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
Advisors Asset Management 382k $16M 18% Dec 2025
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Raymond James Financial 326k $13M 3% Dec 2025
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Wells Fargo & Company 215k $8.8M -6% Dec 2025
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Bard Associates 196k $8.0M 71% Dec 2025
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Penserra Capital Management 159k $6.5M 10% Dec 2025
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Eagle Bluffs Wealth Management 150k $6.1M 74% Dec 2025
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Allspring Global Investments Holdings 139k $5.7M -2% Dec 2025
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Sit Investment Associates 135k $5.5M 7% Dec 2025
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Arete Wealth Advisors 134k $5.5M 2% Dec 2025
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Guggenheim Capital, LLC Managers 132k $5.4M 19% Dec 2025
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LPL Financial 127k $5.2M 9% Dec 2025
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American Financial Group 110k $4.5M 0% Dec 2025
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Meixler Investment Management 96k $3.9M 4% Dec 2025
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Camden Capital 85k $3.5M 0% Dec 2025
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Janney Montgomery Scott 73k $3.0M 111% Dec 2025
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Cambridge Investment Research Advisors 71k $2.9M 68% Dec 2025
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UBS Group 69k $2.8M 72% Dec 2025
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Mariner Wealth Advisors 56k $2.3M -2% Dec 2025
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Cohen & Steers Capital Management 53k $2.2M 69% Dec 2025
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Private Advisor 52k $2.1M 307% Dec 2025
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CI Private Wealth 13k $519k 18% Dec 2025
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Zimmer Partners 50k $2.0M -39% Dec 2025
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180 Wealth Advisors 46k $1.9M -1% Dec 2025
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Evolve Private Wealth 46k $2.3M 100% Mar 2026
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Monetary Management 41k $1.7M -1% Dec 2025
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Stifel Financial 38k $1.5M 1% Dec 2025
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Steward Partners Investment Advisory 37k $1.5M 2% Dec 2025
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Oppenheimer & Co 34k $1.4M 32% Dec 2025
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Commerce Bank N A 33k $1.4M 60% Dec 2025
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D.A. Davidson & Co. 29k $1.2M 101% Dec 2025
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Invesco 29k $1.2M -16% Dec 2025
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WJ Financial Advisors 28k $1.1M 16% Dec 2025
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MGB Wealth Management 27k $1.1M 2% Dec 2025
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Advisor Group Holdings 27k $1.1M 49% Dec 2025
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First Foundation Advisors 26k $1.1M 100% Dec 2025
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Ariadne Wealth Management 25k $1.2M 0% Dec 2025
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Kercheville Advisors 23k $1.2M 8% Mar 2026
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United Capital Financial Advisers 21k $875k 2% Dec 2025
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Ohe Financial 21k $864k 2% Dec 2025
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NWF Advisory Services 21k $862k 65% Dec 2025
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Investment Research Partners 21k $842k 100% Dec 2025
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Commonwealth Equity Services 20k $833k 28% Dec 2025
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Jane Street 20k $814k 30% Dec 2025
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Lido Advisors 19k $834k 0% Dec 2025
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1620 Investment Advisors 19k $757k 0% Dec 2025
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HighTower Advisors 18k $748k -1% Dec 2025
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Cetera Investment Advisers 18k $724k 27% Dec 2025
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Quadrant Private Wealth Management 17k $679k 0% Dec 2025
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Blue Bell Private Wealth Management 16k $666k 343% Dec 2025
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LaSalle St. Investment Advisors 15k $625k -19% Dec 2025
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John G.Ullman & Associates 15k $623k 0% Dec 2025
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Concorde Asset Management 15k $617k 0% Dec 2025
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Segment Wealth Management 15k $748k 0% Mar 2026
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Calamos Advisors 15k $596k 32% Dec 2025
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Samalin Investment Counsel 14k $561k 3% Dec 2025
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WCG Wealth Advisors 14k $557k 100% Dec 2025
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Botty Investors 13k $545k 0% Dec 2025
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NewEdge Wealth 13k $542k -8% Dec 2025
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Invested Advisors 13k $518k 100% Dec 2025
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MAI Wealth Advisors 12k $503k 5% Dec 2025
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Advisory Services Network 12k $502k 3% Dec 2025
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Verity Asset Management 12k $501k 11% Dec 2025
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Manhattan West Asset Management 12k $480k 0% Dec 2025
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Kovack Advisors 12k $478k 100% Dec 2025
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Nelson, Van Denburg & Campbell Wealth Management 12k $577k 67% Mar 2026
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Strategic Advocates 11k $456k -14% Dec 2025
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Wealth Alliance 11k $457k 100% Dec 2025
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Davenport & Co 11k $555k 36% Mar 2026
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Next Capital Management 9.8k $400k 0% Dec 2025
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Diversified Trust Company 9.3k $462k 2% Mar 2026
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Jaffetilchin Investment Partners 9.2k $375k 25% Dec 2025
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Cornerstone Advisory 8.7k $356k -3% Dec 2025
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Baker Avenue Asset Management 8.6k $352k 0% Dec 2025
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Laird Norton Tyee Trust 8.6k $352k 100% Dec 2025
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Catalina Capital Group 8.3k $338k 31% Dec 2025
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Absolute Investment Advisers 7.6k $316k 100% Dec 2025
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Quarry 7.6k $310k 100% Dec 2025
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Kestra Advisory Services 7.5k $308k 100% Dec 2025
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Old Port Advisors 7.5k $374k 0% Mar 2026
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Fiduciary Alliance 7.2k $296k -4% Dec 2025
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Benjamin Edwards 7.2k $294k -1% Dec 2025
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Abundance Wealth Counselors 7.1k $290k 100% Dec 2025
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Sigma Planning 6.9k $282k 100% Dec 2025
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Harbour Investments 6.9k $282k 12% Dec 2025
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Creative Planning 6.7k $273k 100% Dec 2025
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National Asset Management 6.5k $265k 22% Dec 2025
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Moors & Cabot 6.5k $265k 0% Dec 2025
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Cary Street Partners Financial 6.3k $256k -10% Dec 2025
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Tortoise Capital Advisors 6.1k $250k 100% Dec 2025
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Eastern Bank 5.8k $292k 0% Mar 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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Wiley Bros.-aintree Capital 5.5k $225k 100% Dec 2025
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MBA Advisors 5.3k $263k 0% Mar 2026
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Goss Wealth Management 5.2k $211k -5% Dec 2025
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Baird Financial 4.9k $201k 100% Dec 2025
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Capital Investment Advisors 4.8k $238k 100% Mar 2026
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Harbour Wealth Management Group 4.3k $212k 100% Mar 2026
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Atlantic Trust 3.4k $137k -12% Dec 2025
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CoreCap Advisors 2.3k $116k 1938% Mar 2026
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Thurston, Springer, Miller, Herd & Titak 2.1k $105k 0% Mar 2026
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Whittier Trust 2.0k $83k 0% Dec 2025
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CWM 2.0k $82k 0% Dec 2025
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Rockefeller Capital Management 1.9k $77k 256% Dec 2025
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Hartland & Co 1.5k $63k 10% Dec 2025
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A. Montag and Associates 1.3k $53k -3% Dec 2025
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Northwestern Mutual Wealth Management Company 1.3k $52k 0% Dec 2025
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Brian McDonald 1.1k $45k 28% Dec 2025
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Wolverine Asset Management 1.1k $44k -79% Dec 2025
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Hartford Financial Management 1.0k $52k -16% Mar 2026
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Parkside Financial Bank & Trust 1.0k $41k 43% Dec 2025
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SageView Advisory Group 951.00 $39k 100% Dec 2025
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Noble Wealth Management PBC 918.00 $46k 27% Mar 2026
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Spire Wealth Management 849.00 $35k 0% Dec 2025
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Farther Finance Advisors 671.00 $31k 75% Mar 2026
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Us Bancorp 647.00 $27k 100% Dec 2025
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Webster Bank, N. A. 621.00 $31k 0% Mar 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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Umb Bank N A 325.00 $13k 0% Dec 2025
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Pnc Financial Services 322.00 $13k 0% Dec 2025
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West Branch Capital 306.00 $15k 3% Mar 2026
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Evermay Wealth Management 298.00 $12k 0% Dec 2025
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Gunpowder Capital Management, LLC dba Oliver Wealth Management 255.00 $10k 100% Dec 2025
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Pin Oak Investment Advisors 245.00 $11k -34% Dec 2025
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Union Bankshares 243.00 $9.9k 0% Dec 2025
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Sunbelt Securities 238.00 $9.7k 3% Dec 2025
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Private Wealth Asset Management 200.00 $8.2k 0% Dec 2025
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Larson Financial Group 193.00 $7.9k 0% Dec 2025
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Truvestments Capital 187.00 $7.6k 0% Dec 2025
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SOA Wealth Advisors 187.00 $7.6k 0% Dec 2025
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Abound Wealth Management 181.00 $9.0k 0% Mar 2026
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Federation des caisses Desjardins du Quebec 180.00 $7.4k 0% Dec 2025
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Flagship Harbor Advisors 152.00 $6.2k 100% Dec 2025
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First PREMIER Bank 151.00 $6.0k 0% Dec 2025
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Hm Payson & Co 125.00 $6.2k 0% Mar 2026
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Inlight Wealth Management 123.00 $5.0k 0% Dec 2025
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Garton & Associates Financial Advisors 98.00 $4.0k 100% Dec 2025
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Sound Income Strategies 90.00 $4.0k 0% Dec 2025
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Assetmark 67.00 $2.7k 0% Dec 2025
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Addison Advisors 63.00 $2.6k 0% Dec 2025
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Rossby Financial, LCC 63.00 $2.6k 0% Dec 2025
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Covestor 56.00 $2.0k 100% Dec 2025
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Delta Asset Management 50.00 $2.0k 0% Dec 2025
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Bogart Wealth 44.00 $1.8k 0% Dec 2025
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Financial Management Professionals 39.00 $2.0k 3% Mar 2026
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Rhumbline Advisers 39.00 $1.6k 100% Dec 2025
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Salomon & Ludwin 37.00 $1.5k 0% Dec 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
Wealth Enhancement Advisory Services Dec 2025 167k $6.9M
Thomas J. Herzfeld Advisors Sep 2025 53k $2.3M
Consolidated Portfolio Review Corp Sep 2025 24k $1.0M
Saba Capital Management Sep 2025 23k $988k
Uhlmann Price Securities Dec 2025 17k $701k
RFG Advisory Dec 2025 8.4k $346k
Corecam Pte Dec 2025 5.7k $234k
Integrated Wealth Concepts Sep 2025 4.9k $213k
Principal Securities Sep 2025 1.4k $62k
Sontag Advisory Sep 2025 250.00 $11k
Millstone Evans Group Sep 2025 241.00 $10k
Huntington National Bank Sep 2025 163.00 $7.0k
Ameritas Advisory Services Sep 2025 106.00 $4.6k
Private Trust Co Na Sep 2025 94.00 $4.0k
Quaker Wealth Management Dec 2025 92.00 $3.8k
ORG Wealth Partners Sep 2025 42.00 $1.8k