Selective Wealth Management, Inc. Tortoise Pipeline & Energy Fund, Inc. Transaction History

Selective Wealth Management, Inc.

$239 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 20, 2022	SELL	$23.54 - $29.32 $47 - $58	-2 Reduced 0.64%	312 $9,000
Q4 2021 Jan 18, 2022	SELL	$21.41 - $26.47 $963 - $1,191	-45 Reduced 12.53%	314 $7,000
Q3 2020 Oct 21, 2020	SELL	$11.94 - $15.05 $7,128 - $8,984	-597 Reduced 62.45%	359 $4,000
Q2 2020 Jul 15, 2020	BUY	$10.28 - $19.86 $9,827 - $18,986	956 New	956 $13,000

Others Institutions Holding TTP

# of Institutions

32

Shares Held

889K

Call Options Held

0

Put Options Held

0

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

181K
Shares

$9.44 Million
0.16% of portfolio
Bard Associates Inc Chicago, IL

121K
Shares

$6.32 Million
1.92% of portfolio
Almitas Capital LLC Santa Monica, CA

120K
Shares

$6.28 Million
2.37% of portfolio
Sit Investment Associates Inc Minneapolis, MN

117K
Shares

$6.09 Million
0.11% of portfolio
Aristides Capital LLC Ottawa Hills, OH

68.1K
Shares

$3.55 Million
1.31% of portfolio

About TORTOISE PIPELINE & ENERGY FUND, INC.

Ticker TTP
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Tortoise Pipeline & Energy Fund, Inc. is a closed ended equity mutual fund launched and managed by Tortoise Capital Advisors, LLC. It invests in public equity markets of North America. The fund invests in pipeline companies that engage in the business of transporting natural gas, natural gas liquids, crude oil, and refined petroleum products...

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