Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
68.5K+ 73.21% |
$854K - $905K
|
162K
$3.25M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.2K+ 16.93% |
$152K - $161K
|
84.2K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.6K+ 53.93% |
$69.8K - $73.9K
|
16K
$320K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5K+ 3.4% |
$62.4K - $66.1K
|
152K
$3.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.08K+ 4.68% |
$50.8K - $53.8K
|
91.2K
$1.83M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.64K+ 11.24% |
$45.3K - $48K
|
36K
$721K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.38K+ 20.54% |
$42.1K - $44.6K
|
19.8K
$397K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3.38K+ 21.71% |
$42.1K - $44.6K
|
18.9K
$379K
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.9K+ 3.37% |
$23.6K - $25K
|
58.2K
$1.16M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.64K+ 6.07% |
$20.4K - $21.6K
|
28.6K
$572K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
998+ 2.46% |
$12.4K - $13.2K
|
41.6K
$834K
|
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
352+ 1.76% |
$4.39K - $4.65K
|
20.4K
$408K
|
|
|
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
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
56+ 0.19% |
$698 - $740
|
29.4K
$589K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-60- 0.38% |
$748 - $793
|
15.8K
$316K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-252- 2.39% |
$3.14K - $3.33K
|
10.3K
$206K
|
|
|
Aug 11, 2023
Q2 2023
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-2.91K- 1.14% |
$36.3K - $38.4K
|
251K
$5.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-4.7K- 8.79% |
$58.6K - $62.1K
|
48.8K
$977K
|
|
|
Aug 14, 2023
Q2 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-6.46K- 3.75% |
$80.6K - $85.4K
|
166K
$3.32M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.7K- 28.49% |
$133K - $141K
|
26.8K
$537K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-19.9K- 9.87% |
$249K - $263K
|
182K
$3.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-20K- 2.2% |
$249K - $264K
|
889K
$17.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.1K- 49.25% |
$300K - $318K
|
24.8K
$497K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-25.4K- 51.91% |
$317K - $336K
|
23.6K
$472K
|