Tortoise Midstrm Energy FD I

Q3 2024 vs Q4 2024

Comparing institutional holders between quarters

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

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UMB Bank, n.a.

UNCHANGED

Shares86 from 86

Change0 (0%)

Value$4.6K (+$499)

Filed 2025-01-16

Saba Capital Management, L.P.A

CLOSED

Shares0 from 515,767

Change-515,767 (-100%)

Value$0 (-$24.5M)

Filed 2025-02-14

Morgan Stanley

CLOSED

Shares0 from 278,525

Change-278,525 (-100%)

Value$0 (-$13.2M)

Filed 2025-05-15

Almitas Capital LLC

CLOSED

Shares0 from 214,984

Change-214,984 (-100%)

Value$0 (-$10.2M)

Filed 2025-02-14

Advisors Asset Management, Inc.

CLOSED

Shares0 from 160,230

Change-160,230 (-100%)

Value$0 (-$7.6M)

Filed 2026-08-21

Rivernorth Capital Management, LLC

CLOSED

Shares0 from 132,704

Change-132,704 (-100%)

Value$0 (-$6.3M)

Filed 2025-02-14

Aristides Capital LLC

CLOSED

Shares0 from 105,316

Change-105,316 (-100%)

Value$0 (-$5.0M)

Filed 2025-02-13

Meixler Investment Management, Ltd.

CLOSED

Shares0 from 102,392

Change-102,392 (-100%)

Value$0 (-$4.9M)

Filed 2025-01-30

Royal Bank of Canada

CLOSED

Shares0 from 69,621

Change-69,621 (-100%)

Value$0 (-$3.3M)

Filed 2025-02-14

Wells Fargo & Company

CLOSED

Shares0 from 63,504

Change-63,504 (-100%)

Value$0 (-$3.0M)

Filed 2025-02-13

Stansberry Asset Management, LLC

CLOSED

Shares0 from 44,701

Change-44,701 (-100%)

Value$0 (-$2.1M)

Filed 2025-02-14

Bulldog Investors, LLPA

CLOSED

Shares0 from 43,687

Change-43,687 (-100%)

Value$0 (-$2.1M)

Filed 2025-02-14

HighTower Advisors, LLC

CLOSED

Shares0 from 26,617

Change-26,617 (-100%)

Value$0 (-$1.3M)

Filed 2025-02-07

SIT Investment Associates Inc

CLOSED

Shares0 from 21,603

Change-21,603 (-100%)

Value$0 (-$1.0K)

Filed 2025-02-13

UBS Group AG

CLOSED

Shares0 from 19,370

Change-19,370 (-100%)

Value$0 (-$920.7K)

Filed 2025-02-14

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 18,799

Change-18,799 (-100%)

Value$0 (-$893.5K)

Filed 2025-03-17

Financial Advocates Investment Management

CLOSED

Shares0 from 18,798

Change-18,798 (-100%)

Value$0 (-$893.5K)

Filed 2025-01-27

Zimmer Partners, LP

CLOSED

Shares0 from 18,465

Change-18,465 (-100%)

Value$0 (-$877.6K)

Filed 2025-02-14

Cahill Financial Advisors Inc

CLOSED

Shares0 from 18,069

Change-18,069 (-100%)

Value$0 (-$858.8K)

Filed 2025-02-14

Invesco Ltd.

CLOSED

Shares0 from 15,435

Change-15,435 (-100%)

Value$0 (-$733.6K)

Filed 2025-02-13

Robinson Capital Management, LLC

CLOSED

Shares0 from 13,225

Change-13,225 (-100%)

Value$0 (-$634.8K)

Filed 2025-01-31

Allspring Global Investments Holdings, LLC

CLOSED

Shares0 from 13,223

Change-13,223 (-100%)

Value$0 (-$628.5K)

Filed 2025-01-29

Quantedge Capital Pte Ltd

CLOSED

Shares0 from 13,028

Change-13,028 (-100%)

Value$0 (-$619.2K)

Filed 2025-02-14

Concorde Asset Management, LLC

CLOSED

Shares0 from 13,000

Change-13,000 (-100%)

Value$0 (-$617.9K)

Filed 2025-02-13

Private Advisor Group, LLC

CLOSED

Shares0 from 12,613

Change-12,613 (-100%)

Value$0 (-$599.5K)

Filed 2025-02-03

Bayshore Asset Management, LLC

CLOSED

Shares0 from 10,904

Change-10,904 (-100%)

Value$0 (-$518.3K)

Filed 2025-01-16

Ariadne Wealth Management, LP

CLOSED

Shares0 from 10,512

Change-10,512 (-100%)

Value$0 (-$554.8K)

Filed 2025-02-12

Cornerstone Advisory, LLC

CLOSED

Shares0 from 10,419

Change-10,419 (-100%)

Value$0 (-$495.2K)

Filed 2025-02-18

City of London Investment Management Co LTD

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$475.3K)

Filed 2025-02-14

Diversified Trust Co

CLOSED

Shares0 from 9,507

Change-9,507 (-100%)

Value$0 (-$451.9K)

Filed 2025-01-07

NewEdge Wealth, LLC

CLOSED

Shares0 from 9,309

Change-9,309 (-100%)

Value$0 (-$442.5K)

Filed 2025-02-05

Uhlmann Price Securities, LLC

CLOSED

Shares0 from 9,039

Change-9,039 (-100%)

Value$0 (-$429.5K)

Filed 2025-07-17

Kercheville Advisors, LLC

CLOSED

Shares0 from 8,985

Change-8,985 (-100%)

Value$0 (-$427.0K)

Filed 2025-01-27

Susquehanna International Group, LLP

CLOSED

Shares0 from 8,748

Change-8,748 (-100%)

Value$0 (-$415.8K)

Filed 2025-02-14

Steward Partners Investment Advisory, LLC

CLOSED

Shares0 from 8,575

Change-8,575 (-100%)

Value$0 (-$407.6K)

Filed 2025-02-06

Moors & Cabot, Inc.

CLOSED

Shares0 from 8,200

Change-8,200 (-100%)

Value$0 (-$389.7K)

Filed 2025-02-07

Janney Montgomery Scott LLC

CLOSED

Shares0 from 6,996

Change-6,996 (-100%)

Value$0 (-$333)

Filed 2025-01-17

CSS LLC

CLOSED

Shares0 from 6,763

Change-6,763 (-100%)

Value$0 (-$321.4K)

Filed 2025-02-18

Matisse Capital

CLOSED

Shares0 from 6,655

Change-6,655 (-100%)

Value$0 (-$316.3K)

Filed 2025-01-24

Everett Harris & Co

CLOSED

Shares0 from 5,300

Change-5,300 (-100%)

Value$0 (-$251.9K)

Filed 2025-01-24

Calamos Advisors LLC

CLOSED

Shares0 from 4,973

Change-4,973 (-100%)

Value$0 (-$236.4K)

Filed 2025-01-24

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 4,231

Change-4,231 (-100%)

Value$0 (-$201)

Filed 2025-02-10

Harbour Investments, Inc.

CLOSED

Shares0 from 3,270

Change-3,270 (-100%)

Value$0 (-$155.4K)

Filed 2025-02-10

Cohen & Steers, Inc.

CLOSED

Shares0 from 3,000

Change-3,000 (-100%)

Value$0 (-$143)

Filed 2025-02-13

Quarry LP

CLOSED

Shares0 from 1,543

Change-1,543 (-100%)

Value$0 (-$73.3K)

Filed 2025-02-14

Osaic Holdings, Inc.

CLOSED

Shares0 from 1,457

Change-1,457 (-100%)

Value$0 (-$69.3K)

Filed 2025-06-06

Blue Bell Private Wealth Management, LLC

CLOSED

Shares0 from 1,070

Change-1,070 (-100%)

Value$0 (-$50.9K)

Filed 2025-02-07

Northwestern Mutual Wealth Management Co

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$47.5K)

Filed 2025-02-11

Principal Securities, Inc.

CLOSED

Shares0 from 737

Change-737 (-100%)

Value$0 (-$35.0K)

Filed 2025-01-30

Comerica Bank

CLOSED

Shares0 from 562

Change-562 (-100%)

Value$0 (-$26.7K)

Filed 2025-02-14

Atlantic Trust Group, LLC

CLOSED

Shares0 from 550

Change-550 (-100%)

Value$0 (-$26.1K)

Filed 2025-02-12

JPMorgan Chase & Co

CLOSED

Shares0 from 523

Change-523 (-100%)

Value$0 (-$24.9K)

Filed 2025-02-12

Spire Wealth Management

CLOSED

Shares0 from 410

Change-410 (-100%)

Value$0 (-$19.5K)

Filed 2025-01-24

Addison Advisors LLC

CLOSED

Shares0 from 166

Change-166 (-100%)

Value$0 (-$7.9K)

Filed 2025-02-04

Sunbelt Securities, Inc.

CLOSED

Shares0 from 163

Change-163 (-100%)

Value$0 (-$7.7K)

Filed 2025-02-18

CWM, LLC

CLOSED

Shares0 from 150

Change-150 (-100%)

Value$0 (-$7)

Filed 2025-02-04

Bessemer Group Inc

CLOSED

Shares0 from 118

Change-118 (-100%)

Value$0 (-$6)

Filed 2025-02-13

CoreCap Advisors, LLC

CLOSED

Shares0 from 90

Change-90 (-100%)

Value$0 (-$4.3K)

Filed 2025-02-14

Avior Wealth Management, LLC

CLOSED

Shares0 from 33

Change-33 (-100%)

Value$0 (-$1.6K)

Filed 2025-01-17

Coppell Advisory Solutions LLC

CLOSED

Shares0 from 13

Change-13 (-100%)

Value$0 (-$612)

Filed 2025-02-14

Silicon Valley Capital Partners

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$194)

Filed 2025-01-29

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2025-02-13

Raymond James & Associates

N/A

Shares— from 6,108

Change-6,108 (-100%)

Value—

	Status
UMB Bank, n.a.	UNCHANGED	86	86	0	0%	$4.1K	$4.6K	+$499	2025-01-16
Saba Capital Management, L.P.A	CLOSED	0	515,767	-515,767	-100%	$24.5M	$0	-$24.5M	2025-02-14
Morgan Stanley	CLOSED	0	278,525	-278,525	-100%	$13.2M	$0	-$13.2M	2025-05-15
Almitas Capital LLC	CLOSED	0	214,984	-214,984	-100%	$10.2M	$0	-$10.2M	2025-02-14
Advisors Asset Management, Inc.	CLOSED	0	160,230	-160,230	-100%	$7.6M	$0	-$7.6M	2026-08-21
Rivernorth Capital Management, LLC	CLOSED	0	132,704	-132,704	-100%	$6.3M	$0	-$6.3M	2025-02-14
Aristides Capital LLC	CLOSED	0	105,316	-105,316	-100%	$5.0M	$0	-$5.0M	2025-02-13
Meixler Investment Management, Ltd.	CLOSED	0	102,392	-102,392	-100%	$4.9M	$0	-$4.9M	2025-01-30
Royal Bank of Canada	CLOSED	0	69,621	-69,621	-100%	$3.3M	$0	-$3.3M	2025-02-14
Wells Fargo & Company	CLOSED	0	63,504	-63,504	-100%	$3.0M	$0	-$3.0M	2025-02-13
Stansberry Asset Management, LLC	CLOSED	0	44,701	-44,701	-100%	$2.1M	$0	-$2.1M	2025-02-14
Bulldog Investors, LLPA	CLOSED	0	43,687	-43,687	-100%	$2.1M	$0	-$2.1M	2025-02-14
HighTower Advisors, LLC	CLOSED	0	26,617	-26,617	-100%	$1.3M	$0	-$1.3M	2025-02-07
SIT Investment Associates Inc	CLOSED	0	21,603	-21,603	-100%	$1.0K	$0	-$1.0K	2025-02-13
UBS Group AG	CLOSED	0	19,370	-19,370	-100%	$920.7K	$0	-$920.7K	2025-02-14
Wealth Enhancement Advisory Services, LLC	CLOSED	0	18,799	-18,799	-100%	$893.5K	$0	-$893.5K	2025-03-17
Financial Advocates Investment Management	CLOSED	0	18,798	-18,798	-100%	$893.5K	$0	-$893.5K	2025-01-27
Zimmer Partners, LP	CLOSED	0	18,465	-18,465	-100%	$877.6K	$0	-$877.6K	2025-02-14
Cahill Financial Advisors Inc	CLOSED	0	18,069	-18,069	-100%	$858.8K	$0	-$858.8K	2025-02-14
Invesco Ltd.	CLOSED	0	15,435	-15,435	-100%	$733.6K	$0	-$733.6K	2025-02-13
Robinson Capital Management, LLC	CLOSED	0	13,225	-13,225	-100%	$634.8K	$0	-$634.8K	2025-01-31
Allspring Global Investments Holdings, LLC	CLOSED	0	13,223	-13,223	-100%	$628.5K	$0	-$628.5K	2025-01-29
Quantedge Capital Pte Ltd	CLOSED	0	13,028	-13,028	-100%	$619.2K	$0	-$619.2K	2025-02-14
Concorde Asset Management, LLC	CLOSED	0	13,000	-13,000	-100%	$617.9K	$0	-$617.9K	2025-02-13
Private Advisor Group, LLC	CLOSED	0	12,613	-12,613	-100%	$599.5K	$0	-$599.5K	2025-02-03
Bayshore Asset Management, LLC	CLOSED	0	10,904	-10,904	-100%	$518.3K	$0	-$518.3K	2025-01-16
Ariadne Wealth Management, LP	CLOSED	0	10,512	-10,512	-100%	$554.8K	$0	-$554.8K	2025-02-12
Cornerstone Advisory, LLC	CLOSED	0	10,419	-10,419	-100%	$495.2K	$0	-$495.2K	2025-02-18
City of London Investment Management Co LTD	CLOSED	0	10,000	-10,000	-100%	$475.3K	$0	-$475.3K	2025-02-14
Diversified Trust Co	CLOSED	0	9,507	-9,507	-100%	$451.9K	$0	-$451.9K	2025-01-07
NewEdge Wealth, LLC	CLOSED	0	9,309	-9,309	-100%	$442.5K	$0	-$442.5K	2025-02-05
Uhlmann Price Securities, LLC	CLOSED	0	9,039	-9,039	-100%	$429.5K	$0	-$429.5K	2025-07-17
Kercheville Advisors, LLC	CLOSED	0	8,985	-8,985	-100%	$427.0K	$0	-$427.0K	2025-01-27
Susquehanna International Group, LLP	CLOSED	0	8,748	-8,748	-100%	$415.8K	$0	-$415.8K	2025-02-14
Steward Partners Investment Advisory, LLC	CLOSED	0	8,575	-8,575	-100%	$407.6K	$0	-$407.6K	2025-02-06
Moors & Cabot, Inc.	CLOSED	0	8,200	-8,200	-100%	$389.7K	$0	-$389.7K	2025-02-07
Janney Montgomery Scott LLC	CLOSED	0	6,996	-6,996	-100%	$333	$0	-$333	2025-01-17
CSS LLC	CLOSED	0	6,763	-6,763	-100%	$321.4K	$0	-$321.4K	2025-02-18
Matisse Capital	CLOSED	0	6,655	-6,655	-100%	$316.3K	$0	-$316.3K	2025-01-24
Everett Harris & Co	CLOSED	0	5,300	-5,300	-100%	$251.9K	$0	-$251.9K	2025-01-24
Calamos Advisors LLC	CLOSED	0	4,973	-4,973	-100%	$236.4K	$0	-$236.4K	2025-01-24
Commonwealth Equity Services, LLC	CLOSED	0	4,231	-4,231	-100%	$201	$0	-$201	2025-02-10
Harbour Investments, Inc.	CLOSED	0	3,270	-3,270	-100%	$155.4K	$0	-$155.4K	2025-02-10
Cohen & Steers, Inc.	CLOSED	0	3,000	-3,000	-100%	$143	$0	-$143	2025-02-13
Quarry LP	CLOSED	0	1,543	-1,543	-100%	$73.3K	$0	-$73.3K	2025-02-14
Osaic Holdings, Inc.	CLOSED	0	1,457	-1,457	-100%	$69.3K	$0	-$69.3K	2025-06-06
Blue Bell Private Wealth Management, LLC	CLOSED	0	1,070	-1,070	-100%	$50.9K	$0	-$50.9K	2025-02-07
Northwestern Mutual Wealth Management Co	CLOSED	0	1,000	-1,000	-100%	$47.5K	$0	-$47.5K	2025-02-11
Principal Securities, Inc.	CLOSED	0	737	-737	-100%	$35.0K	$0	-$35.0K	2025-01-30
Comerica Bank	CLOSED	0	562	-562	-100%	$26.7K	$0	-$26.7K	2025-02-14
Atlantic Trust Group, LLC	CLOSED	0	550	-550	-100%	$26.1K	$0	-$26.1K	2025-02-12
JPMorgan Chase & Co	CLOSED	0	523	-523	-100%	$24.9K	$0	-$24.9K	2025-02-12
Spire Wealth Management	CLOSED	0	410	-410	-100%	$19.5K	$0	-$19.5K	2025-01-24
Addison Advisors LLC	CLOSED	0	166	-166	-100%	$7.9K	$0	-$7.9K	2025-02-04
Sunbelt Securities, Inc.	CLOSED	0	163	-163	-100%	$7.7K	$0	-$7.7K	2025-02-18
CWM, LLC	CLOSED	0	150	-150	-100%	$7	$0	-$7	2025-02-04
Bessemer Group Inc	CLOSED	0	118	-118	-100%	$6	$0	-$6	2025-02-13
CoreCap Advisors, LLC	CLOSED	0	90	-90	-100%	$4.3K	$0	-$4.3K	2025-02-14
Avior Wealth Management, LLC	CLOSED	0	33	-33	-100%	$1.6K	$0	-$1.6K	2025-01-17
Coppell Advisory Solutions LLC	CLOSED	0	13	-13	-100%	$612	$0	-$612	2025-02-14
Silicon Valley Capital Partners	CLOSED	0	4	-4	-100%	$194	$0	-$194	2025-01-29
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2025-02-13
Raymond James & Associates	N/A	—	6,108	-6,108	-100%	$290.3K	—	—	—

Showing 63 of 63 institutions