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 541k $27M 240% Mar 2026
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Advisors Asset Management 423k $21M 11% Mar 2026
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Royal Bank of Canada 391k $20M 100% Mar 2026
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Raymond James Financial 331k $17M 1% Mar 2026
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Bard Associates 197k $9.8M 0% Mar 2026
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Eagle Bluffs Wealth Management 151k $7.5M 1% Mar 2026
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Guggenheim Capital, LLC Managers 147k $7.3M 12% Mar 2026
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Arete Wealth Advisors 137k $6.8M 2% Mar 2026
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Wells Fargo & Company 129k $6.4M -40% Mar 2026
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LPL Financial 121k $6.0M -5% Mar 2026
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American Financial Group 110k $5.5M 0% Mar 2026
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Meixler Investment Management 104k $4.8M 8% Mar 2026
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Janney Montgomery Scott 86k $4.3M 18% Mar 2026
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Camden Capital 85k $4.2M 0% Mar 2026
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UBS Group 78k $3.9M 13% Mar 2026
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Cambridge Investment Research Advisors 69k $3.4M -3% Mar 2026
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Bank of America Corporation 63k $3.1M 100% Mar 2026
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Steward Partners Investment Advisory 61k $3.1M 66% Mar 2026
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Mariner Wealth Advisors 58k $2.9M 3% Mar 2026
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Closed-End Fund Advisors 47k $2.3M 100% Mar 2026
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Evolve Private Wealth 46k $2.3M 100% Mar 2026
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180 Wealth Advisors 43k $1.9M -5% Jun 2026
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Monetary Management 40k $2.0M -2% Mar 2026
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Invesco 38k $1.9M 32% Mar 2026
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First Foundation Advisors 38k $1.9M 46% Mar 2026
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Oppenheimer & Co 37k $1.9M 9% Mar 2026
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Stifel Financial 35k $1.7M -7% Mar 2026
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Commerce Bank N A 34k $1.7M 3% Mar 2026
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Alessandra Capital Management 31k $1.6M 20% Mar 2026
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D.A. Davidson & Co. 30k $1.5M 3% Mar 2026
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Wiley Bros.-aintree Capital 30k $1.5M 441% Mar 2026
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WJ Financial Advisors 29k $1.4M 2% Mar 2026
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Navis Wealth Advisors 28k $1.4M 100% Mar 2026
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Lido Advisors 27k $1.4M 42% Mar 2026
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Advisor Group Holdings 26k $1.3M -1% Mar 2026
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Cohen & Steers Capital Management 26k $1.3M -51% Mar 2026
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Ariadne Wealth Management 25k $1.3M 0% Mar 2026
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LaSalle St. Investment Advisors 24k $1.2M 55% Mar 2026
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Kercheville Advisors 23k $1.2M 8% Mar 2026
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NWF Advisory Services 22k $1.1M 3% Mar 2026
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United Capital Financial Advisers 21k $1.1M 0% Mar 2026
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Ohe Financial 21k $1.1M 1% Mar 2026
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Commonwealth Equity Services 21k $1.0M 2% Mar 2026
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Investment Research Partners 21k $1.0M 1% Mar 2026
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Cetera Investment Advisers 19k $942k 7% Mar 2026
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Nelson, Van Denburg & Campbell Wealth Management 19k $808k 63% Jun 2026
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1620 Investment Advisors 19k $939k 2% Mar 2026
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HighTower Advisors 18k $908k 0% Mar 2026
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Allspring Global Investments Holdings 17k $844k -88% Mar 2026
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John G.Ullman & Associates 15k $752k -1% Mar 2026
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Concorde Asset Management 15k $752k 0% Mar 2026
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Independent Advisor Alliance 15k $749k 100% Mar 2026
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Segment Wealth Management 15k $643k 0% Jun 2026
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Harbour Investments 15k $741k 116% Mar 2026
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Samalin Investment Counsel 14k $684k 0% Mar 2026
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WCG Wealth Advisors 14k $685k 1% Mar 2026
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Advisory Services Network 14k $682k 12% Mar 2026
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Botty Investors 13k $665k 0% Mar 2026
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Kovack Advisors 13k $608k 12% Mar 2026
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CI Private Wealth 13k $618k 1% Mar 2026
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Invested Advisors 13k $627k -1% Mar 2026
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NewEdge Wealth 13k $626k -5% Mar 2026
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Private Advisor 13k $622k -76% Mar 2026
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Verity Asset Management 12k $621k 2% Mar 2026
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Manhattan West Asset Management 12k $585k 0% Mar 2026
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Davenport & Co 11k $555k 36% Mar 2026
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Wealth Alliance 11k $546k -2% Mar 2026
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MAI Wealth Advisors 10k $505k -18% Mar 2026
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Blue Bell Private Wealth Management 10k $504k -38% Mar 2026
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Next Capital Management 9.8k $487k 0% Mar 2026
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Jaffetilchin Investment Partners 9.8k $486k 6% Mar 2026
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Cornerstone Advisory 8.7k $436k 1% Mar 2026
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Quadrant Private Wealth Management 8.7k $435k -47% Mar 2026
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Baker Avenue Asset Management 8.6k $429k 0% Mar 2026
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Laird Norton Tyee Trust 8.6k $429k 0% Mar 2026
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Avail Investment Partners 8.2k $408k 100% Mar 2026
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Fiduciary Alliance 7.9k $376k 9% Mar 2026
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OpenArc Corporate Advisory 7.6k $380k 100% Mar 2026
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Old Port Advisors 7.5k $374k 0% Mar 2026
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Catalina Capital Group 7.4k $370k -10% Mar 2026
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Sigma Planning 7.4k $368k 7% Mar 2026
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Benjamin Edwards 7.2k $361k 1% Mar 2026
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Integrated Wealth Concepts 7.2k $358k 100% Mar 2026
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Abundance Wealth Counselors 7.0k $350k -1% Mar 2026
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Creative Planning 7.0k $347k 4% Mar 2026
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National Asset Management 6.8k $338k 4% Mar 2026
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Moors & Cabot 6.5k $323k 0% Mar 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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Values Added Financial 5.7k $285k 0% Mar 2026
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XML Financial 5.7k $284k 0% Mar 2026
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Jane Street 5.7k $284k -71% Mar 2026
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Sontag Advisory 5.3k $266k 100% Mar 2026
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MBA Advisors 5.3k $263k 0% Mar 2026
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Baird Financial 5.1k $256k 4% Mar 2026
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PSI Advisors 5.0k $249k 100% Mar 2026
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Goss Wealth Management 5.0k $247k -4% Mar 2026
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First National Bank of Mount Dora 4.9k $210k 0% Jun 2026
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Capital Investment Advisors 4.8k $238k 100% Mar 2026
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Spirepoint Private Client 4.3k $214k 100% Mar 2026
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Harbour Wealth Management Group 4.3k $212k 100% Mar 2026
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Fortitude Advisory Group 4.1k $204k 100% Mar 2026
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Captrust Financial Advisors 4.1k $203k 100% Mar 2026
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Thurston, Springer, Miller, Herd & Titak 2.2k $94k 5% Jun 2026
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Whittier Trust 2.0k $95k 0% Mar 2026
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CWM 2.0k $100k 0% Mar 2026
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Hartland & Co 1.6k $79k 3% Mar 2026
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Spire Wealth Management 1.5k $77k 82% Mar 2026
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Northwestern Mutual Wealth Management Company 1.5k $73k 16% Mar 2026
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A. Montag and Associates 1.3k $65k 0% Mar 2026
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Hartford Financial Management 1.0k $52k -16% Mar 2026
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Parkside Financial Bank & Trust 1.0k $50k 0% Mar 2026
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Fifth Third Bancorp 713.00 $36k 100% Mar 2026
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Webster Bank, N. A. 621.00 $31k 0% Mar 2026
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Rockefeller Capital Management 468.00 $23k -75% Mar 2026
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Noble Wealth Management PBC 443.00 $19k -52% Jun 2026
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Holos Integrated Wealth 443.00 $21k 100% Mar 2026
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Mather Group 439.00 $22k 100% Mar 2026
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Strategic Investment Solutions 400.00 $17k 300% Jun 2026
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Umb Bank N A 384.00 $19k 18% Mar 2026
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Farther Finance Advisors 383.00 $16k -43% Jun 2026
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Pnc Financial Services 322.00 $16k 0% Mar 2026
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Evermay Wealth Management 298.00 $15k 0% Mar 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 $13k 0% Mar 2026
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Pin Oak Investment Advisors 245.00 $12k 0% Mar 2026
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Sunbelt Securities 245.00 $12k 3% Mar 2026
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FMR 228.00 $11k 100% Mar 2026
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Union Bankshares 222.00 $11k -9% Mar 2026
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Private Wealth Asset Management 200.00 $10k 0% Mar 2026
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Larson Financial Group 193.00 $9.6k 0% Mar 2026
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Southern Michigan Bank & Trust 192.00 $9.6k 100% Mar 2026
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Truvestments Capital 187.00 $9.3k 0% Mar 2026
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SOA Wealth Advisors 187.00 $9.3k 0% Mar 2026
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Abound Wealth Management 181.00 $7.7k 0% Jun 2026
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Federation des caisses Desjardins du Quebec 180.00 $9.0k 0% Mar 2026
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First PREMIER Bank 151.00 $8.0k 0% Mar 2026
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Hm Payson & Co 125.00 $5.4k 0% Jun 2026
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Sound Income Strategies 90.00 $4.1k 0% Mar 2026
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Assetmark 67.00 $3.3k 0% Mar 2026
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Addison Advisors 63.00 $3.1k 0% Mar 2026
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Rossby Financial, LCC 63.00 $2.9k 0% Mar 2026
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Covestor 56.00 $3.0k 0% Mar 2026
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Delta Asset Management 50.00 $2.5k 0% Mar 2026
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Bogart Wealth 44.00 $2.2k 0% Mar 2026
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Financial Management Professionals 41.00 $1.7k 5% Jun 2026
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Strategic Advocates 39.00 $1.9k -100% Mar 2026
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Salomon & Ludwin 37.00 $1.7k 0% Mar 2026
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Roble, Belko & Company 35.00 $2.0k 0% Mar 2026
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Rhumbline Advisers 0 $0 -100% Mar 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
Wealth Enhancement Advisory Services Dec 2025 167k $6.9M
Sit Investment Associates Dec 2025 135k $5.5M
Zimmer Partners Dec 2025 50k $2.0M
Uhlmann Price Securities Dec 2025 17k $701k
Calamos Advisors Dec 2025 15k $596k
RFG Advisory Dec 2025 8.4k $346k
Absolute Investment Advisers Dec 2025 7.6k $316k
Quarry Dec 2025 7.6k $310k
Kestra Advisory Services Dec 2025 7.5k $308k
Tortoise Capital Advisors Dec 2025 6.1k $250k
Eastern Bank Mar 2026 5.8k $292k
Corecam Pte Dec 2025 5.7k $234k
CoreCap Advisors Mar 2026 2.3k $116k
Wolverine Asset Management Dec 2025 1.1k $44k
West Branch Capital Mar 2026 306.00 $15k
Flagship Harbor Advisors Dec 2025 152.00 $6.2k
Inlight Wealth Management Dec 2025 123.00 $5.0k
Garton & Associates Financial Advisors Dec 2025 98.00 $4.0k
Quaker Wealth Management Dec 2025 92.00 $3.8k