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Lido Advisors 54k $2.3M 96% Jun 2026
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North Ground Capital 45k $1.9M 100% Jun 2026
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Closed-End Fund Advisors 45k $1.9M -5% Jun 2026
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180 Wealth Advisors 43k $1.9M -5% Jun 2026
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Invesco 42k $1.8M 10% Jun 2026
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Stifel Financial 42k $1.8M 20% Jun 2026
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First Foundation Advisors 41k $1.8M 8% Jun 2026
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Wiley Bros.-aintree Capital 40k $1.7M 36% Jun 2026
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D.A. Davidson & Co. 39k $1.7M 29% Jun 2026
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Evolve Private Wealth 38k $1.6M -18% Jun 2026
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Oppenheimer & Co 33k $1.4M -13% Jun 2026
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Jane Street 32k $1.4M 464% Jun 2026
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Kercheville Advisors 32k $1.4M 37% Jun 2026
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WJ Financial Advisors 31k $1.3M 10% Jun 2026
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Alessandra Capital Management 30k $1.3M -2% Jun 2026
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Advisor Group Holdings 30k $1.3M 14% Jun 2026
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Monetary Management 28k $1.2M -29% Jun 2026
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Private Advisor 26k $1.1M 109% Jun 2026
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Ariadne Wealth Management 25k $1.1M 0% Jun 2026
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LaSalle St. Investment Advisors 25k $1.1M 3% Jun 2026
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Commonwealth Equity Services 23k $981k 10% Jun 2026
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Ohe Financial 22k $924k 1% Jun 2026
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United Capital Financial Advisers 21k $917k 0% Jun 2026
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Cetera Investment Advisers 21k $917k 13% Jun 2026
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HPM Partners 21k $916k 100% Jun 2026
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Cohen & Steers Capital Management 20k $866k -22% Jun 2026
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NWF Advisory Services 20k $860k -7% Jun 2026
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DRW Holdings 20k $857k 100% Jun 2026
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Harbour Investments 20k $857k 34% Jun 2026
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Investment Research Partners 19k $833k -6% Jun 2026
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Nelson, Van Denburg & Campbell Wealth Management 19k $808k 63% Jun 2026
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1620 Investment Advisors 19k $802k -1% Jun 2026
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Clear Street Group 18k $772k 100% Jun 2026
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HighTower Advisors 18k $767k -2% Jun 2026
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Allspring Global Investments Holdings 16k $700k -4% Jun 2026
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CI Private Wealth 16k $687k 25% Jun 2026
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Beacon Pointe Advisors 16k $687k 100% Jun 2026
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XTX Topco 16k $682k 100% Jun 2026
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Segment Wealth Management 15k $643k 0% Jun 2026
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John G.Ullman & Associates 15k $642k -1% Jun 2026
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Advisory Services Network 15k $636k 9% Jun 2026
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Concorde Asset Management 14k $617k -5% Jun 2026
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Abundance Wealth Counselors 14k $610k 103% Jun 2026
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Samalin Investment Counsel 14k $603k 2% Jun 2026
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Sigma Planning 14k $602k 90% Jun 2026
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WCG Wealth Advisors 14k $593k 1% Jun 2026
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Botty Investors 13k $571k 0% Jun 2026
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Kovack Advisors 13k $556k -1% Jun 2026
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Baird Financial 12k $508k 131% Jun 2026
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NewEdge Wealth 12k $506k -6% Jun 2026
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Calamos Advisors 12k $505k 100% Jun 2026
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Wealth Alliance 12k $496k 6% Jun 2026
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Davenport & Co 11k $483k 1% Jun 2026
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Manhattan West Asset Management 11k $456k -9% Jun 2026
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Invested Advisors 10k $443k -18% Jun 2026
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MAI Wealth Advisors 10k $436k 1% Jun 2026
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Next Capital Management 9.8k $419k 0% Jun 2026
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Verity Asset Management 9.8k $418k -22% Jun 2026
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Jaffetilchin Investment Partners 9.8k $486k 6% Mar 2026
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Creative Planning 9.6k $413k 39% Jun 2026
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Avail Investment Partners 9.1k $390k 11% Jun 2026
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Macquarie Group 9.1k $384k 100% Jun 2026
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Fiduciary Alliance 9.0k $387k 14% Jun 2026
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Kestra Advisory Services 9.0k $386k 100% Jun 2026
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Cornerstone Advisory 8.9k $383k 2% Jun 2026
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Quadrant Private Wealth Management 8.7k $374k 0% Jun 2026
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Baker Avenue Asset Management 8.6k $369k 0% Jun 2026
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Laird Norton Tyee Trust 8.6k $369k 0% Jun 2026
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Blue Bell Private Wealth Management 8.5k $364k -16% Jun 2026
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Capital Investment Advisors 8.4k $361k 77% Jun 2026
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OpenArc Corporate Advisory 7.6k $327k 0% Jun 2026
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Catalina Capital Group 7.4k $370k -10% Mar 2026
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Old Port Advisors 7.4k $318k -1% Jun 2026
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Benjamin Edwards 7.2k $310k 0% Jun 2026
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National Asset Management 7.1k $303k 5% Jun 2026
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PSI Advisors 7.0k $302k 41% Jun 2026
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Moors & Cabot 6.3k $272k -2% Jun 2026
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Diversified Trust Company 6.2k $266k -33% Jun 2026
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Cary Street Partners Financial 6.1k $262k -2% Jun 2026
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XML Financial 5.8k $250k 2% Jun 2026
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Values Added Financial 5.7k $245k 0% Jun 2026
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Goss Wealth Management 5.6k $239k 13% Jun 2026
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Evergreen Wealth Solutions 5.5k $238k 100% Jun 2026
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Sontag Advisory 5.3k $229k 0% Jun 2026
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MBA Advisors 5.3k $226k 0% Jun 2026
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Citadel Advisors 5.2k $225k 100% Jun 2026
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First National Bank of Mount Dora 4.9k $210k 0% Jun 2026
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Integrated Wealth Concepts 4.6k $197k -36% Jun 2026
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Ameritas Advisory Services 3.3k $143k 100% Jun 2026
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Thurston, Springer, Miller, Herd & Titak 2.2k $94k 5% Jun 2026
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Hartland & Co 2.1k $91k 35% Jun 2026
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SRS Capital Advisors 2.1k $90k 100% Jun 2026
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Whittier Trust 2.0k $85k 0% Jun 2026
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CWM 2.0k $100k 0% Mar 2026
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A. Montag and Associates 1.3k $56k 0% Jun 2026
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Northwestern Mutual Wealth Management Company 1.3k $54k -14% Jun 2026
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Custom Index Systems 1.1k $48k 100% Jun 2026
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Parkside Financial Bank & Trust 1.0k $43k 0% Jun 2026
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Hartford Financial Management 909.00 $39k -13% Jun 2026
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Mercer Global Advisors 886.00 $38k 100% Jun 2026
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Spire Wealth Management 860.00 $37k -44% Jun 2026
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Rockefeller Capital Management 768.00 $33k 64% Jun 2026
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Fifth Third Bancorp 713.00 $31k 0% Jun 2026
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Webster Bank, N. A. 621.00 $27k 0% Jun 2026
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Winthrop Capital Management 460.00 $20k 100% Jun 2026
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Noble Wealth Management PBC 443.00 $19k -52% Jun 2026
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Holos Integrated Wealth 443.00 $19k 0% Jun 2026
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Strategic Investment Solutions 400.00 $17k 300% Jun 2026
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Umb Bank N A 384.00 $16k 0% Jun 2026
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Farther Finance Advisors 383.00 $16k -43% Jun 2026
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MCF Advisors 356.00 $15k 100% Jun 2026
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First PREMIER Bank 302.00 $13k 100% Jun 2026
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Evermay Wealth Management 298.00 $13k 0% Jun 2026
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Citigroup 271.00 $14k 100% Mar 2026
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Gunpowder Capital Management, LLC dba Oliver Wealth Management 255.00 $11k 0% Jun 2026
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Pin Oak Investment Advisors 245.00 $11k 0% Jun 2026
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Sunbelt Securities 245.00 $12k 3% Mar 2026
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Union Bankshares 222.00 $9.5k 0% Jun 2026
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Private Wealth Asset Management 200.00 $8.6k 0% Jun 2026
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Larson Financial Group 193.00 $8.3k 0% Jun 2026
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FMR 100.00 $4.3k -56% Jun 2026
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Who sold out of Tortoise Energy Infrastructure closed end funds?

Fund or Company Name Date Sold Shares Held Valued At
Navis Wealth Advisors Mar 2026 28k $1.4M
Independent Advisor Alliance Mar 2026 15k $749k
Eastern Bank Mar 2026 5.8k $292k
Spirepoint Private Client Mar 2026 4.3k $214k
Harbour Wealth Management Group Mar 2026 4.3k $212k
Fortitude Advisory Group Mar 2026 4.1k $204k
Captrust Financial Advisors Mar 2026 4.1k $203k
CoreCap Advisors Mar 2026 2.3k $116k
SageView Advisory Group Dec 2025 951.00 $39k
Us Bancorp Dec 2025 647.00 $27k
Mather Group Mar 2026 439.00 $22k
Pnc Financial Services Mar 2026 322.00 $16k
West Branch Capital Mar 2026 306.00 $15k