Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Tortoise Energy Independence Fund, Inc. (NDP)  
$34.07 0.01 (0.03%) as of 4:30 Tue 4/23


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 25    0
Total shares held : 
683,803  
% of shares held : 
36.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -1  
Amount of shares held : 
-90,100  
% of shares held change : 
  -4.87%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$31.54  
Last Quarter's Ending Price : 
$28.66  
Last Quarter's Average Price
$30.15  
Change from last quarter's     
avg. price to the last closing  : 
3.92 (13%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 39,013
 5.71%
 
Increased Positions :
10
 52,854
 7.73%
 
Unchanged Positions :
2
 31
 0%
 
Decreased Positions :
11
-76,711
-11.22%
 
Closed Positions :
2
-105,256
-15.39%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   SABA CAPITAL MANAGEMENT, L.P. 130 - 2023-12-31 133,996 $3,840,000 -22,739
   BROOKLYN CAPITAL MANAGEMENT LLC 33 - 2023-12-31 103,405 $2,964,000 18,140
   THOMAS J. HERZFELD ADVISORS, INC. 32 - 2023-12-31 91,590 $2,625,000 -40,581
   1607 CAPITAL PARTNERS, LLC 110 - 2023-12-31 79,261 $2,272,000 9,277
   Aristides Capital LLC 23 - 2023-12-31 64,191 $1,840,000 -6,103
   WOLVERINE ASSET MANAGEMENT LLC 325 - 2023-12-31 29,662 $850,000 10,025
   Deschutes Portfolio Strategy LLC 84 *New 2023-12-31 26,480 $759,000 26,480
   Allspring Global Investments Holdings LLC 1474 - 2024-03-31 17,995 $607,000 -2,305
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2157 - 2023-12-31 17,167 $492,000 -1,002
   MORGAN STANLEY 5161 - 2023-12-31 15,751 $451,000 1,216
   CAPTRUST FINANCIAL ADVISORS 1865 - 2023-12-31 14,599 $418,000 3,046
   BANK OF AMERICA CORP /DE/ 4597 - 2023-12-31 14,299 $410,000 -750
   Concurrent Investment Advisors LLC 542 - 2023-12-31 14,278 $409,000 0
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 511 *New 2023-12-31 12,533 $359,000 12,533
   Sea Otter Advisors LLC 48 - 2023-12-31 12,181 $349,000 7,081
   CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 101 - 2023-12-31 11,810 $338,000 3,926
   COMMONWEALTH EQUITY SERVICES LLC. 3058 - 2023-12-31 11,077 $317,000 -796
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - 2023-12-31 9,355 $268,000 27
   ZIMMER PARTNERS, LP 98 - 2023-12-31 7,766 $223,000 -738
   Advisor Group Holdings Inc. 4415 - 2023-12-31 3,475 $100,000 -2,865
   ROYAL BANK OF CANADA 5024 - 2023-12-31 3,036 $87,000 -1,057
   UBS Group AG 5554 - 2023-12-31 1,017 $29,000 -41
   WELLS FARGO & CO/MN 4947 - 2023-12-31 741 $21,000 94
   J P MORGAN CHASE & CO 5362 - 2023-12-31 80 $2,000 22
   BENJAMIN F. EDWARDS & COMPANY INC. 1987 - 2023-12-31 31 $1,000 0
   Beaird Harris Wealth Management LLC 496 *New 2023-12-31 40 $1,000 40
   Cornerstone Advisors LLC 299 *Closed 2023-12-31 0 $0 -4,691
   PROEQUITIES INC. 8947 - 2023-12-31 0 $0 0
   SIT INVESTMENT ASSOCIATES INC 555 *Closed 2023-12-31 0 $0 -100,565

  29 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results