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Get Institutions for : 
Tortoise Power & Energy (TPZ)  
$15.19 0.05 (0.33%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 36    1
Total shares held : 
 2,543,115  
% of shares held : 
 36.59%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 -139,507  
% of shares held change : 
   -2.01%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $13.26  
Last Quarter's Ending Price : 
 $14.01  
Last Quarter's Average Price : 
 $13.50  
Change from last quarter's     
avg. price to the last closing  : 
1.69 (12.52%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 35,908
 1.41%
 
Increased Positions :
10
 259,639
 10.21%
 
Unchanged Positions :
7
 43,510
 1.71%
 
Decreased Positions :
15
-251,174
-9.88%
 
Closed Positions :
3
-183,880
-7.23%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Relative Value Partners Group LLC 31 - 2023-12-31 766,544 $10,743,000 -75,496
   BARD ASSOCIATES INC 23 - 2023-12-31 223,321 $3,130,000 -29,034
   Rockefeller Capital Management L.P. 972 - 2023-12-31 119,525 $1,675,000 -32,667
   Private Advisor Group LLC 1179 - 2023-12-31 62,692 $879,000 -11,924
   KAYNE ANDERSON CAPITAL ADVISORS LP 61 - 2023-12-31 62,051 $870,000 -6,449
   MORGAN STANLEY 5146 - 2023-12-31 33,344 $467,000 -859
   BB&T CORP 2069 - 2023-12-31 29,097 $408,000 -358
   UBS Group AG 4241 - 2023-12-31 23,341 $327,000 -642
   Aristides Capital LLC 126 - 2023-12-31 20,110 $282,000 -2,089
   Advisor Group Holdings Inc. 3734 - 2023-12-31 17,406 $244,000 -16,176
   FINANCIAL NETWORK 2524 - 2023-12-31 14,409 $202,000 -245
   ZIMMER PARTNERS, LP 99 - 2023-12-31 13,599 $191,000 -1,413
   WOLVERINE ASSET MANAGEMENT LLC 666 - 2023-12-31 4,040 $57,000 -52,065
   ROYAL BANK OF CANADA 5335 - 2023-12-31 3,229 $46,000 -18,828
  14 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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