Arete Wealth Advisors, LLC Tortoise Energy Independence Fund, Inc. Transaction History

Arete Wealth Advisors, LLC

$1.17 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 08, 2021	SELL	$9.63 - $14.21 $399,028 - $588,805	-41,436 Closed	0 $0
Q3 2020 Nov 09, 2020	SELL	$9.92 - $12.37 $357 - $445	-36 Reduced 0.09%	41,436 $401,000
Q2 2020 Aug 11, 2020	BUY	$9.04 - $14.93 $374,906 - $619,176	41,472 New	41,472 $483,000

Others Institutions Holding NDP

# of Institutions

31

Shares Held

716K

Call Options Held

0

Put Options Held

0

Saba Capital Management, L.P. New York, NY

170K
Shares

$7.29 Million
0.14% of portfolio
Bulldog Investors, LLP Saddle Brook, NJ

85.6K
Shares

$3.68 Million
1.63% of portfolio
Aristides Capital LLC Ottawa Hills, OH

64.6K
Shares

$2.77 Million
1.11% of portfolio
Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL

63.8K
Shares

$2.74 Million
0.8% of portfolio
1607 Capital Partners, LLC Richmond, VA

62.7K
Shares

$2.69 Million
0.22% of portfolio

About TORTOISE ENERGY INDEPENDENCE FUND, INC.

Ticker NDP
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Tortoise Energy Independence Fund, Inc. is a close ended equity mutual fund launched and managed by Tortoise Capital Advisors L.L.C. The fund invests in the public equity markets of the North American. It seeks to invest primarily in the energy sector. The fund employs a fundamental analysis with a bottom up stock picking approach with focus on ...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arete Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arete Wealth Advisors, LLC with notifications on news.