J.W. Cole Advisors, Inc. Tortoise Power & Energy Infrastructure Fund Inc Transaction History

J.W. Cole Advisors, Inc.

$2.33 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 08, 2024	BUY	$14.74 - $15.98 $2,211 - $2,397	150 Added 1.12%	13,517 $213,000
Q1 2024 Apr 30, 2024	BUY	$13.86 - $15.59 $13,402 - $15,075	967 Added 7.8%	13,367 $208,000
Q4 2023 Jan 31, 2024	BUY	$12.84 - $14.03 $159,216 - $173,972	12,400 New	12,400 $173,000

Others Institutions Holding TPZ

# of Institutions

38

Shares Held

2.68M

Call Options Held

0

Put Options Held

0

Kovitz Investment Group Partners, LLC

726K
Shares

$14.5 Million
0.09% of portfolio
Bulldog Investors, LLP Saddle Brook, NJ

275K
Shares

$5.52 Million
2.52% of portfolio
Saba Capital Management, L.P. New York, NY

228K
Shares

$4.56 Million
0.09% of portfolio
Bard Associates Inc Chicago, IL

202K
Shares

$4.05 Million
1.37% of portfolio
Sit Investment Associates Inc Minneapolis, MN

197K
Shares

$3.94 Million
0.08% of portfolio

About TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC

Ticker TPZ
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Tortoise Power and Energy Infrastructure Fund, Inc. is a closed-ended balanced mutual fund launched and managed by Tortoise Capital Advisors, LLC. The fund invests in the fixed income and public equity markets of the United States. It invests in securities of companies operating in the power and energy infrastructure sectors. The fund employs a ...

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