IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Kayne Anderson Enrgy TTL RT

Q1 2018 vs Q2 2018

Comparing institutional holders between quarters

Quarters

Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Advisors Asset Management, Inc.
DECREASED
Shares1,630,598 from 1,818,344
Change-187,746 (-10%)
Value$15.4K (-$2.0K)
Filed 2026-08-13
SIT Investment Associates Inc
INCREASED
Shares1,459,619 from 1,111,617
Change+348,002 (+31%)
Value$13.8K (+$4.2K)
Filed 2018-07-19
Morgan Stanley
INCREASED
Shares1,259,639 from 1,205,576
Change+54,063 (+4%)
Value$11.9K (+$1.5K)
Filed 2019-04-23
Guggenheim Capital LLC
DECREASED
Shares813,848 from 917,011
Change-103,163 (-11%)
Value$7.7K (-$195)
Filed 2018-08-14
Camelot Portfolios, LLC
DECREASED
Shares525,878 from 550,700
Change-24,822 (-5%)
Value$5.0K (+$234)
Filed 2018-08-13
Wells Fargo & Company
DECREASED
Shares516,719 from 550,984
Change-34,265 (-6%)
Value$4.9K (+$145)
Filed 2018-08-01
Invesco Ltd.
DECREASED
Shares413,485 from 522,588
Change-109,103 (-21%)
Value$3.9K (-$587)
Filed 2018-08-14
Royal Bank of Canada
INCREASED
Shares359,347 from 199,569
Change+159,778 (+80%)
Value$3.4K (+$1.7K)
Filed 2018-08-14
Cohen & Steers, Inc.
INCREASED
Shares252,523 from 220,807
Change+31,716 (+14%)
Value$2.4K (+$487)
Filed 2018-08-14
Raymond James & Associates
INCREASED
Shares218,591 from 210,246
Change+8,345 (+4%)
Value$2.1K (+$258)
Filed 2018-08-14
UBS Group AG
INCREASED
Shares211,092 from 208,449
Change+2,643 (+1%)
Value$2.0K (+$201)
Filed 2018-08-14
Flagship Harbor Advisors, LLC
DECREASED
Shares159,607 from 193,037
Change-33,430 (-17%)
Value$1.5K (-$140)
Filed 2018-08-14
LPL Financial LLC
INCREASED
Shares158,673 from 149,482
Change+9,191 (+6%)
Value$1.5K (+$213)
Filed 2018-08-14
Commonwealth Equity Services, LLC
DECREASED
Shares109,903 from 111,348
Change-1,445 (-1%)
Value$1.0K (+$82)
Filed 2018-07-31
Kayne Anderson Capital Advisors LP
UNCHANGED
Shares98,580 from 98,580
Change0 (0%)
Value$931 (+$84)
Filed 2018-08-08
Ladenburg Thalmann Financial Services Inc
UNCHANGED
Shares74,622 from 74,622
Change0 (0%)
Value$642 ($0)
Filed 2018-08-15
Nine Masts Capital Ltd
NEW
Shares67,300
Change+67,300
Value$636
Filed 2018-08-13
Raymond James Financial Services Advisors, Inc.
INCREASED
Shares36,000 from 31,105
Change+4,895 (+16%)
Value$340 (+$72)
Filed 2018-07-30
Advisor Group, Inc.
INCREASED
Shares34,885 from 32,235
Change+2,650 (+8%)
Value$330 (+$52)
Filed 2018-08-13
Wolverine Asset Management LLC
NEW
Shares34,584
Change+34,584
Value$326
Filed 2018-08-14
HighTower Advisors, LLC
DECREASED
Shares30,628 from 30,892
Change-264 (-1%)
Value$291 (+$25)
Filed 2018-08-14
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares30,527 from 30,882
Change-355 (-1%)
Value$288 (+$22)
Filed 2018-08-10
Kayne Anderson Rudnick Investment Management LLC
INCREASED
Shares28,188 from 27,506
Change+682 (+2%)
Value$266 (+$29)
Filed 2018-08-13
Bank of America Corp
DECREASED
Shares27,230 from 48,043
Change-20,813 (-43%)
Value$257 (-$156)
Filed 2018-08-14
Quad-Cities Investment Group, LLC
INCREASED
Shares26,169 from 24,166
Change+2,003 (+8%)
Value$247 (+$39)
Filed 2018-08-07
IFP Advisors, Inc
INCREASED
Shares24,636 from 22,998
Change+1,638 (+7%)
Value$233 (+$2)
Filed 2019-06-03
Oppenheimer & Co Inc
DECREASED
Shares24,558 from 27,760
Change-3,202 (-12%)
Value$232 (-$7)
Filed 2018-08-10
Coastal Bridge Advisors, LLC
UNCHANGED
Shares22,034 from 22,034
Change0 (0%)
Value$208 (+$19)
Filed 2018-08-03
Stifel Financial Corp
INCREASED
Shares21,906 from 19,298
Change+2,608 (+14%)
Value$206 (+$43)
Filed 2018-08-14
Steward Partners Investment Advisory, LLC
INCREASED
Shares18,850 from 14,242
Change+4,608 (+32%)
Value$178 (+$56)
Filed 2018-07-20
Millennium Management LLC
DECREASED
Shares15,932 from 87,404
Change-71,472 (-82%)
Value$151 (-$601)
Filed 2018-08-14
Janney Montgomery Scott LLC
DECREASED
Shares14,069 from 19,939
Change-5,870 (-29%)
Value$133 (-$38)
Filed 2018-07-24
First Republic Investment Management, Inc.
UNCHANGED
Shares14,000 from 14,000
Change0 (0%)
Value$132 (+$12)
Filed 2018-08-14
First Allied Advisory Services, Inc.
UNCHANGED
Shares13,323 from 13,323
Change0 (0%)
Value$126 (+$10)
Filed 2018-08-08
Nuveen Fund Advisors, LLC
DECREASED
Shares12,211 from 17,416
Change-5,205 (-30%)
Value$115 (-$35)
Filed 2018-08-14
Susquehanna International Group, LLP
NEW
Shares10,691
Change+10,691
Value$101
Filed 2018-08-14
Pointe Capital Management LLC
UNCHANGED
Shares10,337 from 10,337
Change0 (0%)
Value$98 (+$9)
Filed 2018-08-10
Financial Advocates Investment Management
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$94 (+$8)
Filed 2018-08-09
Thomas J. Herzfeld Advisors, Inc.
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$85 (+$8)
Filed 2018-08-14
Envestnet Asset Management Inc
DECREASED
Shares4,305 from 7,067
Change-2,762 (-39%)
Value$41 (-$22)
Filed 2018-08-10
Regions Financial Corp
UNCHANGED
Shares4,301 from 4,301
Change0 (0%)
Value$41 (+$4)
Filed 2018-07-26
Mosaic Family Wealth, LLC
DECREASED
Shares3,982 from 6,040
Change-2,058 (-34%)
Value$38 (-$14)
Filed 2018-08-10
US Bancorp \de\
DECREASED
Shares3,004 from 15,935
Change-12,931 (-81%)
Value$28 (-$109)
Filed 2018-08-08
PNC Financial Services Group, Inc.
DECREASED
Shares1,984 from 4,817
Change-2,833 (-59%)
Value$18 (-$24)
Filed 2018-08-10
SEI Investments Co
UNCHANGED
Shares1,794 from 1,794
Change0 (0%)
Value$17 (+$2)
Filed 2018-08-03
Citigroup Inc
INCREASED
Shares1,737 from 1,688
Change+49 (+3%)
Value$16 (+$1)
Filed 2018-08-10
Kiley Juergens Wealth Management, LLC
NEW
Shares1,000
Change+1,000
Value$9
Filed 2018-07-23
Bronfman E.L. Rothschild, L.P.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$9 ($0)
Filed 2018-08-08
Northwestern Mutual Wealth Management Co
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$7 (+$1)
Filed 2018-08-10
Centaurus Financial, Inc.
NEW
Shares539
Change+539
Value$5
Filed 2018-08-15
Gierl Augustine Investment Management Inc
INCREASED
Shares340 from 331
Change+9 (+3%)
Value$3 ($0)
Filed 2018-07-11
Bridgeworth, LLC
NEW
Shares211
Change+211
Value$1
Filed 2018-08-15
Oakworth Capital, Inc.
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$1 ($0)
Filed 2018-08-07
Sound Income Strategies, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1 ($0)
Filed 2018-08-14
Lee Financial Co
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$0 ($0)
Filed 2018-08-14
Level Four Advisory Services, LLC
CLOSED
Shares0 from 20,000
Change-20,000 (-100%)
Value$0 (-$172)
Filed 2018-08-14
Integrated Investment Consultants, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$9)
Filed 2018-08-09
Valeo Financial Advisors, LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$3)
Filed 2018-08-14
Stratos Wealth Partners, Ltd.
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$2)
Filed 2018-08-13
Financial Gravity Wealth, Inc.
CLOSED
Shares0 from 206
Change-206 (-100%)
Value$0 (-$2)
Filed 2018-08-14
Financial Gravity Companies, Inc.
N/A
Shares— from 206
Change-206 (-100%)
Value—
Status
Advisors Asset Management, Inc.
DECREASED1,630,5981,818,344-187,746-10%$17.5K$15.4K-$2.0K2026-08-13
SIT Investment Associates Inc
INCREASED1,459,6191,111,617+348,002+31%$9.6K$13.8K+$4.2K2018-07-19
Morgan Stanley
INCREASED1,259,6391,205,576+54,063+4%$10.4K$11.9K+$1.5K2019-04-23
Guggenheim Capital LLC
DECREASED813,848917,011-103,163-11%$7.9K$7.7K-$1952018-08-14
Camelot Portfolios, LLC
DECREASED525,878550,700-24,822-5%$4.7K$5.0K+$2342018-08-13
Wells Fargo & Company
DECREASED516,719550,984-34,265-6%$4.7K$4.9K+$1452018-08-01
Invesco Ltd.
DECREASED413,485522,588-109,103-21%$4.5K$3.9K-$5872018-08-14
Royal Bank of Canada
INCREASED359,347199,569+159,778+80%$1.7K$3.4K+$1.7K2018-08-14
Cohen & Steers, Inc.
INCREASED252,523220,807+31,716+14%$1.9K$2.4K+$4872018-08-14
Raymond James & Associates
INCREASED218,591210,246+8,345+4%$1.8K$2.1K+$2582018-08-14
UBS Group AG
INCREASED211,092208,449+2,643+1%$1.8K$2.0K+$2012018-08-14
Flagship Harbor Advisors, LLC
DECREASED159,607193,037-33,430-17%$1.6K$1.5K-$1402018-08-14
LPL Financial LLC
INCREASED158,673149,482+9,191+6%$1.3K$1.5K+$2132018-08-14
Commonwealth Equity Services, LLC
DECREASED109,903111,348-1,445-1%$957$1.0K+$822018-07-31
Kayne Anderson Capital Advisors LP
UNCHANGED98,58098,58000%$847$931+$842018-08-08
Ladenburg Thalmann Financial Services Inc
UNCHANGED74,62274,62200%$642$642$02018-08-15
Nine Masts Capital Ltd
NEW67,300—+67,300——$636—2018-08-13
Raymond James Financial Services Advisors, Inc.
INCREASED36,00031,105+4,895+16%$268$340+$722018-07-30
Advisor Group, Inc.
INCREASED34,88532,235+2,650+8%$278$330+$522018-08-13
Wolverine Asset Management LLC
NEW34,584—+34,584——$326—2018-08-14
HighTower Advisors, LLC
DECREASED30,62830,892-264-1%$266$291+$252018-08-14
Cambridge Investment Research Advisors, Inc.
DECREASED30,52730,882-355-1%$266$288+$222018-08-10
Kayne Anderson Rudnick Investment Management LLC
INCREASED28,18827,506+682+2%$237$266+$292018-08-13
Bank of America Corp
DECREASED27,23048,043-20,813-43%$413$257-$1562018-08-14
Quad-Cities Investment Group, LLC
INCREASED26,16924,166+2,003+8%$208$247+$392018-08-07
IFP Advisors, Inc
INCREASED24,63622,998+1,638+7%$231$233+$22019-06-03
Oppenheimer & Co Inc
DECREASED24,55827,760-3,202-12%$239$232-$72018-08-10
Coastal Bridge Advisors, LLC
UNCHANGED22,03422,03400%$189$208+$192018-08-03
Stifel Financial Corp
INCREASED21,90619,298+2,608+14%$163$206+$432018-08-14
Steward Partners Investment Advisory, LLC
INCREASED18,85014,242+4,608+32%$122$178+$562018-07-20
Millennium Management LLC
DECREASED15,93287,404-71,472-82%$752$151-$6012018-08-14
Janney Montgomery Scott LLC
DECREASED14,06919,939-5,870-29%$171$133-$382018-07-24
First Republic Investment Management, Inc.
UNCHANGED14,00014,00000%$120$132+$122018-08-14
First Allied Advisory Services, Inc.
UNCHANGED13,32313,32300%$116$126+$102018-08-08
Nuveen Fund Advisors, LLC
DECREASED12,21117,416-5,205-30%$150$115-$352018-08-14
Susquehanna International Group, LLP
NEW10,691—+10,691——$101—2018-08-14
Pointe Capital Management LLC
UNCHANGED10,33710,33700%$89$98+$92018-08-10
Financial Advocates Investment Management
UNCHANGED10,00010,00000%$86$94+$82018-08-09
Thomas J. Herzfeld Advisors, Inc.
UNCHANGED9,0009,00000%$77$85+$82018-08-14
Envestnet Asset Management Inc
DECREASED4,3057,067-2,762-39%$63$41-$222018-08-10
Regions Financial Corp
UNCHANGED4,3014,30100%$37$41+$42018-07-26
Mosaic Family Wealth, LLC
DECREASED3,9826,040-2,058-34%$52$38-$142018-08-10
US Bancorp \de\
DECREASED3,00415,935-12,931-81%$137$28-$1092018-08-08
PNC Financial Services Group, Inc.
DECREASED1,9844,817-2,833-59%$42$18-$242018-08-10
SEI Investments Co
UNCHANGED1,7941,79400%$15$17+$22018-08-03
Citigroup Inc
INCREASED1,7371,688+49+3%$15$16+$12018-08-10
Kiley Juergens Wealth Management, LLC
NEW1,000—+1,000——$9—2018-07-23
Bronfman E.L. Rothschild, L.P.
UNCHANGED1,0001,00000%$9$9$02018-08-08
Northwestern Mutual Wealth Management Co
UNCHANGED72572500%$6$7+$12018-08-10
Centaurus Financial, Inc.
NEW539—+539——$5—2018-08-15
Gierl Augustine Investment Management Inc
INCREASED340331+9+3%$3$3$02018-07-11
Bridgeworth, LLC
NEW211—+211——$1—2018-08-15
Oakworth Capital, Inc.
UNCHANGED15715700%$1$1$02018-08-07
Sound Income Strategies, LLC
UNCHANGED10010000%$1$1$02018-08-14
Lee Financial Co
UNCHANGED454500%$0$0$02018-08-14
Level Four Advisory Services, LLC
CLOSED020,000-20,000-100%$172$0-$1722018-08-14
Integrated Investment Consultants, LLC
CLOSED01,000-1,000-100%$9$0-$92018-08-09
Valeo Financial Advisors, LLC
CLOSED0300-300-100%$3$0-$32018-08-14
Stratos Wealth Partners, Ltd.
CLOSED0250-250-100%$2$0-$22018-08-13
Financial Gravity Wealth, Inc.
CLOSED0206-206-100%$2$0-$22018-08-14
Financial Gravity Companies, Inc.
N/A—206-206-100%$2———
Showing 61 of 61 institutions