Purchases and Sales Made in Q1 2023 in Tortoise Power & Energy Infrastructure Fund Inc (TPZ)
This table provides information about the institutional ownership of Tortoise Power & Energy Infrastructure Fund Inc (TPZ) during Q1 2023. The information is specifically focused on institutions that hold shares of TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
93.6KNew |
$1.16M - $1.3M
|
93.6K
$1.87M
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
27.1K+ 92.77% |
$335K - $375K
|
56.3K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16.8K+ 167.49% |
$209K - $233K
|
26.9K
$539K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.9KNew |
$196K - $220K
|
15.9K
$318K
|
|
|
May 15, 2023
Q1 2023
|
Zimmer Partners, LP
New York, NY |
BUY
|
- |
15KNew |
$186K - $208K
|
15K
$301K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
10.4KNew |
$128K - $144K
|
10.4K
$208K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.46K+ 10.76% |
$105K - $117K
|
87.1K
$1.74M
|
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
6.86K+ 3.51% |
$84.9K - $95K
|
202K
$4.05M
|
|
|
May 15, 2023
Q1 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
5.84K+ 3.51% |
$72.3K - $80.9K
|
172K
$3.45M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.71K+ 8.6% |
$70.6K - $79.1K
|
72K
$1.44M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
5.68K+ 26.72% |
$70.3K - $78.7K
|
26.9K
$540K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
3.54K+ 7.77% |
$43.8K - $49K
|
49K
$982K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.49K+ 6.51% |
$30.8K - $34.4K
|
40.6K
$814K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.78K+ 1.22% |
$22K - $24.6K
|
147K
$2.95M
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.39K+ 9.82% |
$17.2K - $19.3K
|
15.6K
$312K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.2KNew |
$14.9K - $16.6K
|
1.2K
$24K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1K+ 5.13% |
$12.4K - $13.9K
|
20.5K
$411K
|
|
|
May 15, 2023
Q1 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
452+ 2.31% |
$5.6K - $6.26K
|
20K
$401K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
237+ 2.3% |
$2.93K - $3.28K
|
10.5K
$211K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
79+ 0.48% |
$978 - $1.09K
|
16.5K
$330K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-77- 0.24% |
$953 - $1.07K
|
32.3K
$648K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-669- 1.75% |
$8.28K - $9.27K
|
37.5K
$751K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.2K- 3.92% |
$14.8K - $16.6K
|
29.3K
$588K
|
|
|
May 12, 2023
Q1 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-1.24K- 5.27% |
$15.3K - $17.1K
|
22.2K
$445K
|
|
|
May 12, 2023
Q1 2023
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-4.17K- 1.61% |
$51.6K - $57.7K
|
254K
$5.1M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-13.2K- 1.43% |
$164K - $183K
|
909K
$18.2M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.4K- 34.19% |
$314K - $352K
|
48.9K
$978K
|
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-217K- 80.23% |
$2.69M - $3.01M
|
53.5K
$1.07M
|