Purchases and Sales Made in Q4 2023 in Tortoise Energy Independence Fund, Inc. (NDP)
This table provides information about the institutional ownership of Tortoise Energy Independence Fund, Inc. (NDP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
26.5KNew |
$729K - $866K
|
26.5K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
18.1K+ 21.27% |
$499K - $593K
|
103K
$4.19M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.3KNew |
$393K - $467K
|
14.3K
$579K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12.5KNew |
$345K - $410K
|
12.5K
$508K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
10K+ 51.05% |
$276K - $328K
|
29.7K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
9.28K+ 13.26% |
$255K - $303K
|
79.3K
$3.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
7.08K+ 138.84% |
$195K - $232K
|
12.2K
$494K
|
|
|
Feb 09, 2024
Q4 2023
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
3.93K+ 49.8% |
$108K - $128K
|
11.8K
$479K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.05K+ 26.37% |
$83.9K - $99.6K
|
14.6K
$592K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.22K+ 8.37% |
$33.5K - $39.8K
|
15.8K
$638K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
94+ 14.53% |
$2.59K - $3.07K
|
741
$30K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
40New |
$1.1K - $1.31K
|
40
$1.62K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
27+ 0.29% |
$743 - $883
|
9.36K
$379K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22+ 37.93% |
$606 - $720
|
80
$3.24K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-39- 0.19% |
$1.07K - $1.28K
|
20.3K
$823K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-41- 3.88% |
$1.13K - $1.34K
|
1.02K
$41.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Zimmer Partners, LP
New York, NY |
SELL
|
- |
-738- 8.68% |
$20.3K - $24.1K
|
7.77K
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-750- 4.98% |
$20.6K - $24.5K
|
14.3K
$580K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-796- 6.7% |
$21.9K - $26K
|
11.1K
$449K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1K- 5.51% |
$27.6K - $32.8K
|
17.2K
$696K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.06K- 25.82% |
$29.1K - $34.6K
|
3.04K
$123K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.87K- 45.19% |
$78.9K - $93.7K
|
3.48K
$141K
|
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-6.1K- 8.68% |
$168K - $200K
|
64.2K
$2.6M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.6K- 48.17% |
$403K - $479K
|
15.8K
$638K
|
|
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-22.7K- 14.51% |
$626K - $744K
|
134K
$5.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-40.6K- 30.7% |
$1.12M - $1.33M
|
91.6K
$3.71M
|