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Tortoise Power and Energy Infrastructure Fund (TPZ) Institutional Ownership

Tortoise Power and Energy Infrastructure Fund logo
$19.86 -0.04 (-0.20%)
(As of 11:51 AM ET)
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Institutional Ownership Changes (13F Filings) for Tortoise Power and Energy Infrastructure Fund (NYSE:TPZ)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$18.52M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$3.50M
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TPZ Institutional Buying and Selling by Quarter

Tortoise Power and Energy Infrastructure Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 Sanctuary Advisors LLC38,653$700K0.0%+126.5%0.000%
11/15/2024 Kovitz Investment Group Partners LLC725,678$13.07M0.1%N/A0.000%
11/15/2024 Quarry LP18,513$335K0.1%N/A0.000%
11/14/2024 Rockefeller Capital Management L.P.97,850$1.77M0.0%-17.3%0.000%
11/8/2024 Advisors Asset Management Inc.65,502$1.19M0.0%N/A0.000%
11/6/2024 Bard Associates Inc.202,055$3.66M1.2%-4.8%0.000%
9/5/2024 Sanctuary Advisors LLC17,064$258K0.0%N/A0.000%
8/8/2024 Envestnet Asset Management Inc.197,369$3.12M0.0%+13.6%0.000%
8/7/2024 Choreo LLC44,574$702K0.0%+7.7%0.000%
8/5/2024 Private Advisor Group LLC36,496$576K0.0%-41.9%0.000%
8/2/2024 Carmichael Hill & Associates Inc.21,429$338K0.1%+3.4%0.000%
8/2/2024 Wolverine Asset Management LLC6,891$109K0.0%N/A0.000%
5/2/2024 Choreo LLC41,405$645K0.0%N/A0.000%
4/30/2024 J.W. Cole Advisors Inc.13,367$208K0.0%+7.8%0.000%
4/24/2024 Blue Bell Private Wealth Management LLC2,400$37K0.0%+242.9%0.000%
2/15/2024 Bulldog Investors LLP303,410$4.22M1.4%+72.7%0.000%
2/13/2024 Aristides Capital LLC20,110$282K0.1%-9.4%0.000%
2/13/2024 Bard Associates Inc.223,321$3.13M1.2%-11.5%0.000%
2/12/2024Relative Value Partners Group LLC766,544$10.74M0.7%-9.0%0.000%
2/7/2024 Kayne Anderson Capital Advisors LP62,051$870K0.0%-9.4%0.000%
2/6/2024 Private Advisor Group LLC62,692$879K0.0%-16.0%0.000%
2/1/2024 Wolverine Asset Management LLC4,040$57K0.0%-92.8%0.000%
1/31/2024 J.W. Cole Advisors Inc.12,400$174K0.0%N/A0.000%
1/24/2024Stratos Wealth Advisors LLC17,571$246K0.0%-14.3%0.000%
11/14/2023 Saba Capital Management L.P.177,876$2.38M0.1%+7.3%0.000%
11/14/2023 Thomas J. Herzfeld Advisors Inc.208,471$2.79M1.1%+14.5%0.000%
11/13/2023 Wolverine Asset Management LLC56,105$750K0.0%-3.5%0.000%
11/9/2023 Kayne Anderson Capital Advisors LP68,500$915K0.0%-6.0%0.000%
11/8/2023 D.A. Davidson & CO.30,173$403K0.0%+5.6%0.000%
11/3/2023 Private Advisor Group LLC74,616$997K0.0%-18.2%0.000%
10/24/2023 Cambridge Investment Research Advisors Inc.25,018$334K0.0%-6.7%0.000%
8/16/2023 Thomas J. Herzfeld Advisors Inc.182,124$2.41M1.0%-9.9%0.000%
8/15/2023 Bulldog Investors LLP162,086$2.14M0.7%+73.2%0.000%
8/11/2023 D.A. Davidson & CO.28,574$377K0.0%+6.1%0.000%
8/10/2023 Private Advisor Group LLC91,189$1.26M0.0%+4.7%0.000%
8/10/2023 Sit Investment Associates Inc.48,786$644K0.0%-8.8%0.000%
8/7/2023 Wolverine Asset Management LLC58,161$768K0.0%+3.4%0.000%
8/4/2023 Envestnet Asset Management Inc.84,237$1.11M0.0%+16.9%0.000%
8/4/2023 Carmichael Hill & Associates Inc.18,938$250K0.1%+21.7%0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.26,815$354K0.0%-28.5%0.000%
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5/15/2023Relative Value Partners Group LLC909,269$11.68M0.8%-1.4%0.000%
5/12/2023 Aristides Capital LLC22,199$285K0.2%-5.3%0.000%
5/10/2023 Private Advisor Group LLC87,114$1.12M0.0%N/A0.000%
5/8/2023 Wolverine Asset Management LLC56,265$723K0.0%+92.8%0.000%
5/5/2023 Truist Financial Corp29,344$377K0.0%-3.9%0.000%
4/27/2023Stratos Wealth Advisors LLC20,500$263K0.0%+5.1%0.000%
4/25/2023 D.A. Davidson & CO.26,939$346K0.0%+26.7%0.000%
4/5/2023 Carmichael Hill & Associates Inc.15,560$200K0.1%+9.8%0.000%
3/6/2023 Rockefeller Capital Management L.P.145,417$1.86M0.0%+23.5%0.000%
2/10/2023 Bard Associates Inc.258,575$3.30M1.4%-6.1%0.000%
2/10/2023 Sit Investment Associates Inc.270,548$3.45M0.1%-11.3%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.38,169$487K0.0%-12.3%0.000%
2/7/2023 Envestnet Asset Management Inc.66,337$846K0.0%N/A0.000%
2/3/2023 D.A. Davidson & CO.21,258$271K0.0%N/A0.000%
2/1/2023 Wolverine Asset Management LLC29,188$372K0.0%-11.6%0.000%
1/24/2023Eudaimonia Partners LLC10,312$132K0.0%-8.6%0.000%
1/19/2023Stratos Wealth Advisors LLC19,500$249K0.0%N/A0.000%
1/18/2023 Private Advisor Group LLC78,651$1.00B0.1%-22.6%0.000%
11/16/2022 Saba Capital Management L.P.186,034$2.32M0.0%+28.6%0.000%
11/14/2022 Almitas Capital LLC34,191$427K0.3%-49.9%0.000%
11/14/2022 Thomas J. Herzfeld Advisors Inc.26,910$336K0.1%N/A0.000%
11/10/2022Relative Value Partners Group LLC1,039,268$12.98M1.1%-0.7%0.000%
11/10/2022 Wolverine Asset Management LLC33,032$412K0.0%+577.9%0.000%
11/7/2022 Kayne Anderson Capital Advisors LP72,900$911K0.0%-4.7%0.000%
10/26/2022 Truist Financial Corp26,179$327K0.0%+70.4%0.000%
10/14/2022 Private Advisor Group LLC101,654$1.27M0.0%+4.6%0.000%
9/16/2022 Private Trust Co. NA2,000$25K0.0%N/A0.000%
8/15/2022 Bulldog Investors LLP132,659$1.66M0.5%-20.9%0.000%
8/11/2022 Bard Associates Inc.277,395$3.47M1.5%+0.5%0.000%
8/11/2022 Sit Investment Associates Inc.293,894$3.68M0.1%-7.2%0.000%
8/3/2022 Wolverine Asset Management LLC4,873$60K0.0%N/A0.000%
7/22/2022 Truist Financial Corp15,359$192K0.0%+14.2%0.000%
7/13/2022 Private Advisor Group LLC97,164$1.22M0.0%+11.5%0.000%
7/13/2022 Cambridge Investment Research Advisors Inc.43,506$544K0.0%-3.4%0.000%
5/12/2022 Sit Investment Associates Inc.316,675$4.51M0.1%+145.7%0.000%
5/12/2022 Private Advisor Group LLC87,150$1.24M0.0%+39.4%0.000%
5/11/2022 Bard Associates Inc.276,038$3.93M1.4%-2.8%0.000%
5/11/2022 Kayne Anderson Capital Advisors LP76,500$1.09M0.0%-4.6%0.000%
2/15/2022 Saba Capital Management L.P.160,211$2.18M0.0%N/A0.000%
2/14/2022 Waterfront Wealth Inc.12,000$163K0.1%-7.7%0.000%
2/14/2022 Rockefeller Capital Management L.P.117,750$1.60M0.0%-0.8%0.000%
2/14/2022 Bulldog Investors LLP306,885$4.18M1.1%+3.9%0.000%
2/11/2022 Quantedge Capital Pte Ltd37,504$511K0.2%-5.5%0.000%
2/10/2022 Private Advisor Group LLC62,500$851K0.0%-45.2%0.000%
2/10/2022 HighTower Advisors LLC12,617$171K0.0%-9.1%0.000%
2/8/2022 Steward Partners Investment Advisory LLC2,770$38K0.0%-31.8%0.000%
2/4/2022 Envestnet Asset Management Inc.33,675$459K0.0%+4.8%0.000%
12/8/2021 Moors & Cabot Inc.485,000$578K0.0%N/A0.000%
11/15/2021 Rivernorth Capital Management LLC68,069$909K0.0%N/A0.000%
11/15/2021 Guggenheim Capital LLC65,629$869K0.0%-30.7%0.000%
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11/15/2021 Quantedge Capital Pte Ltd39,667$525K0.3%+231.7%0.000%
11/12/2021 Wolverine Asset Management LLC30,979$410K0.0%N/A0.000%
11/12/2021 Rockefeller Capital Management L.P.118,750$1.57M0.0%-3.1%0.000%
11/12/2021 Bulldog Investors LLP295,439$3.91M1.1%+20.0%0.000%
11/5/2021 Moors & Cabot Inc.485,000$578K0.0%N/A0.000%
11/5/2021 Advisor Group Holdings Inc.11,100$147K0.0%-19.5%0.000%
11/3/20216 Meridian17,152$227K0.0%-31.1%0.000%
11/2/2021Benjamin F. Edwards & Company Inc.4,000$53K0.0%+400.0%0.000%
10/14/2021 Private Advisor Group LLC114,000$1.51M0.0%+134.3%0.000%
8/16/2021 Quantedge Capital Pte Ltd11,957$164K0.2%N/A0.000%
(Data available from 1/1/2016 forward)

TPZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TPZ shares?

During the previous two years, 25 institutional investors and hedge funds held shares of Tortoise Power and Energy Infrastructure Fund. The most heavily invested institutionals were Kovitz Investment Group Partners LLC ($13.07M), Relative Value Partners Group LLC ($10.74M), Bulldog Investors LLP ($4.22M), Bard Associates Inc. ($3.66M), Envestnet Asset Management Inc. ($3.12M), Thomas J. Herzfeld Advisors Inc. ($2.79M), and Saba Capital Management L.P. ($2.38M).Learn more on TPZ's institutional investors.

Which institutional investors have been buying Tortoise Power and Energy Infrastructure Fund stock?

Of the 17 institutional investors that purchased Tortoise Power and Energy Infrastructure Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kovitz Investment Group Partners LLC ($725.68K), Bulldog Investors LLP ($196.27K), Envestnet Asset Management Inc. ($102.20K), Private Advisor Group LLC ($91.19K), Advisors Asset Management Inc. ($65.50K), Choreo LLC ($44.57K), and Sanctuary Advisors LLC ($38.65K).

How much institutional buying is happening at Tortoise Power and Energy Infrastructure Fund?

Institutional investors have bought a total of 1,455,781 shares in the last 24 months. This purchase volume represents approximately $23.56M in transactions.

Which Tortoise Power and Energy Infrastructure Fund major shareholders have been selling company stock?

Of the 13 institutional investors that sold Tortoise Power and Energy Infrastructure Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Relative Value Partners Group LLC ($88.73K), Private Advisor Group LLC ($77.80K), Wolverine Asset Management LLC ($57.97K), Bard Associates Inc. ($56.16K), Sit Investment Associates Inc. ($39.23K), Rockefeller Capital Management L.P. ($20.53K), and Thomas J. Herzfeld Advisors Inc. ($19.94K).

How much institutional selling is happening at Tortoise Power and Energy Infrastructure Fund?

Institutional investors have sold a total of 397,435 shares in the last 24 months. This volume of shares sold represents approximately $5.57M in transactions.


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This page (NYSE:TPZ) was last updated on 12/18/2024 by MarketBeat.com Staff
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