Stratos Wealth Partners, Ltd. Tortoise Power & Energy Infrastructure Fund Inc Transaction History

Stratos Wealth Partners, Ltd.

$6.79 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 08, 2019	SELL	$14.91 - $19.42 $5,799 - $7,554	-389 Closed	0 $0
Q3 2018 Nov 02, 2018	BUY	$18.6 - $19.9 $7,235 - $7,741	389 New	389 $7,000
Q2 2018 Aug 13, 2018	SELL	$17.68 - $19.37 $6,877 - $7,534	-389 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	$19.72 - $21.68 $7,671 - $8,433	389	389 $8,000

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

$14.2 Million
0.09% of portfolio
Bulldog Investors, LLP Saddle Brook, NJ

275K
Shares

$5.38 Million
2.52% of portfolio
Saba Capital Management, L.P. New York, NY

228K
Shares

$4.45 Million
0.09% of portfolio
Bard Associates Inc Chicago, IL

202K
Shares

$3.95 Million
1.37% of portfolio
Sit Investment Associates Inc Minneapolis, MN

197K
Shares

$3.84 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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