Institutional Ownership Tortoise Power & Energy Infrastructure Fund Inc (TPZ)
This table provides information about the institutional ownership of Tortoise Power & Energy Infrastructure Fund Inc (TPZ). We have compiled data on the 38 institutions that hold shares in the stock, with a total of 2.68 Million shares, which have been reported (via 13F filing form) to have a value of $53.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
15,204
shares
|
$304,536
0.0% of portfolio
|
Q3 2024
Reduced 7.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
14,380
shares
|
$288,031
0.0% of portfolio
|
Q3 2024
Reduced 9.45%
|
|
|
Zimmer Partners, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
13,599
shares
|
$272,387
0.0% of portfolio
|
Q4 2023
Reduced 9.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
13,432
shares
|
$269,042
0.0% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
11,815
shares
|
$236,654
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
11,322
shares
|
$226,779
0.01% of portfolio
|
Q3 2022
Reduced 38.21%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
7,963
shares
|
$159,498
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,000
shares
|
$80,120
0.0% of portfolio
|
Q3 2021
Added 400.0%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,000
shares
|
$40,060
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
920
shares
|
$18,427
0.0% of portfolio
|
Q1 2022
Reduced 66.79%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
800
shares
|
$16,024
0.0% of portfolio
|
Q3 2024
Reduced 88.39%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
271
shares
|
$5,428
0.0% of portfolio
|
Q3 2024
Reduced 88.37%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|