Bogart Wealth, LLC Tortoise Energy Independence Fund, Inc. Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$25.89 - $34.73 $2,718 - $3,646	-105 Closed	0 $0
Q1 2022 Apr 22, 2022	BUY	$23.0 - $30.09 $2,415 - $3,159	105 New	105 $3,000

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

$6.88 Million
0.14% of portfolio
Bulldog Investors, LLP Saddle Brook, NJ

85.6K
Shares

$3.47 Million
1.63% of portfolio
Aristides Capital LLC Ottawa Hills, OH

64.6K
Shares

$2.62 Million
1.11% of portfolio
Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL

63.8K
Shares

$2.59 Million
0.8% of portfolio
1607 Capital Partners, LLC Richmond, VA

62.7K
Shares

$2.54 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 Bogart Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bogart Wealth, LLC with notifications on news.