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 |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.2KNew |
$14.9K - $16.6K
|
1.2K
$24K
|
|
Q4 2022 | |||||||
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
538New |
$6.73K - $7.54K
|
538
$10.8K
|
|
Feb 14, 2023
Q4 2022
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
73.9KNew |
$924K - $1.03M
|
73.9K
$1.48M
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
14.7KNew |
$184K - $206K
|
14.7K
$295K
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-650- 5.42% |
$8.13K - $9.11K
|
11.4K
$227K
|
|
Q3 2022 | |||||||
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-7K- 38.21% |
$84K - $98.4K
|
11.3K
$227K
|
|
Q2 2022 | |||||||
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
2KNew |
$24.4K - $29.8K
|
2K
$40.1K
|
|
Aug 15, 2022
Q2 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-18.3KClosed |
$223K - $273K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-671Closed |
$8.17K - $10K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-500Closed |
$6.09K - $7.46K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-33.3KClosed |
$443K - $491K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
28KNew |
$372K - $413K
|
28K
$561K
|
|
May 13, 2022
Q1 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-37.5KClosed |
$498K - $553K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.6KClosed |
$168K - $186K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-252Closed |
$3.35K - $3.71K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.85K- 66.79% |
$24.6K - $27.3K
|
920
$18.4K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12.1KClosed |
$152K - $175K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-400Closed |
$5.06K - $5.6K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-11.6KClosed |
$147K - $163K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
485KNew |
$6.13M - $6.79M
|
485K
$9.71M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.2K+ 400.0% |
$40.4K - $44.8K
|
4K
$80.1K
|
|
Q2 2021 | |||||||
Sep 20, 2021
Q2 2021
|
Activest Wealth Management
|
BUY
|
- |
3New |
$36.3 - $42.4
|
3
$60.1
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-32KClosed |
$387K - $452K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-925Closed |
$11.2K - $13.1K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-32.2KClosed |
$389K - $455K
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.7KClosed |
$231K - $253K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-31.5KClosed |
$350K - $383K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-13.3KClosed |
$148K - $162K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 18, 2021
Q4 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
PUT |
10.1KNew |
$83.5K - $118K
|
10.1K
$203K
|
|
Feb 16, 2021
Q4 2020
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-16.3KClosed |
$134K - $189K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1Closed |
$8.23 - $11.6
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-15.6KClosed |
$132K - $147K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.05KClosed |
$42.6K - $47.5K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-11.5KClosed |
$96.8K - $108K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 05, 2020
Q2 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-2Closed |
$13.3 - $21.8
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Hc Financial Advisors Inc
|
SELL
|
- |
-300Closed |
$1.99K - $3.27K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Matisse Capital
|
SELL
|
- |
-22.2KClosed |
$147K - $242K
|
0
$0
|
|
Q1 2020 | |||||||
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-178KClosed |
$748K - $3.11M
|
0
$0
|
|
May 20, 2020
Q1 2020
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-15.5KClosed |
$65.4K - $272K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-28.3KClosed |
$119K - $495K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.5KClosed |
$44.1K - $183K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.73KClosed |
$24.1K - $100K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Davenport & CO LLC
|
SELL
|
- |
-10.5KClosed |
$44.3K - $184K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.1KClosed |
$42.5K - $176K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-196Closed |
$3.02K - $3.53K
|
0
$0
|
|
Jan 31, 2020
Q4 2019
|
Whittier Trust CO
|
SELL
|
- |
-1.78KClosed |
$27.4K - $32K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.99KClosed |
$34K - $37.9K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2K- 5.78% |
$34.2K - $38.2K
|
32.6K
$653K
|
|
Oct 02, 2019
Q3 2019
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-90Closed |
$1.54K - $1.72K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 12, 2019
Q2 2019
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-10.1KClosed |
$185K - $195K
|
0
$0
|