Latest Institutional Purchases of Tortoise Power & Energy Infrastructure Fund Inc (TPZ)
This list provides information on the latest institutional transactions involving Tortoise Power & Energy Infrastructure Fund Inc (TPZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
726KNew |
$11.4M - $13.3M
|
726K
$14.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
197KNew |
$3.1M - $3.61M
|
197K
$3.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
65.5KNew |
$1.03M - $1.2M
|
65.5K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
59.2KNew |
$932K - $1.09M
|
59.2K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
47.2KNew |
$743K - $868K
|
47.2K
$946K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
38.7KNew |
$608K - $710K
|
38.7K
$774K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
18.5KNew |
$291K - $340K
|
18.5K
$371K
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
16KNew |
$251K - $293K
|
16K
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
11.8KNew |
$186K - $217K
|
11.8K
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.96KNew |
$125K - $146K
|
7.96K
$159K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.89K+ 5.12% |
$29.7K - $34.6K
|
38.7K
$775K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
468+ 1.47% |
$7.37K - $8.6K
|
32.4K
$649K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
438+ 3.37% |
$6.89K - $8.05K
|
13.4K
$269K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
347+ 1.92% |
$5.46K - $6.37K
|
18.4K
$368K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
275+ 1.28% |
$4.33K - $5.05K
|
21.7K
$435K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
65+ 0.18% |
$1.02K - $1.19K
|
36.5K
$731K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
450New |
$6.63K - $7.19K
|
450
$9.01K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
300New |
$4.42K - $4.79K
|
300
$6.01K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
150+ 1.12% |
$2.21K - $2.4K
|
13.5K
$271K
|
|
|
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
16+ 0.01% |
$236 - $256
|
228K
$4.56M
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1KNew |
$13.9K - $15.6K
|
1K
$20K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$1.39K - $1.56K
|
100
$2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4+ 0.03% |
$55.4 - $62.4
|
14.4K
$289K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.2K+ 35.53% |
$131K - $143K
|
39K
$781K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.1KNew |
$129K - $141K
|
10.1K
$202K
|
|
|
Feb 14, 2024
Q4 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
1.47K+ 27.74% |
$18.9K - $20.7K
|
6.79K
$136K
|
|
| 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
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.2KNew |
$14.9K - $16.6K
|
1.2K
$24K
|
|
| Q4 2022 | |||||||
|
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
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
538New |
$6.73K - $7.54K
|
538
$10.8K
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
2KNew |
$24.4K - $29.8K
|
2K
$40.1K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
28KNew |
$372K - $413K
|
28K
$561K
|
|
| Q3 2021 | |||||||
|
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
|
|
| Q4 2020 | |||||||
|
Feb 18, 2021
Q4 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
PUT |
10.1KNew |
$83.5K - $118K
|
10.1K
$203K
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.83KNew |
$124K - $131K
|
6.83K
$137K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
20.4KNew |
$403K - $443K
|
20.4K
$409K
|
|
| Q3 2017 | |||||||
|
Oct 26, 2017
Q3 2017
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1KNew |
$19.7K - $21.3K
|
1K
$20K
|
|