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Tortoise Power and Energy Infrastructure Fund (TPZ) Institutional Ownership

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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)
$5.29M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$3.52M
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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
4/24/2024Blue Bell Private Wealth Management LLC2,400$37K0.0%+242.9%0.000%
2/15/2024Bulldog Investors LLP303,410$4.22M1.4%+72.7%0.000%
2/13/2024Aristides Capital LLC20,110$282K0.1%-9.4%0.000%
2/13/2024Bard 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%
2/7/2024Kayne Anderson Capital Advisors LP62,051$870K0.0%-9.4%0.000%
2/6/2024Private Advisor Group LLC62,692$879K0.0%-16.0%0.000%
2/1/2024Wolverine Asset Management LLC4,040$57K0.0%-92.8%0.000%
1/31/2024J.W. Cole Advisors Inc.12,400$174K0.0%N/A0.000%
1/24/2024 Stratos Wealth Advisors LLC17,571$246K0.0%-14.3%0.000%
11/14/2023Saba Capital Management L.P.177,876$2.38M0.1%+7.3%0.000%
11/14/2023Thomas J. Herzfeld Advisors Inc.208,471$2.79M1.1%+14.5%0.000%
11/13/2023Wolverine Asset Management LLC56,105$750K0.0%-3.5%0.000%
11/9/2023Kayne Anderson Capital Advisors LP68,500$915K0.0%-6.0%0.000%
11/8/2023D.A. Davidson & CO.30,173$403K0.0%+5.6%0.000%
11/3/2023Private Advisor Group LLC74,616$997K0.0%-18.2%0.000%
10/24/2023Cambridge Investment Research Advisors Inc.25,018$334K0.0%-6.7%0.000%
8/16/2023Thomas J. Herzfeld Advisors Inc.182,124$2.41M1.0%-9.9%0.000%
8/15/2023Bulldog Investors LLP162,086$2.14M0.7%+73.2%0.000%
8/11/2023D.A. Davidson & CO.28,574$377K0.0%+6.1%0.000%
8/10/2023Private Advisor Group LLC91,189$1.26M0.0%+4.7%0.000%
8/10/2023Sit Investment Associates Inc.48,786$644K0.0%-8.8%0.000%
8/7/2023Wolverine Asset Management LLC58,161$768K0.0%+3.4%0.000%
8/4/2023Envestnet Asset Management Inc.84,237$1.11M0.0%+16.9%0.000%
8/4/2023Carmichael Hill & Associates Inc.18,938$250K0.1%+21.7%0.000%
7/13/2023Cambridge Investment Research Advisors Inc.26,815$354K0.0%-28.5%0.000%
5/15/2023Relative Value Partners Group LLC909,269$11.68M0.8%-1.4%0.000%
5/12/2023Aristides Capital LLC22,199$285K0.2%-5.3%0.000%
5/10/2023Private Advisor Group LLC87,114$1.12M0.0%N/A0.000%
5/8/2023Wolverine Asset Management LLC56,265$723K0.0%+92.8%0.000%
5/5/2023Truist Financial Corp29,344$377K0.0%-3.9%0.000%
4/27/2023 Stratos Wealth Advisors LLC20,500$263K0.0%+5.1%0.000%
4/25/2023D.A. Davidson & CO.26,939$346K0.0%+26.7%0.000%
4/5/2023Carmichael Hill & Associates Inc.15,560$200K0.1%+9.8%0.000%
3/6/2023Rockefeller Capital Management L.P.145,417$1.86M0.0%+23.5%0.000%
2/10/2023Bard Associates Inc.258,575$3.30M1.4%-6.1%0.000%
2/10/2023Sit Investment Associates Inc.270,548$3.45M0.1%-11.3%0.000%
2/8/2023Cambridge Investment Research Advisors Inc.38,169$487K0.0%-12.3%0.000%
2/7/2023Envestnet Asset Management Inc.66,337$846K0.0%N/A0.000%
2/3/2023D.A. Davidson & CO.21,258$271K0.0%N/A0.000%
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2/1/2023Wolverine Asset Management LLC29,188$372K0.0%-11.6%0.000%
1/24/2023Eudaimonia Partners LLC10,312$132K0.0%-8.6%0.000%
1/19/2023 Stratos Wealth Advisors LLC19,500$249K0.0%N/A0.000%
1/18/2023Private Advisor Group LLC78,651$1.00B0.1%-22.6%0.000%
11/16/2022Saba Capital Management L.P.186,034$2.32M0.0%+28.6%0.000%
11/14/2022Almitas Capital LLC34,191$427K0.3%-49.9%0.000%
11/14/2022Thomas 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%
11/10/2022Wolverine Asset Management LLC33,032$412K0.0%+577.9%0.000%
11/7/2022Kayne Anderson Capital Advisors LP72,900$911K0.0%-4.7%0.000%
10/26/2022Truist Financial Corp26,179$327K0.0%+70.4%0.000%
10/14/2022Private Advisor Group LLC101,654$1.27M0.0%+4.6%0.000%
9/16/2022Private Trust Co. NA2,000$25K0.0%N/A0.000%
8/15/2022Bulldog Investors LLP132,659$1.66M0.5%-20.9%0.000%
8/11/2022Bard Associates Inc.277,395$3.47M1.5%+0.5%0.000%
8/11/2022Sit Investment Associates Inc.293,894$3.68M0.1%-7.2%0.000%
8/3/2022Wolverine Asset Management LLC4,873$60K0.0%N/A0.000%
7/22/2022Truist Financial Corp15,359$192K0.0%+14.2%0.000%
7/13/2022Private Advisor Group LLC97,164$1.22M0.0%+11.5%0.000%
7/13/2022Cambridge Investment Research Advisors Inc.43,506$544K0.0%-3.4%0.000%
5/12/2022Sit Investment Associates Inc.316,675$4.51M0.1%+145.7%0.000%
5/12/2022Private Advisor Group LLC87,150$1.24M0.0%+39.4%0.000%
5/11/2022Bard Associates Inc.276,038$3.93M1.4%-2.8%0.000%
5/11/2022Kayne Anderson Capital Advisors LP76,500$1.09M0.0%-4.6%0.000%
2/15/2022Saba Capital Management L.P.160,211$2.18M0.0%N/A0.000%
2/14/2022Waterfront Wealth Inc.12,000$163K0.1%-7.7%0.000%
2/14/2022Rockefeller Capital Management L.P.117,750$1.60M0.0%-0.8%0.000%
2/14/2022Bulldog Investors LLP306,885$4.18M1.1%+3.9%0.000%
2/11/2022Quantedge Capital Pte Ltd37,504$511K0.2%-5.5%0.000%
2/10/2022Private Advisor Group LLC62,500$851K0.0%-45.2%0.000%
2/10/2022HighTower Advisors LLC12,617$171K0.0%-9.1%0.000%
2/8/2022Steward Partners Investment Advisory LLC2,770$38K0.0%-31.8%0.000%
2/4/2022Envestnet Asset Management Inc.33,675$459K0.0%+4.8%0.000%
12/8/2021Moors & Cabot Inc.485,000$578K0.0%N/A0.000%
11/15/2021Rivernorth Capital Management LLC68,069$909K0.0%N/A0.000%
11/15/2021Guggenheim Capital LLC65,629$869K0.0%-30.7%0.000%
11/15/2021Quantedge Capital Pte Ltd39,667$525K0.3%+231.7%0.000%
11/12/2021Wolverine Asset Management LLC30,979$410K0.0%N/A0.000%
11/12/2021Rockefeller Capital Management L.P.118,750$1.57M0.0%-3.1%0.000%
11/12/2021Bulldog Investors LLP295,439$3.91M1.1%+20.0%0.000%
11/5/2021Moors & Cabot Inc.485,000$578K0.0%N/A0.000%
11/5/2021Advisor 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%
10/14/2021Private Advisor Group LLC114,000$1.51M0.0%+134.3%0.000%
8/16/2021Quantedge Capital Pte Ltd11,957$164K0.2%N/A0.000%
8/16/2021Goldman Sachs Group Inc.11,874$163K0.0%N/A0.000%
8/13/2021Steward Partners Investment Advisory LLC4,060$56K0.0%+151.4%0.000%
8/13/2021Kayne Anderson Capital Advisors LP80,100$1.10M0.0%-37.1%0.000%
8/13/2021Bulldog Investors LLP246,153$3.38M0.9%+16.7%0.000%
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8/12/2021Private Advisor Group LLC48,650$667K0.0%+109.7%0.000%
8/12/2021Bard Associates Inc.268,203$3.68M1.2%+11.3%0.000%
8/12/2021Relative Value Partners Group LLC983,110$13.48M1.0%+15.0%0.000%
8/6/2021HighTower Advisors LLC13,886$191K0.0%-19.3%0.000%
8/3/2021Carmichael Hill & Associates Inc.12,493$171K0.1%-37.2%0.000%
7/31/2021Advisors Asset Management Inc.121,877$1.67M0.0%-3.8%0.000%
7/14/20216 Meridian24,886$341K0.0%-3.8%0.000%
5/18/2021Morgan Stanley56,628$685K0.0%-22.6%0.000%
5/17/2021Eudaimonia Partners LLC10,274$124K0.0%-201.2%0.000%
5/17/2021 Hennion & Walsh Asset Management Inc.30,999$375K0.0%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, 22 institutional investors and hedge funds held shares of Tortoise Power and Energy Infrastructure Fund. The most heavily invested institutionals were Relative Value Partners Group LLC ($10.74M), Bulldog Investors LLP ($4.22M), Bard Associates Inc. ($3.13M), Thomas J. Herzfeld Advisors Inc. ($2.79M), Saba Capital Management L.P. ($2.38M), Rockefeller Capital Management L.P. ($1.86M), and Envestnet Asset Management Inc. ($1.11M).Learn more on TPZ's institutional investors.

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

Of the 16 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: Bulldog Investors LLP ($196.27K), Sit Investment Associates Inc. ($187.78K), Private Advisor Group LLC ($130.34K), Envestnet Asset Management Inc. ($78.53K), Wolverine Asset Management LLC ($62.01K), Saba Capital Management L.P. ($53.51K), and Thomas J. Herzfeld Advisors Inc. ($53.26K).

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

Institutional investors have bought a total of 874,998 shares in the last 24 months. This purchase volume represents approximately $11.70M in transactions.

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

Of the 14 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 ($95.59K), Sit Investment Associates Inc. ($62.01K), Wolverine Asset Management LLC ($57.97K), Bard Associates Inc. ($53.74K), Private Advisor Group LLC ($51.50K), Bulldog Investors LLP ($34.96K), and Almitas Capital LLC ($34.12K).

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

Institutional investors have sold a total of 455,722 shares in the last 24 months. This volume of shares sold represents approximately $6.06M in transactions.


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This page (NYSE:TPZ) was last updated on 4/25/2024 by MarketBeat.com Staff

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