Institutional Ownership Tortoise Power & Energy Infrastructure Fund Inc (TPZ)
This table provides information about the institutional ownership of Tortoise Power & Energy Infrastructure Fund Inc (TPZ). We have compiled data on the 38 institutions that hold shares in the stock, with a total of 2.68 Million shares, which have been reported (via 13F filing form) to have a value of $53.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
725,678
shares
|
$14.5 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Nov 14, 2024 Q3 2024 |
275,391
shares
|
$5.51 Million
2.52% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Saba Capital Management, L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
227,726
shares
|
$4.55 Million
0.09% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Bard Associates Inc
Chicago, IL |
Nov 06, 2024 Q3 2024 |
202,055
shares
|
$4.04 Million
1.37% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
196,703
shares
|
$3.93 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2024 Q3 2024 |
167,772
shares
|
$3.36 Million
1.01% of portfolio
|
Q3 2024
Reduced 31.99%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
165,241
shares
|
$3.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.28%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
97,850
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.34%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
65,502
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Nov 14, 2024 Q3 2024 |
59,182
shares
|
$1.18 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Yakira Capital Management, Inc.
Westport, CT |
Nov 13, 2024 Q3 2024 |
47,226
shares
|
$944,520
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
38,687
shares
|
$773,740
0.0% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
38,653
shares
|
$773,060
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
36,510
shares
|
$730,200
0.01% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
32,408
shares
|
$648,160
0.0% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
29,281
shares
|
$585,620
0.01% of portfolio
|
Q3 2024
Reduced 34.31%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
27,577
shares
|
$551,540
0.0% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
24,022
shares
|
$480,440
0.0% of portfolio
|
Q2 2024
Reduced 3.98%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
21,704
shares
|
$434,080
0.14% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
19,027
shares
|
$380,540
0.0% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
18,513
shares
|
$370,260
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
18,381
shares
|
$367,620
0.0% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Nov 14, 2024 Q3 2024 |
18,089
shares
|
$361,780
0.15% of portfolio
|
Q3 2024
Reduced 10.05%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
16,247
shares
|
$324,940
0.01% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,974
shares
|
$319,480
0.03% of portfolio
|
Q3 2024
New holding
|