Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.7K+ 13.63% |
$349K - $378K
|
197K
$3.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
20.6K+ 8.01% |
$303K - $329K
|
278K
$5.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
18.4K+ 8.04% |
$271K - $293K
|
247K
$4.94M
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
6.89KNew |
$102K - $110K
|
6.89K
$138K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.59K+ 18.1% |
$82.3K - $89.3K
|
36.4K
$730K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.17K+ 7.65% |
$46.7K - $50.6K
|
44.6K
$893K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.6K+ 185.71% |
$38.3K - $41.5K
|
4K
$80.1K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.58K+ 9.61% |
$23.3K - $25.3K
|
18K
$361K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
705+ 3.4% |
$10.4K - $11.3K
|
21.4K
$429K
|
|
|
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 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
68+ 0.23% |
$1K - $1.09K
|
29.2K
$585K
|
|
|
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
16+ 0.01% |
$236 - $256
|
228K
$4.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-70- 2.92% |
$1.03K - $1.12K
|
2.33K
$46.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-419- 3.12% |
$6.18K - $6.7K
|
13K
$260K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-426- 2.15% |
$6.28K - $6.81K
|
19.4K
$388K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-580- 3.42% |
$8.55K - $9.27K
|
16.4K
$328K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-996- 3.98% |
$14.7K - $15.9K
|
24K
$481K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1K- 5.92% |
$14.7K - $16K
|
15.9K
$318K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1K- 5.69% |
$14.7K - $16K
|
16.6K
$332K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.14K- 3.45% |
$16.8K - $18.2K
|
31.9K
$640K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.14K- 3.45% |
$16.8K - $18.2K
|
31.9K
$640K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.15K- 0.96% |
$17K - $18.4K
|
118K
$2.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.02K- 7.57% |
$44.5K - $48.2K
|
36.8K
$737K
|
|
|
Aug 12, 2024
Q2 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-3.25K- 1.51% |
$48K - $52K
|
212K
$4.25M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-26.3K- 41.88% |
$388K - $420K
|
36.5K
$731K
|