Purchases and Sales Made in Q3 2023 in Tortoise Energy Independence Fund, Inc. (NDP)
This table provides information about the institutional ownership of Tortoise Energy Independence Fund, Inc. (NDP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
132KNew |
$3.73M - $4.25M
|
132K
$5.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
52.9K+ 110.93% |
$1.49M - $1.7M
|
101K
$4.32M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
20.3KNew |
$573K - $654K
|
20.3K
$873K
|
|
|
Nov 09, 2023
Q3 2023
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
7.88KNew |
$222K - $254K
|
7.88K
$338K
|
|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
4.69KNew |
$132K - $151K
|
4.69K
$201K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4.65K+ 99.36% |
$131K - $150K
|
9.33K
$400K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.04K+ 53.83% |
$114K - $130K
|
11.6K
$496K
|
|
|
Nov 13, 2023
Q3 2023
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
3.63K+ 4.44% |
$102K - $117K
|
85.3K
$3.66M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.26K+ 28.89% |
$91.8K - $105K
|
14.5K
$624K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.29K+ 56.58% |
$64.6K - $73.7K
|
6.34K
$272K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
235+ 2.02% |
$6.62K - $7.56K
|
11.9K
$510K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
142+ 0.79% |
$4K - $4.57K
|
18.2K
$780K
|
|
|
Nov 14, 2023
Q3 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
100+ 2.0% |
$2.82K - $3.22K
|
5.1K
$219K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
58New |
$1.64K - $1.87K
|
58
$2.49K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-1.3K- 1.82% |
$36.6K - $41.8K
|
70K
$3M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.78K- 62.75% |
$50.2K - $57.3K
|
1.06K
$45.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-2.62K- 1.65% |
$73.9K - $84.3K
|
157K
$6.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-7.63K- 27.99% |
$215K - $245K
|
19.6K
$843K
|