Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
726KNew |
$11.4M - $13.3M
|
726K
$14.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
197KNew |
$3.1M - $3.61M
|
197K
$3.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
65.5KNew |
$1.03M - $1.2M
|
65.5K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
59.2KNew |
$932K - $1.09M
|
59.2K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
47.2KNew |
$743K - $868K
|
47.2K
$946K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
38.7KNew |
$608K - $710K
|
38.7K
$774K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
18.5KNew |
$291K - $340K
|
18.5K
$371K
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
16KNew |
$251K - $293K
|
16K
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
11.8KNew |
$186K - $217K
|
11.8K
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.96KNew |
$125K - $146K
|
7.96K
$159K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.89K+ 5.12% |
$29.7K - $34.6K
|
38.7K
$775K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
468+ 1.47% |
$7.37K - $8.6K
|
32.4K
$649K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
438+ 3.37% |
$6.89K - $8.05K
|
13.4K
$269K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
347+ 1.92% |
$5.46K - $6.37K
|
18.4K
$368K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
275+ 1.28% |
$4.33K - $5.05K
|
21.7K
$435K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
65+ 0.18% |
$1.02K - $1.19K
|
36.5K
$731K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-324- 1.96% |
$5.1K - $5.95K
|
16.2K
$325K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-330- 1.7% |
$5.19K - $6.06K
|
19K
$381K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.16K- 7.1% |
$18.3K - $21.3K
|
15.2K
$305K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.5K- 9.45% |
$23.6K - $27.6K
|
14.4K
$288K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.62K- 5.56% |
$25.6K - $29.8K
|
27.6K
$552K
|
|
|
Nov 14, 2024
Q3 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-2.02K- 10.05% |
$31.8K - $37.1K
|
18.1K
$362K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.06K- 88.37% |
$32.4K - $37.8K
|
271
$5.43K
|
|
|
Nov 14, 2024
Q3 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-2.15K- 0.78% |
$33.9K - $39.6K
|
275K
$5.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-6.09K- 88.39% |
$95.9K - $112K
|
800
$16K
|
|
|
Nov 06, 2024
Q3 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-10.3K- 4.83% |
$162K - $189K
|
202K
$4.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-15.3K- 34.31% |
$241K - $281K
|
29.3K
$586K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-20.5K- 17.34% |
$323K - $377K
|
97.9K
$1.96M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-32.1K- 16.28% |
$506K - $590K
|
165K
$3.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-78.9K- 31.99% |
$1.24M - $1.45M
|
168K
$3.36M
|