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Tortoise Pipeline & Energy F

CUSIP: 89148H207 | 74 institutional holders

Quarters

Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
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Institutional Holders — Q3 2024

Saba Capital Management, L.P.A181,093
0.2% of portfolio›$7.6M
Bard Associates Inc121,332
1.7% of portfolio›$5.1M
Almitas Capital LLC120,470
1.8% of portfolio›$5.1M
SIT Investment Associates Inc116,893
0.0% of portfolio›$4.9K
Aristides Capital LLC68,065
0.9% of portfolio›$2.9M
Commonwealth Equity Services, LLC47,031
0.0% of portfolio›$2.0K
Uhlmann Price Securities, LLC42,614
1.4% of portfolio›$1.8M
Allspring Global Investments Holdings, LLC34,715
0.0% of portfolio›$1.5M
Morgan Stanley28,508
0.0% of portfolio›$1.2M
Rockefeller Capital Management L.P.27,929
0.0% of portfolio›$1.2M
D.A. Davidson & Co.22,327
0.0% of portfolio›$942.2K
CSS LLC21,323
0.0% of portfolio›$899.8K
Bank of Montreal13,204
0.0% of portfolio›$572.5K
Bulldog Investors, LLPA12,085
0.2% of portfolio›$510.0K
Wells Fargo & Company12,079
0.0% of portfolio›$509.7K
Cambridge Investment Research Advisors, Inc.9,693
0.0% of portfolio›$409
Zimmer Partners, LP9,611
0.0% of portfolio›$405.6K
Concorde Asset Management, LLC7,700
0.2% of portfolio›$324.9K
Absolute Investment Advisers, LLC6,671
0.0% of portfolio›$281.5K
Raymond James & Associates6,195
0.0% of portfolio›$261.4K
Bayshore Asset Management, LLC5,390
0.1% of portfolio›$227.5K
UBS Group AG4,073
0.0% of portfolio›$171.9K
Thomas J. Herzfeld Advisors, Inc.2,769
0.0% of portfolio›$116.9K
Quarry LP2,606
0.0% of portfolio›$110.0K
Northwestern Mutual Wealth Management Co1,800
0.0% of portfolio›$76.0K
Osaic Holdings, Inc.1,451
0.0% of portfolio›$61.2K
Blue Bell Private Wealth Management, LLC659
0.0% of portfolio›$27.8K
Harbor Investment Advisory, LLC553
0.0% of portfolio›$23.3K
Loring Wolcott & Coolidge Fiduciary Advisors LLP225
0.0% of portfolio›$10.1K
Steward Partners Investment Advisory, LLC200
0.0% of portfolio›$8.4K
Avior Wealth Management, LLC101
0.0% of portfolio›$4.3K
Quadrant Capital Group LLC71
0.0% of portfolio›$3.0K
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Saba Capital Management, L.P.Activist
181,093$7.6M0.2%YieldMediumNew York, NY2024-11-14
Bard Associates Inc
121,332$5.1M1.7%GARPMediumChicago, IL2024-11-06
Almitas Capital LLC
120,470$5.1M1.8%YieldMediumSanta Monica, CA2024-11-14
SIT Investment Associates Inc
116,893$4.9K0.0%YieldLowMinneapolis, MN2024-11-13
Aristides Capital LLC
68,065$2.9M0.9%ValueHighLouisville, KY2024-11-14
Commonwealth Equity Services, LLC
47,031$2.0K0.0%ETFLowWaltham, MA2024-10-18
Uhlmann Price Securities, LLC
42,614$1.8M1.4%Agg GrowthLowSkokie, IL2025-07-30
Allspring Global Investments Holdings, LLC
34,715$1.5M0.0%CoreMediumCharlotte, NC2024-10-18
Morgan Stanley
28,508$1.2M0.0%CoreLowNew York, NY2025-05-14
Rockefeller Capital Management L.P.
27,929$1.2M0.0%CoreLowNew York, NY2024-11-14
D.A. Davidson & Co.
22,327$942.2K0.0%CoreLowGreat Falls, MT2024-11-13
CSS LLC
21,323$899.8K0.0%Deep ValueHighChicago, IL2024-11-14
Bank of Montreal
13,204$572.5K0.0%CoreLowToronto, Australia2024-11-13
Bulldog Investors, LLPActivist
12,085$510.0K0.2%YieldHighSaddle Brook, NJ2024-11-14
Wells Fargo & Company
12,079$509.7K0.0%CoreLowSan Francisco, CA2024-11-13
Cambridge Investment Research Advisors, Inc.
9,693$4090.0%ETFLowFairfield, IA2024-10-28
Zimmer Partners, LP
9,611$405.6K0.0%YieldVery HighNew York, NY2024-11-14
Concorde Asset Management, LLC
7,700$324.9K0.2%ETFMediumAnn Arbor, MI2024-11-12
Absolute Investment Advisers, LLC
6,671$281.5K0.0%YieldHighRosemary Beach, FL2025-01-30
Raymond James & Associates
6,195$261.4K0.0%N/AN/ASt Petersburg, FL2024-10-18
Bayshore Asset Management, LLC
5,390$227.5K0.1%ETFVery LowCoral Gables, FL2024-10-21
UBS Group AG
4,073$171.9K0.0%CoreMediumZurich, Switzerland2024-11-14
Thomas J. Herzfeld Advisors, Inc.
2,769$116.9K0.0%YieldHighMiami Beach, FL2024-11-12
Quarry LP
2,606$110.0K0.0%YieldVery HighNew York, NY2024-11-14
Northwestern Mutual Wealth Management Co
1,800$76.0K0.0%IndexVery LowMilwaukee, WI2024-11-12
Osaic Holdings, Inc.
1,451$61.2K0.0%IndexLowScottsdale, AZ2024-11-13
Blue Bell Private Wealth Management, LLC
659$27.8K0.0%YieldVery LowBlue Bell, PA2024-10-29
Harbor Investment Advisory, LLC
553$23.3K0.0%GrowthLowLutherville, MD2024-10-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
225$10.1K0.0%GrowthVery LowBoston, MA2024-10-25
Steward Partners Investment Advisory, LLC
200$8.4K0.0%CoreLowStamford, CT2024-11-14
Avior Wealth Management, LLC
101$4.3K0.0%ETFMediumOmaha, NE2024-11-08
Quadrant Capital Group LLC
71$3.0K0.0%CoreLowCincinnati, OH2024-11-12
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2024-10-10