Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
208KNew |
$2.73M - $2.91M
|
208K
$4.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
104K+ 212.89% |
$1.36M - $1.45M
|
153K
$3.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
13.6K+ 8.37% |
$178K - $189K
|
176K
$3.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
12.1K+ 7.3% |
$159K - $169K
|
178K
$3.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.9K+ 14.14% |
$156K - $166K
|
96.2K
$1.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.79K+ 35.47% |
$115K - $123K
|
33.6K
$673K
|
|
|
Nov 14, 2023
Q3 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
5.31KNew |
$69.6K - $74.1K
|
5.31K
$106K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.22K+ 11.19% |
$29.1K - $30.9K
|
22.1K
$442K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.89K+ 7.02% |
$24.7K - $26.3K
|
28.8K
$577K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.6K+ 5.6% |
$20.9K - $22.3K
|
30.2K
$604K
|
|
|
Nov 13, 2023
Q3 2023
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
856+ 0.34% |
$11.2K - $11.9K
|
252K
$5.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
416+ 1.77% |
$5.45K - $5.8K
|
24K
$480K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
397+ 1.1% |
$5.2K - $5.53K
|
36.4K
$729K
|
|
|
Nov 13, 2023
Q3 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
342+ 1.68% |
$4.48K - $4.77K
|
20.7K
$415K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
293+ 1.55% |
$3.84K - $4.08K
|
19.2K
$385K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
240+ 2.33% |
$3.14K - $3.35K
|
10.5K
$211K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
55+ 0.19% |
$721 - $767
|
29.5K
$590K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-216- 1.35% |
$2.83K - $3.01K
|
15.8K
$316K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.15K- 7.25% |
$15K - $16K
|
14.7K
$294K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.8K- 6.7% |
$23.5K - $25.1K
|
25K
$501K
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-2.06K- 3.54% |
$26.9K - $28.7K
|
56.1K
$1.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-4.4K- 6.04% |
$57.6K - $61.3K
|
68.5K
$1.37M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.44K- 17.87% |
$97.5K - $104K
|
34.2K
$685K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.6K- 18.17% |
$217K - $231K
|
74.6K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-47.2K- 5.31% |
$619K - $658K
|
842K
$16.9M
|