Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
128K+ 72.74% |
$1.64M - $1.79M
|
303K
$6.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
68.4K+ 38.44% |
$878K - $959K
|
246K
$4.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.6K+ 29.76% |
$367K - $401K
|
125K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
19.5K+ 9.34% |
$250K - $273K
|
228K
$4.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.7KNew |
$163K - $179K
|
12.7K
$255K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.4KNew |
$159K - $174K
|
12.4K
$248K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.2K+ 35.53% |
$131K - $143K
|
39K
$781K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.1KNew |
$129K - $141K
|
10.1K
$202K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.18K+ 8.75% |
$40.9K - $44.7K
|
39.6K
$792K
|
|
|
Feb 14, 2024
Q4 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
1.47K+ 27.74% |
$18.9K - $20.7K
|
6.79K
$136K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.4K+ 4.4% |
$18K - $19.7K
|
33.3K
$668K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
700New |
$8.99K - $9.82K
|
700
$14K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
414+ 2.15% |
$5.32K - $5.81K
|
19.6K
$393K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
78+ 0.26% |
$1K - $1.09K
|
30.3K
$606K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
38+ 0.24% |
$488 - $533
|
15.8K
$316K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-245- 1.67% |
$3.15K - $3.44K
|
14.4K
$289K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-358- 1.22% |
$4.6K - $5.02K
|
29.1K
$583K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-642- 2.68% |
$8.24K - $9.01K
|
23.3K
$468K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-859- 2.51% |
$11K - $12.1K
|
33.3K
$668K
|
|
|
Feb 14, 2024
Q4 2023
|
Zimmer Partners, LP
New York, NY |
SELL
|
- |
-1.41K- 9.41% |
$18.1K - $19.8K
|
13.6K
$272K
|
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-2.09K- 9.41% |
$26.8K - $29.3K
|
20.1K
$403K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.93K- 14.29% |
$37.6K - $41.1K
|
17.6K
$352K
|
|
|
Feb 06, 2024
Q4 2023
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-6.45K- 9.41% |
$82.8K - $90.5K
|
62.1K
$1.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.9K- 15.98% |
$153K - $167K
|
62.7K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.2K- 48.17% |
$208K - $227K
|
17.4K
$349K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.8K- 85.36% |
$242K - $264K
|
3.23K
$64.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-29K- 11.51% |
$373K - $407K
|
223K
$4.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-32.7K- 21.46% |
$419K - $458K
|
120K
$2.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-52.1K- 92.8% |
$669K - $730K
|
4.04K
$80.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-75.5K- 8.97% |
$969K - $1.06M
|
767K
$15.4M
|