Latest Institutional Transactions on Tortoise Power & Energy Infrastructure Fund Inc (TPZ)
This table provides information on the latest institutional transactions involving Tortoise Power & Energy Infrastructure Fund Inc (TPZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
38.7KNew |
$608K - $710K
|
38.7K
$774K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
468+ 1.47% |
$7.37K - $8.6K
|
32.4K
$649K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-330- 1.7% |
$5.19K - $6.06K
|
19K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-20.5K- 17.34% |
$323K - $377K
|
97.9K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
18.5KNew |
$291K - $340K
|
18.5K
$371K
|
|
|
Nov 14, 2024
Q3 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
59.2KNew |
$932K - $1.09M
|
59.2K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
16KNew |
$251K - $293K
|
16K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-2.02K- 10.05% |
$31.8K - $37.1K
|
18.1K
$362K
|
|
|
Nov 14, 2024
Q3 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-2.15K- 0.78% |
$33.9K - $39.6K
|
275K
$5.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
726KNew |
$11.4M - $13.3M
|
726K
$14.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
47.2KNew |
$743K - $868K
|
47.2K
$946K
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
197KNew |
$3.1M - $3.61M
|
197K
$3.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.62K- 5.56% |
$25.6K - $29.8K
|
27.6K
$552K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
65+ 0.18% |
$1.02K - $1.19K
|
36.5K
$731K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.96KNew |
$125K - $146K
|
7.96K
$159K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
347+ 1.92% |
$5.46K - $6.37K
|
18.4K
$368K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.5K- 9.45% |
$23.6K - $27.6K
|
14.4K
$288K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.16K- 7.1% |
$18.3K - $21.3K
|
15.2K
$305K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.89K+ 5.12% |
$29.7K - $34.6K
|
38.7K
$775K
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-78.9K- 31.99% |
$1.24M - $1.45M
|
168K
$3.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
11.8KNew |
$186K - $217K
|
11.8K
$237K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
438+ 3.37% |
$6.89K - $8.05K
|
13.4K
$269K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
65.5KNew |
$1.03M - $1.2M
|
65.5K
$1.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-15.3K- 34.31% |
$241K - $281K
|
29.3K
$586K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-32.1K- 16.28% |
$506K - $590K
|
165K
$3.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-10.3K- 4.83% |
$162K - $189K
|
202K
$4.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-6.09K- 88.39% |
$95.9K - $112K
|
800
$16K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
275+ 1.28% |
$4.33K - $5.05K
|
21.7K
$435K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.06K- 88.37% |
$32.4K - $37.8K
|
271
$5.43K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-324- 1.96% |
$5.1K - $5.95K
|
16.2K
$325K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
16+ 0.01% |
$236 - $256
|
228K
$4.56M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
150+ 1.12% |
$2.21K - $2.4K
|
13.5K
$271K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
300New |
$4.42K - $4.79K
|
300
$6.01K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-26.3K- 41.88% |
$388K - $420K
|
36.5K
$731K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-996- 3.98% |
$14.7K - $15.9K
|
24K
$481K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
450New |
$6.63K - $7.19K
|
450
$9.01K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.6K- 65.0% |
$36K - $40.5K
|
1.4K
$28K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1KNew |
$13.9K - $15.6K
|
1K
$20K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4+ 0.03% |
$55.4 - $62.4
|
14.4K
$289K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-4.16K- 0.54% |
$57.7K - $64.9K
|
762K
$15.3M
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$1.39K - $1.56K
|
100
$2K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.2K+ 35.53% |
$131K - $143K
|
39K
$781K
|
|
|
Feb 14, 2024
Q4 2023
|
Zimmer Partners, LP
New York, NY |
SELL
|
- |
-1.41K- 9.41% |
$18.1K - $19.8K
|
13.6K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
1.47K+ 27.74% |
$18.9K - $20.7K
|
6.79K
$136K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.1KNew |
$129K - $141K
|
10.1K
$202K
|
|
|
Feb 06, 2024
Q4 2023
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-6.45K- 9.41% |
$82.8K - $90.5K
|
62.1K
$1.24M
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
240+ 2.33% |
$3.14K - $3.35K
|
10.5K
$211K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
250New |
$3.12K - $3.3K
|
250
$5.01K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
100New |
$1.25K - $1.32K
|
100
$2K
|
|