Purchases and Sales Made in Q2 2023 in Tortoise Energy Independence Fund, Inc. (NDP)
This table provides information about the institutional ownership of Tortoise Energy Independence Fund, Inc. (NDP) during Q2 2023. The information is specifically focused on institutions that hold shares of TORTOISE ENERGY INDEPENDENCE FUND, INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
47.7KNew |
$1.29M - $1.42M
|
47.7K
$1.9M
|
|
Aug 14, 2023
Q2 2023
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
37.4K+ 84.58% |
$1.01M - $1.11M
|
81.6K
$3.25M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.51KNew |
$203K - $223K
|
7.51K
$299K
|
|
Aug 14, 2023
Q2 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
5KNew |
$135K - $149K
|
5K
$199K
|
|
Aug 14, 2023
Q2 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
3.15K+ 2.02% |
$85.1K - $93.6K
|
159K
$6.35M
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.22K+ 90.2% |
$60K - $66K
|
4.68K
$186K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
946+ 49.95% |
$25.6K - $28.1K
|
2.84K
$113K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
298New |
$8.05K - $8.86K
|
298
$11.9K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
255+ 2.24% |
$6.89K - $7.58K
|
11.6K
$464K
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
250+ 3.34% |
$6.76K - $7.43K
|
7.73K
$308K
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
125New |
$3.38K - $3.72K
|
125
$4.98K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
53New |
$1.43K - $1.58K
|
53
$2.11K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8+ 0.2% |
$216 - $238
|
4.05K
$161K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-162- 1.07% |
$4.38K - $4.82K
|
15K
$600K
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-699- 3.32% |
$18.9K - $20.8K
|
20.3K
$811K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-710- 14.78% |
$19.2K - $21.1K
|
4.09K
$163K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-744- 3.96% |
$20.1K - $22.1K
|
18K
$718K
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-1K- 9.8% |
$27K - $29.7K
|
9.2K
$367K
|
|
Aug 14, 2023
Q2 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-1.3K- 1.79% |
$35.1K - $38.6K
|
71.3K
$2.84M
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-2K- 39.6% |
$54.1K - $59.5K
|
3.05K
$122K
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.99K- 26.12% |
$108K - $119K
|
11.3K
$449K
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-11.5K- 7.78% |
$310K - $341K
|
136K
$5.41M
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-12.2K- 30.98% |
$331K - $364K
|
27.3K
$1.09M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-95.2K- 67.03% |
$2.57M - $2.83M
|
46.8K
$1.87M
|