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Tortoise Energy Infrastructure (TYG) Institutional Ownership

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$43.75 -0.66 (-1.49%)
As of 09:34 AM Eastern

Institutional Ownership Changes (13F Filings) for Tortoise Energy Infrastructure (NYSE:TYG)

Current
Institutional Ownership
Percentage
32.50%
Number of
Institutional Buyers
(last 12 months)
92
Total
Institutional Inflows
(last 12 months)
$62.90M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$30.54M
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TYG Institutional Buying and Selling by Quarter

Tortoise Energy Infrastructure Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2026 Arete Wealth Advisors LLC137,010$6.82M0.4%+2.5%0.649%
5/19/2026 Bank of America Corp DE62,963$3.14M0.0%-32.3%0.298%
5/19/2026 Arete Wealth Advisors LLC137,010$6.82M0.5%+2.5%0.649%
5/18/2026 Royal Bank of Canada391,435$19.51M0.0%+17.5%1.853%
5/14/2026 Lido Advisors LLC27,406$1.37M0.0%+41.6%0.130%
5/13/2026 Cetera Investment Advisers18,902$942K0.0%+6.8%0.089%
5/13/2026 NewEdge Wealth LLC12,566$626K0.0%-5.1%0.059%
5/6/2026 Quadrant Private Wealth Management LLC8,724$435K0.1%-47.5%0.041%
5/6/2026 Allspring Global Investments Holdings LLC16,920$843K0.0%-87.8%0.080%
5/5/2026 D.A. Davidson & CO.30,254$1.51M0.0%+3.3%0.143%
5/5/2026 Sigma Planning Corp7,390$368K0.0%+7.2%0.035%
5/4/2026 WJ Financial Advisors LLC28,581$1.43M1.2%+2.4%0.135%
5/4/2026 NWF Advisory Services Inc.21,636$1.08M0.1%+2.7%0.102%
5/1/2026 180 Wealth Advisors LLC45,754$2.28M0.3%-1.3%0.217%
5/1/2026 Fifth Third Bancorp713$36K0.0%N/A0.003%
4/28/2026 Fortitude Advisory Group L.L.C.4,093$204K0.1%N/A0.019%
4/27/2026 Private Advisor Group LLC12,469$622K0.0%-76.2%0.059%
4/25/2026 Eagle Bluffs Wealth Management LLC151,236$7.54M2.9%+1.2%0.716%
4/23/2026 Catalina Capital Group LLC7,426$370K0.2%-10.3%0.035%
4/22/2026 Janney Montgomery Scott LLC86,439$4.31M0.0%+17.8%0.409%
4/21/2026 Fiduciary Alliance LLC7,913$376K0.0%+9.3%0.037%
4/20/2026 Kercheville Advisors LLC23,100$1.15M0.4%+8.2%0.109%
4/17/2026 Harbour Wealth Management Group Inc.4,259$212K0.2%N/A0.020%
4/16/2026 Evolve Private Wealth LLC45,677$2.28M0.1%-0.7%0.216%
3/17/2026 Rockefeller Capital Management L.P.1,892$77K0.0%+255.6%0.018%
3/9/2026 Corient Private Wealth LLC12,677$519K0.0%+17.8%0.118%
3/3/2026 NWF Advisory Services Inc.21,076$862K0.1%+65.3%0.196%
3/2/2026 Corecam Pte. Ltd.5,710$234K0.1%N/A0.053%
2/25/2026 Sit Investment Associates Inc.135,345$5.54M0.1%+7.3%1.257%
2/19/2026 Invesco Ltd.28,826$1.18M0.0%-15.9%0.268%
2/19/2026 Corient Private Wealth LLC50,394$2.06M0.0%+368.4%0.468%
2/18/2026 NewEdge Advisors LLC5,162$211K0.0%-4.6%0.048%
2/18/2026 Zimmer Partners LP50,000$2.05M0.1%-38.6%0.464%
2/18/2026 Cahill Financial Advisors Inc.21,119$864K0.1%+1.6%0.196%
2/18/2026 Evolve Private Wealth LLC45,988$1.88M0.1%N/A0.427%
2/17/2026 Guggenheim Capital LLC131,916$5.40M0.0%+19.0%1.225%
2/17/2026 Tortoise Capital Advisors L.L.C.6,112$250K0.0%N/A0.057%
2/17/2026 Cetera Investment Advisers17,696$724K0.0%+27.4%0.164%
2/17/2026 Laird Norton Wetherby Trust Company LLC8,610$352K0.0%N/A0.080%
2/17/2026 Kovack Advisors Inc.11,690$478K0.0%N/A0.109%
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2/17/2026 Osaic Holdings Inc.26,540$1.09M0.0%+48.5%0.246%
2/17/2026 Advisory Services Network LLC12,263$502K0.0%+3.3%0.114%
2/17/2026 &PARTNERS5,493$225K0.0%N/A0.051%
2/17/2026 Royal Bank of Canada333,131$13.63M0.0%+22.6%3.093%
2/16/2026 Mariner LLC56,121$2.30M0.0%-2.5%0.521%
2/16/2026 Eagle Bluffs Wealth Management LLC149,482$6.11M2.5%+74.0%1.388%
2/16/2026 Bard Associates Inc.195,725$8.01M2.1%+71.1%1.817%
2/13/2026 Arete Wealth Advisors LLC133,730$5.47M0.3%+2.1%1.242%
2/13/2026 Kestra Advisory Services LLC7,524$308K0.0%N/A0.070%
2/13/2026 Meixler Investment Management Ltd.96,186$3.93M2.4%+3.6%0.893%
2/13/2026 Parkside Financial Bank & Trust1,000$41K0.0%+42.9%0.009%
2/13/2026 Stifel Financial Corp37,497$1.53M0.0%+1.2%0.348%
2/13/2026 Quarry LP7,570$310K0.1%N/A0.070%
2/13/2026 Commerce Bank33,131$1.36M0.0%+60.2%0.308%
2/13/2026 OpenArc Corporate Advisory LLC7,619$312K0.0%N/A0.071%
2/13/2026 Wells Fargo & Company MN215,011$8.79M0.0%-6.3%1.996%
2/13/2026 Cohen & Steers Inc.52,782$2.16M0.0%+69.4%0.490%
2/12/2026 Advisors Asset Management Inc.381,612$15.61M0.3%+17.9%3.543%
2/12/2026 Jane Street Group LLC19,904$814K0.0%+29.5%0.185%
2/12/2026 Commonwealth Equity Services LLC20,366$833K0.0%+27.6%0.189%
2/12/2026 Steward Partners Investment Advisory LLC36,835$1.51M0.0%+1.8%0.342%
2/12/2026CIBC Private Wealth Group LLC3,352$137K0.0%-12.4%0.031%
2/12/2026 Investment Research Partners LLC20,575$842K0.4%N/A0.191%
2/12/2026 Kovack Advisors Inc.11,690$466K0.0%N/A0.109%
2/11/2026 Janney Montgomery Scott LLC73,379$3.00M0.0%+111.0%0.682%
2/11/2026 Strategic Advocates LLC11,198$456K0.1%-14.5%0.104%
2/11/2026 Monetary Management Group Inc.40,626$1.66M0.4%-1.2%0.377%
2/11/2026 LPL Financial LLC126,953$5.19M0.0%+9.3%1.179%
2/11/2026 XML Financial LLC5,702$233K0.0%N/A0.053%
2/11/2026 Closed End Fund Advisors Inc.73,348$3M1.8%N/A0.681%
2/10/2026 WCG Wealth Advisors LLC13,628$557K0.0%N/A0.127%
2/9/2026 Cary Street Partners Financial LLC6,270$256K0.0%-10.0%0.058%
2/9/2026 Blue Bell Private Wealth Management LLC16,280$666K0.1%+343.1%0.151%
2/9/2026 Harbour Investments Inc.6,894$282K0.0%+12.0%0.064%
2/3/2026 NewEdge Wealth LLC13,246$542K0.0%-8.4%0.123%
2/3/2026 RFG Advisory LLC8,449$346K0.0%N/A0.078%
2/2/2026 WJ Financial Advisors LLC27,913$1.14M1.0%+16.3%0.259%
2/2/2026 Oppenheimer & Co. Inc.34,054$1.39M0.0%+31.8%0.316%
1/30/2026 Sigma Planning Corp6,896$282K0.0%N/A0.064%
1/30/2026 Verity Asset Management Inc.12,258$501K0.2%+11.1%0.114%
1/30/2026 Samalin Investment Counsel LLC13,712$561K0.2%+2.8%0.127%
1/29/2026Comerica Bank1,111$45K0.0%+27.8%0.010%
1/29/2026 D.A. Davidson & CO.29,290$1.20M0.0%+101.3%0.272%
1/29/2026 UBS Group AG69,068$2.83M0.0%+71.8%0.641%
1/29/2026 Kercheville Advisors LLC21,343$873K0.2%+6.6%0.198%
1/29/2026 Calamos Advisors LLC14,575$596K0.0%+32.2%0.135%
1/28/2026 Cornerstone Advisory LLC8,692$355K0.0%-3.5%0.081%
1/28/2026 Absolute Investment Advisers LLC7,570$316K0.0%N/A0.070%
1/26/2026 Abundance Wealth Counselors7,081$290K0.0%N/A0.066%
1/26/2026 Invested Advisors12,655$518K0.5%N/A0.118%
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1/22/2026 Fiduciary Alliance LLC7,240$296K0.0%-3.9%0.067%
1/21/2026 Hartford Financial Management Inc.1,244$51K0.0%+49.2%0.012%
1/20/2026 Thurston Springer Miller Herd & Titak Inc.2,100$86K0.0%+600.0%0.019%
1/16/2026 Catalina Capital Group LLC8,275$338K0.2%+30.7%0.077%
1/15/2026 Jaffetilchin Investment Partners LLC9,176$375K0.0%+24.9%0.085%
1/15/2026 Allspring Global Investments Holdings LLC138,490$5.66M0.0%-2.0%1.286%
1/12/2026 Uhlmann Price Securities LLC17,137$701K0.4%+18.2%0.159%
1/9/2026 Diversified Trust Co.9,106$372K0.0%+4.1%0.085%
1/9/2026 180 Wealth Advisors LLC46,377$1.90M0.2%-1.1%0.431%
1/8/2026 Wealth Enhancement Advisory Services LLC167,078$6.91M0.0%+19.5%1.551%


TYG Institutional Ownership - Frequently Asked Questions

During the previous two years, 141 institutional investors and hedge funds held shares of Tortoise Energy Infrastructure. The most heavily invested institutionals were Saba Capital Management L.P. ($44.05M), Royal Bank of Canada ($19.51M), Advisors Asset Management Inc. ($15.61M), Raymond James Financial Inc. ($13.68M), Wells Fargo & Company MN ($8.79M), Bard Associates Inc. ($8.01M), and Bulldog Investors LLP ($8.00M).Learn more on Tortoise Energy Infrastructure's institutional investors.

32.50% of Tortoise Energy Infrastructure's stock is owned by institutional investors. Learn more on TYG's institutional investor holdings.

Of the 130 institutional investors that purchased Tortoise Energy Infrastructure's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Saba Capital Management L.P. ($569.44K), Raymond James Financial Inc. ($487.79K), Almitas Capital LLC ($264.24K), Advisors Asset Management Inc. ($261.31K), Wells Fargo & Company MN ($209.91K), Bard Associates Inc. ($194.89K), and Bulldog Investors LLP ($190.12K).

Institutional investors have bought a total of 1,483,841 shares in the last 24 months. This purchase volume represents approximately $62.90M in transactions.

Of the 41 institutional investors that sold Tortoise Energy Infrastructure's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($234.46K), Advisors Asset Management Inc. ($102.11K), Aristides Capital LLC ($93.15K), Private Advisor Group LLC ($39.95K), Bank of America Corp DE ($36.86K), Zimmer Partners LP ($33.92K), and De Lisle Partners LLP ($28.60K).

Institutional investors have sold a total of 676,120 shares in the last 24 months. This volume of shares sold represents approximately $30.54M in transactions.



This page (NYSE:TYG) was last updated on 6/3/2026 by MarketBeat.com Staff.
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