Purchases and Sales Made in Q1 2024 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 2024. 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 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.9K+ 39.22% |
$678K - $763K
|
174K
$3.48M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
41.4KNew |
$574K - $646K
|
41.4K
$829K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.9KNew |
$235K - $264K
|
16.9K
$339K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.7K+ 242.86% |
$23.6K - $26.5K
|
2.4K
$48.1K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.14K+ 3.58% |
$15.8K - $17.8K
|
33.1K
$663K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.08K+ 5.49% |
$15K - $16.8K
|
20.7K
$415K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1KNew |
$13.9K - $15.6K
|
1K
$20K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
967+ 7.8% |
$13.4K - $15.1K
|
13.4K
$268K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
685+ 5.38% |
$9.49K - $10.7K
|
13.4K
$269K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
658+ 4.17% |
$9.12K - $10.3K
|
16.5K
$330K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
608+ 2.01% |
$8.43K - $9.48K
|
30.9K
$618K
|
|
|
May 13, 2024
Q1 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
406+ 0.18% |
$5.63K - $6.33K
|
228K
$4.57M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
261+ 0.66% |
$3.62K - $4.07K
|
39.8K
$798K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
104+ 0.17% |
$1.44K - $1.62K
|
62.8K
$1.26M
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$1.39K - $1.56K
|
100
$2K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
36+ 0.12% |
$499 - $561
|
29.1K
$584K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4+ 0.03% |
$55.4 - $62.4
|
14.4K
$289K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-262- 0.79% |
$3.63K - $4.08K
|
33.1K
$663K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-262- 0.79% |
$3.63K - $4.08K
|
33.1K
$663K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-526- 3.02% |
$7.29K - $8.2K
|
16.9K
$338K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.83K- 56.64% |
$25.3K - $28.5K
|
1.4K
$28K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.6K- 65.0% |
$36K - $40.5K
|
1.4K
$28K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.56K- 15.24% |
$49.3K - $55.5K
|
19.8K
$396K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-4.16K- 0.54% |
$57.7K - $64.9K
|
762K
$15.3M
|
|
|
May 13, 2024
Q1 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-7.75K- 3.47% |
$107K - $121K
|
216K
$4.32M
|
|
|
May 15, 2024
Q1 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-18.5K- 7.53% |
$257K - $289K
|
228K
$4.56M
|
|
|
May 10, 2024
Q1 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-46.4K- 15.31% |
$644K - $724K
|
257K
$5.15M
|