Who owns Tortoise Pwr & Energy?
- Ticker: TPZ
- CUSIP Number: 89147X104
Tip: Access positions for across all investors
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 |
|---|---|---|---|---|---|
| Relative Value Partners | 762k | $11M | -1% | Mar 2024 |
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| Brooklyn Capital Management | 257k | $4.0M | -15% | Mar 2024 |
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| Thomas J. Herzfeld Advisors | 228k | $3.6M | 0% | Mar 2024 |
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| Saba Capital Management | 228k | $3.5M | -8% | Mar 2024 |
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| Bard Associates | 216k | $3.4M | -15% | Mar 2024 |
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| Envestnet Asset Management | 174k | $2.7M | 81% | Mar 2024 |
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| Rockefeller Capital Management | 120k | $1.7M | -21% | Dec 2023 |
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| Private Advisor | 63k | $979k | 0% | Mar 2024 |
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| Kayne Anderson Capital Advisors, L.p | 62k | $967k | 0% | Mar 2024 |
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| Rsm Us Wealth Management | 41k | $645k | 100% | Mar 2024 |
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| Wells Fargo & Company | 40k | $621k | 1% | Mar 2024 |
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| Morgan Stanley | 33k | $516k | -3% | Mar 2024 |
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| D.A. Davidson & Co. | 31k | $481k | 2% | Mar 2024 |
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| Branch Banking & Trust Company | 29k | $454k | 0% | Mar 2024 |
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| Cambridge Investment Research Advisors | 25k | $390k | 0% | Mar 2024 |
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| Carmichael Hill & Associates | 21k | $323k | 5% | Mar 2024 |
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| Aristides Capital | 20k | $313k | -9% | Mar 2024 |
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| UBS Group | 20k | $308k | -15% | Mar 2024 |
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| Stratos Wealth Advisors | 18k | $274k | 0% | Mar 2024 |
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| Cetera Investment Advisers | 17k | $264k | 100% | Mar 2024 |
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| Advisor Group Holdings | 17k | $263k | -3% | Mar 2024 |
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| First Trust Advisors | 17k | $256k | 4% | Mar 2024 |
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| Zimmer Partners | 14k | $212k | 0% | Mar 2024 |
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| LPL Financial | 13k | $209k | 100% | Mar 2024 |
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| J.w. Cole Advisors | 13k | $208k | 8% | Mar 2024 |
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| A. Montag and Associates | 11k | $177k | 0% | Mar 2024 |
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| Benjamin F. Edwards & Company | 4.0k | $62k | 0% | Mar 2024 |
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| Blue Bell Private Wealth Management | 2.4k | $37k | 243% | Mar 2024 |
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| Private Trust Co Na | 2.0k | $31k | 0% | Mar 2024 |
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| Royal Bank of Canada | 1.4k | $22k | -57% | Mar 2024 |
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| Steward Partners Investment Advisory | 920.00 | $14k | 0% | Mar 2024 |
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| Bank of America Corporation | 250.00 | $3.9k | 0% | Mar 2024 |
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| FNY Investment Advisers | 100.00 | $1.0k | 100% | Mar 2024 |
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Who sold out of Tortoise Pwr & Energy?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Sit Investment Associates | Sep 2023 | 153k | $2.0M |
| Captrust Financial Advisors | Dec 2023 | 39k | $547k |
| McGowan Group Asset Management | Sep 2023 | 21k | $277k |
| Financial Network Investment Corporation | Sep 2023 | 15k | $196k |
| Jpmorgan Chase & Co | Dec 2023 | 10k | $141k |
| Sea Otter Advisors | Dec 2023 | 6.8k | $95k |
| Wolverine Asset Management | Dec 2023 | 4.0k | $57k |