Tortoise MLP FD Inc

Q2 2018 vs Q2 2019

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

Sort by

Private Capital Group, LLC

UNCHANGED

Shares5,851 from 5,851

Change0 (0%)

Value$2 ($0)

Filed 2019-08-15

Bank of Montreal

CLOSED

Shares0 from 2,980,542

Change-2,980,542 (-100%)

Value$0 (-$1.1K)

Filed 2019-08-09

UBS Group AG

CLOSED

Shares0 from 2,301,771

Change-2,301,771 (-100%)

Value$0 (-$859)

Filed 2019-08-14

Morgan Stanley

CLOSED

Shares0 from 1,592,311

Change-1,592,311 (-100%)

Value$0 (-$593)

Filed 2019-08-14

Wells Fargo & Company

CLOSED

Shares0 from 695,941

Change-695,941 (-100%)

Value$0 (-$259)

Filed 2019-08-06

Oxbow Advisors, LLC

CLOSED

Shares0 from 656,141

Change-656,141 (-100%)

Value$0 (-$244)

Filed 2019-08-07

Allen Investment Management, LLC

CLOSED

Shares0 from 502,653

Change-502,653 (-100%)

Value$0 (-$187)

Filed 2019-08-12

Advisors Asset Management, Inc.

CLOSED

Shares0 from 462,104

Change-462,104 (-100%)

Value$0 (-$172)

Filed 2026-08-18

Weiss Asset Management LP

CLOSED

Shares0 from 398,752

Change-398,752 (-100%)

Value$0 (-$149)

Filed 2019-08-14

Mariner, LLC

CLOSED

Shares0 from 388,113

Change-388,113 (-100%)

Value$0 (-$145)

Filed 2019-08-14

Bank of America Corp

CLOSED

Shares0 from 333,428

Change-333,428 (-100%)

Value$0 (-$124)

Filed 2019-08-14

Fiduciary Trust Co

CLOSED

Shares0 from 311,439

Change-311,439 (-100%)

Value$0 (-$116)

Filed 2019-08-14

Raymond James & Associates

CLOSED

Shares0 from 284,067

Change-284,067 (-100%)

Value$0 (-$106)

Filed 2019-08-06

Guggenheim Capital LLC

CLOSED

Shares0 from 257,258

Change-257,258 (-100%)

Value$0 (-$94)

Filed 2019-08-14

Lee Financial Co

CLOSED

Shares0 from 170,959

Change-170,959 (-100%)

Value$0 (-$64)

Filed 2019-07-30

Yakira Capital Management, Inc.

CLOSED

Shares0 from 166,185

Change-166,185 (-100%)

Value$0 (-$62)

Filed 2019-08-09

First Republic Investment Management, Inc.

CLOSED

Shares0 from 155,929

Change-155,929 (-100%)

Value$0 (-$58)

Filed 2019-08-07

Rivernorth Capital Management, LLC

CLOSED

Shares0 from 139,163

Change-139,163 (-100%)

Value$0 (-$52)

Filed 2019-08-14

Cohen & Steers, Inc.

CLOSED

Shares0 from 131,230

Change-131,230 (-100%)

Value$0 (-$49)

Filed 2019-08-14

Goldman Sachs Group Inc

CLOSED

Shares0 from 107,210

Change-107,210 (-100%)

Value$0 (-$40)

Filed 2019-08-14

Blair William & Co

CLOSED

Shares0 from 101,682

Change-101,682 (-100%)

Value$0 (-$38)

Filed 2019-08-13

Nine Masts Capital Ltd

CLOSED

Shares0 from 90,603

Change-90,603 (-100%)

Value$0 ($0)

Filed 2019-08-08

Citadel Advisors LLC

CLOSED

Shares0 from 86,317

Change-86,317 (-100%)

Value$0 (-$32)

Filed 2020-02-14

Royal Bank of Canada

CLOSED

Shares0 from 79,159

Change-79,159 (-100%)

Value$0 (-$30)

Filed 2019-08-14

Sterling Capital Management LLC

CLOSED

Shares0 from 78,389

Change-78,389 (-100%)

Value$0 (-$29)

Filed 2019-08-14

Arcus Capital Partners, LLC

CLOSED

Shares0 from 72,638

Change-72,638 (-100%)

Value$0 (-$27)

Filed 2019-07-19

Bard Associates Inc

CLOSED

Shares0 from 68,196

Change-68,196 (-100%)

Value$0 (-$25)

Filed 2019-08-13

Oppenheimer & Co Inc

CLOSED

Shares0 from 68,144

Change-68,144 (-100%)

Value$0 (-$26)

Filed 2019-08-09

Raymond James Financial Services Advisors, Inc.

CLOSED

Shares0 from 64,696

Change-64,696 (-100%)

Value$0 (-$24)

Filed 2019-08-06

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 64,320

Change-64,320 (-100%)

Value$0 (-$24)

Filed 2019-07-19

Wolverine Asset Management LLC

CLOSED

Shares0 from 59,458

Change-59,458 (-100%)

Value$0 (-$22)

Filed 2019-08-14

Financial Advocates Investment Management

CLOSED

Shares0 from 55,706

Change-55,706 (-100%)

Value$0 (-$18)

Filed 2019-08-08

Susquehanna International Group, LLP

CLOSED

Shares0 from 53,732

Change-53,732 (-100%)

Value$0 (-$20)

Filed 2019-11-14

Davenport & Co LLC

CLOSED

Shares0 from 51,970

Change-51,970 (-100%)

Value$0 (-$19)

Filed 2019-07-10

BRC Group Holdings, Inc.

CLOSED

Shares0 from 51,900

Change-51,900 (-100%)

Value$0 (-$19)

Filed 2019-08-12

Pegasus Partners Ltd.

CLOSED

Shares0 from 50,004

Change-50,004 (-100%)

Value$0 (-$19)

Filed 2019-07-30

Linscomb Wealth, Inc.

CLOSED

Shares0 from 44,544

Change-44,544 (-100%)

Value$0 (-$17)

Filed 2019-08-06

D.A. Davidson & Co.

CLOSED

Shares0 from 25,071

Change-25,071 (-100%)

Value$0 (-$9)

Filed 2019-08-13

CIBC World Market Inc.

CLOSED

Shares0 from 23,700

Change-23,700 (-100%)

Value$0 (-$9)

Filed 2019-08-08

Allen Capital Group, LLC

CLOSED

Shares0 from 21,414

Change-21,414 (-100%)

Value$0 (-$8)

Filed 2019-07-22

Ingalls & Snyder LLC

CLOSED

Shares0 from 20,004

Change-20,004 (-100%)

Value$0 (-$7)

Filed 2019-07-11

Cetera Advisors LLC

CLOSED

Shares0 from 19,912

Change-19,912 (-100%)

Value$0 (-$4)

Filed 2019-08-12

Janney Montgomery Scott LLC

CLOSED

Shares0 from 19,271

Change-19,271 (-100%)

Value$0 (-$7)

Filed 2019-07-29

Stifel Financial Corp

CLOSED

Shares0 from 17,394

Change-17,394 (-100%)

Value$0 (-$5)

Filed 2019-08-14

Laurion Capital Management LP

CLOSED

Shares0 from 13,701

Change-13,701 (-100%)

Value$0 (-$5)

Filed 2019-08-13

Sigma Planning Corp

CLOSED

Shares0 from 13,011

Change-13,011 (-100%)

Value$0 (-$5)

Filed 2019-08-01

Creative Planning

CLOSED

Shares0 from 11,740

Change-11,740 (-100%)

Value$0 (-$4)

Filed 2019-07-26

US Bancorp \de\

CLOSED

Shares0 from 11,662

Change-11,662 (-100%)

Value$0 (-$4)

Filed 2019-08-13

Cadence Bank NA

CLOSED

Shares0 from 11,516

Change-11,516 (-100%)

Value$0 (-$4)

Filed 2019-08-06

Virtu Financial LLC

CLOSED

Shares0 from 10,871

Change-10,871 (-100%)

Value$0 (-$4)

Filed 2019-08-13

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 10,100

Change-10,100 (-100%)

Value$0 (-$4)

Filed 2019-08-09

Telemus Capital, LLC

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$4)

Filed 2019-08-09

Advisor Group, Inc.

CLOSED

Shares0 from 7,531

Change-7,531 (-100%)

Value$0 (-$3)

Filed 2019-07-31

Steward Partners Investment Advisory, LLC

CLOSED

Shares0 from 7,023

Change-7,023 (-100%)

Value$0 (-$3)

Filed 2019-07-25

Squar Milner Financial Services LLC

CLOSED

Shares0 from 3,228

Change-3,228 (-100%)

Value$0 (-$1)

Filed 2019-07-25

Fifth Third Bancorp

CLOSED

Shares0 from 2,377

Change-2,377 (-100%)

Value$0 (-$1)

Filed 2019-08-07

TCI Wealth Advisors, Inc.

CLOSED

Shares0 from 1,523

Change-1,523 (-100%)

Value$0 (-$1)

Filed 2019-07-23

Providence Capital Advisors, LLC

CLOSED

Shares0 from 1,302

Change-1,302 (-100%)

Value$0 ($0)

Filed 2019-08-13

Family Legacy, Inc.

CLOSED

Shares0 from 1,002

Change-1,002 (-100%)

Value$0 ($0)

Filed 2019-07-25

Parallel Advisors, LLC

CLOSED

Shares0 from 852

Change-852 (-100%)

Value$0 ($0)

Filed 2019-08-05

Flagship Harbor Advisors, LLC

CLOSED

Shares0 from 642

Change-642 (-100%)

Value$0 ($0)

Filed 2019-07-22

Gradient Investments LLC

CLOSED

Shares0 from 615

Change-615 (-100%)

Value$0 ($0)

Filed 2019-07-16

Chicago Partners Investment Group LLC

CLOSED

Shares0 from 380

Change-380 (-100%)

Value$0 ($0)

Filed 2019-07-24

Parkside Financial Bank & Trust

CLOSED

Shares0 from 360

Change-360 (-100%)

Value$0 (-$23)

Filed 2019-08-06

Cornerstone Wealth Management, LLC

CLOSED

Shares0 from 349

Change-349 (-100%)

Value$0 (-$1.1K)

Filed 2019-08-02

Marino, Stram & Associates LLC

CLOSED

Shares0 from 279

Change-279 (-100%)

Value$0 ($0)

Filed 2019-07-19

Burt Wealth Advisors

CLOSED

Shares0 from 257

Change-257 (-100%)

Value$0 ($0)

Filed 2019-08-05

OneDigital Investment Advisors LLC

CLOSED

Shares0 from 195

Change-195 (-100%)

Value$0 ($0)

Filed 2019-08-12

Manufacturers Life Insurance Company, the

CLOSED

Shares0 from 186

Change-186 (-100%)

Value$0 ($0)

Filed 2019-08-14

Allworth Financial LP

CLOSED

Shares0 from 40

Change-40 (-100%)

Value$0 (-$3)

Filed 2019-07-25

Northern Capital Management Llc\wi\

N/A

Shares— from 134,027

Change-134,027 (-100%)

Value—

Horizon Kinetics LLC

N/A

Shares— from 108,391

Change-108,391 (-100%)

Value—

Dynasty Wealth Management, LLC

N/A

Shares— from 10,326

Change-10,326 (-100%)

Value—

Edge Advisors, LLC

N/A

Shares— from 416

Change-416 (-100%)

Value—

	Status
Private Capital Group, LLC	UNCHANGED	5,851	5,851	0	0%	$2	$2	$0	2019-08-15
Bank of Montreal	CLOSED	0	2,980,542	-2,980,542	-100%	$1.1K	$0	-$1.1K	2019-08-09
UBS Group AG	CLOSED	0	2,301,771	-2,301,771	-100%	$859	$0	-$859	2019-08-14
Morgan Stanley	CLOSED	0	1,592,311	-1,592,311	-100%	$593	$0	-$593	2019-08-14
Wells Fargo & Company	CLOSED	0	695,941	-695,941	-100%	$259	$0	-$259	2019-08-06
Oxbow Advisors, LLC	CLOSED	0	656,141	-656,141	-100%	$244	$0	-$244	2019-08-07
Allen Investment Management, LLC	CLOSED	0	502,653	-502,653	-100%	$187	$0	-$187	2019-08-12
Advisors Asset Management, Inc.	CLOSED	0	462,104	-462,104	-100%	$172	$0	-$172	2026-08-18
Weiss Asset Management LP	CLOSED	0	398,752	-398,752	-100%	$149	$0	-$149	2019-08-14
Mariner, LLC	CLOSED	0	388,113	-388,113	-100%	$145	$0	-$145	2019-08-14
Bank of America Corp	CLOSED	0	333,428	-333,428	-100%	$124	$0	-$124	2019-08-14
Fiduciary Trust Co	CLOSED	0	311,439	-311,439	-100%	$116	$0	-$116	2019-08-14
Raymond James & Associates	CLOSED	0	284,067	-284,067	-100%	$106	$0	-$106	2019-08-06
Guggenheim Capital LLC	CLOSED	0	257,258	-257,258	-100%	$94	$0	-$94	2019-08-14
Lee Financial Co	CLOSED	0	170,959	-170,959	-100%	$64	$0	-$64	2019-07-30
Yakira Capital Management, Inc.	CLOSED	0	166,185	-166,185	-100%	$62	$0	-$62	2019-08-09
First Republic Investment Management, Inc.	CLOSED	0	155,929	-155,929	-100%	$58	$0	-$58	2019-08-07
Rivernorth Capital Management, LLC	CLOSED	0	139,163	-139,163	-100%	$52	$0	-$52	2019-08-14
Cohen & Steers, Inc.	CLOSED	0	131,230	-131,230	-100%	$49	$0	-$49	2019-08-14
Goldman Sachs Group Inc	CLOSED	0	107,210	-107,210	-100%	$40	$0	-$40	2019-08-14
Blair William & Co	CLOSED	0	101,682	-101,682	-100%	$38	$0	-$38	2019-08-13
Nine Masts Capital Ltd	CLOSED	0	90,603	-90,603	-100%	$0	$0	$0	2019-08-08
Citadel Advisors LLC	CLOSED	0	86,317	-86,317	-100%	$32	$0	-$32	2020-02-14
Royal Bank of Canada	CLOSED	0	79,159	-79,159	-100%	$30	$0	-$30	2019-08-14
Sterling Capital Management LLC	CLOSED	0	78,389	-78,389	-100%	$29	$0	-$29	2019-08-14
Arcus Capital Partners, LLC	CLOSED	0	72,638	-72,638	-100%	$27	$0	-$27	2019-07-19
Bard Associates Inc	CLOSED	0	68,196	-68,196	-100%	$25	$0	-$25	2019-08-13
Oppenheimer & Co Inc	CLOSED	0	68,144	-68,144	-100%	$26	$0	-$26	2019-08-09
Raymond James Financial Services Advisors, Inc.	CLOSED	0	64,696	-64,696	-100%	$24	$0	-$24	2019-08-06
Commonwealth Equity Services, LLC	CLOSED	0	64,320	-64,320	-100%	$24	$0	-$24	2019-07-19
Wolverine Asset Management LLC	CLOSED	0	59,458	-59,458	-100%	$22	$0	-$22	2019-08-14
Financial Advocates Investment Management	CLOSED	0	55,706	-55,706	-100%	$18	$0	-$18	2019-08-08
Susquehanna International Group, LLP	CLOSED	0	53,732	-53,732	-100%	$20	$0	-$20	2019-11-14
Davenport & Co LLC	CLOSED	0	51,970	-51,970	-100%	$19	$0	-$19	2019-07-10
BRC Group Holdings, Inc.	CLOSED	0	51,900	-51,900	-100%	$19	$0	-$19	2019-08-12
Pegasus Partners Ltd.	CLOSED	0	50,004	-50,004	-100%	$19	$0	-$19	2019-07-30
Linscomb Wealth, Inc.	CLOSED	0	44,544	-44,544	-100%	$17	$0	-$17	2019-08-06
D.A. Davidson & Co.	CLOSED	0	25,071	-25,071	-100%	$9	$0	-$9	2019-08-13
CIBC World Market Inc.	CLOSED	0	23,700	-23,700	-100%	$9	$0	-$9	2019-08-08
Allen Capital Group, LLC	CLOSED	0	21,414	-21,414	-100%	$8	$0	-$8	2019-07-22
Ingalls & Snyder LLC	CLOSED	0	20,004	-20,004	-100%	$7	$0	-$7	2019-07-11
Cetera Advisors LLC	CLOSED	0	19,912	-19,912	-100%	$4	$0	-$4	2019-08-12
Janney Montgomery Scott LLC	CLOSED	0	19,271	-19,271	-100%	$7	$0	-$7	2019-07-29
Stifel Financial Corp	CLOSED	0	17,394	-17,394	-100%	$5	$0	-$5	2019-08-14
Laurion Capital Management LP	CLOSED	0	13,701	-13,701	-100%	$5	$0	-$5	2019-08-13
Sigma Planning Corp	CLOSED	0	13,011	-13,011	-100%	$5	$0	-$5	2019-08-01
Creative Planning	CLOSED	0	11,740	-11,740	-100%	$4	$0	-$4	2019-07-26
US Bancorp \de\	CLOSED	0	11,662	-11,662	-100%	$4	$0	-$4	2019-08-13
Cadence Bank NA	CLOSED	0	11,516	-11,516	-100%	$4	$0	-$4	2019-08-06
Virtu Financial LLC	CLOSED	0	10,871	-10,871	-100%	$4	$0	-$4	2019-08-13
PNC Financial Services Group, Inc.	CLOSED	0	10,100	-10,100	-100%	$4	$0	-$4	2019-08-09
Telemus Capital, LLC	CLOSED	0	10,000	-10,000	-100%	$4	$0	-$4	2019-08-09
Advisor Group, Inc.	CLOSED	0	7,531	-7,531	-100%	$3	$0	-$3	2019-07-31
Steward Partners Investment Advisory, LLC	CLOSED	0	7,023	-7,023	-100%	$3	$0	-$3	2019-07-25
Squar Milner Financial Services LLC	CLOSED	0	3,228	-3,228	-100%	$1	$0	-$1	2019-07-25
Fifth Third Bancorp	CLOSED	0	2,377	-2,377	-100%	$1	$0	-$1	2019-08-07
TCI Wealth Advisors, Inc.	CLOSED	0	1,523	-1,523	-100%	$1	$0	-$1	2019-07-23
Providence Capital Advisors, LLC	CLOSED	0	1,302	-1,302	-100%	$0	$0	$0	2019-08-13
Family Legacy, Inc.	CLOSED	0	1,002	-1,002	-100%	$0	$0	$0	2019-07-25
Parallel Advisors, LLC	CLOSED	0	852	-852	-100%	$0	$0	$0	2019-08-05
Flagship Harbor Advisors, LLC	CLOSED	0	642	-642	-100%	$0	$0	$0	2019-07-22
Gradient Investments LLC	CLOSED	0	615	-615	-100%	$0	$0	$0	2019-07-16
Chicago Partners Investment Group LLC	CLOSED	0	380	-380	-100%	$0	$0	$0	2019-07-24
Parkside Financial Bank & Trust	CLOSED	0	360	-360	-100%	$23	$0	-$23	2019-08-06
Cornerstone Wealth Management, LLC	CLOSED	0	349	-349	-100%	$1.1K	$0	-$1.1K	2019-08-02
Marino, Stram & Associates LLC	CLOSED	0	279	-279	-100%	$0	$0	$0	2019-07-19
Burt Wealth Advisors	CLOSED	0	257	-257	-100%	$0	$0	$0	2019-08-05
OneDigital Investment Advisors LLC	CLOSED	0	195	-195	-100%	$0	$0	$0	2019-08-12
Manufacturers Life Insurance Company, the	CLOSED	0	186	-186	-100%	$0	$0	$0	2019-08-14
Allworth Financial LP	CLOSED	0	40	-40	-100%	$3	$0	-$3	2019-07-25
Northern Capital Management Llc\wi\	N/A	—	134,027	-134,027	-100%	$47	—	—	—
Horizon Kinetics LLC	N/A	—	108,391	-108,391	-100%	$40	—	—	—
Dynasty Wealth Management, LLC	N/A	—	10,326	-10,326	-100%	$4	—	—	—
Edge Advisors, LLC	N/A	—	416	-416	-100%	$0	—	—	—

Showing 74 of 74 institutions