A detailed history of Blue Bell Private Wealth Management, LLC transactions in Tortoise Energy Independence Fund, Inc. stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 8,139 shares of NDP stock, worth $349,407. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,139
Previous 12,807 36.45%
Holding current value
$349,407
Previous $463,000 33.91%
% of portfolio
0.06%
Previous 0.1%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$31.91 - $38.92 $148,955 - $181,678
-4,668 Reduced 36.45%
8,139 $306,000
Q2 2024

Aug 05, 2024

BUY
$33.07 - $36.19 $66,173 - $72,416
2,001 Added 18.52%
12,807 $463,000
Q1 2024

Apr 24, 2024

BUY
$27.7 - $33.72 $40,192 - $48,927
1,451 Added 15.51%
10,806 $364,000
Q4 2023

Jan 25, 2024

BUY
$27.53 - $32.71 $743 - $883
27 Added 0.29%
9,355 $268,000
Q3 2023

Oct 30, 2023

BUY
$28.19 - $32.16 $131,055 - $149,511
4,649 Added 99.36%
9,328 $295,000
Q2 2023

Aug 08, 2023

BUY
$27.03 - $29.73 $59,979 - $65,970
2,219 Added 90.2%
4,679 $134,000
Q4 2022

Feb 03, 2023

SELL
$28.89 - $35.1 $34,379 - $41,769
-1,190 Reduced 32.6%
2,460 $71,000
Q1 2022

Apr 21, 2022

BUY
$23.0 - $30.09 $83,950 - $109,828
3,650 New
3,650 $108,000

Others Institutions Holding NDP

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 ...
More about NDP
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