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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.83KNew |
$124K - $131K
|
6.83K
$137K
|
|
|
Jul 31, 2019
Q2 2019
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-81Closed |
$1.47K - $1.56K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-1.39KClosed |
$25.2K - $26.6K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-389Closed |
$5.8K - $7.55K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-238Closed |
$4.43K - $4.74K
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-10.8KClosed |
$202K - $216K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-11.4KClosed |
$201K - $241K
|
0
$0
|
|
|
May 08, 2018
Q1 2018
|
Advisor Net Financial, Inc
|
SELL
|
- |
-500Closed |
$8.84K - $10.6K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
20.4KNew |
$403K - $443K
|
20.4K
$409K
|
|
|
Feb 08, 2018
Q4 2017
|
Transform Wealth, LLC
|
SELL
|
- |
-9.75KClosed |
$192K - $211K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Oct 30, 2017
Q3 2017
|
Ifp Advisors, Inc
|
SELL
|
- |
-333Closed |
$6.56K - $7.09K
|
0
$0
|
|
|
Oct 26, 2017
Q3 2017
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1KNew |
$19.7K - $21.3K
|
1K
$20K
|
|