Tortoise Pipeline & Energy F

Q2 2024 vs Q3 2024

Comparing institutional holders between quarters

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

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Saba Capital Management, L.P.A

UNCHANGED

Shares181,093 from 181,093

Change0 (0%)

Value$7.6M (+$1.1M)

Filed 2024-11-14

Bard Associates Inc

DECREASED

Shares121,332 from 126,569

Change-5,237 (-4%)

Value$5.1M (+$540.9K)

Filed 2024-11-06

Almitas Capital LLC

INCREASED

Shares120,470 from 116,622

Change+3,848 (+3%)

Value$5.1M (+$864.4K)

Filed 2024-11-14

SIT Investment Associates Inc

INCREASED

Shares116,893 from 349

Change+116,544 (+33394%)

Value$4.9K (+$4.9K)

Filed 2024-11-13

Aristides Capital LLC

INCREASED

Shares68,065 from 68,059

Change+6 (+0%)

Value$2.9M (+$410.0K)

Filed 2024-11-14

Commonwealth Equity Services, LLC

DECREASED

Shares47,031 from 48,169

Change-1,138 (-2%)

Value$2.0K (+$242)

Filed 2024-10-18

Uhlmann Price Securities, LLC

NEW

Shares42,614

Change+42,614

Value$1.8M

Filed 2025-07-30

Allspring Global Investments Holdings, LLC

INCREASED

Shares34,715 from 29,856

Change+4,859 (+16%)

Value$1.5M (+$384.8K)

Filed 2024-10-18

Morgan Stanley

DECREASED

Shares28,508 from 33,318

Change-4,810 (-14%)

Value$1.2M (-$2.4K)

Filed 2025-05-14

Rockefeller Capital Management L.P.

INCREASED

Shares27,929 from 25,246

Change+2,683 (+11%)

Value$1.2M (+$265.2K)

Filed 2024-11-14

D.A. Davidson & Co.

INCREASED

Shares22,327 from 17,121

Change+5,206 (+30%)

Value$942.2K (+$322.8K)

Filed 2024-11-13

CSS LLC

NEW

Shares21,323

Change+21,323

Value$899.8K

Filed 2024-11-14

Bank of Montreal

NEW

Shares13,204

Change+13,204

Value$572.5K

Filed 2024-11-13

Bulldog Investors, LLPA

NEW

Shares12,085

Change+12,085

Value$510.0K

Filed 2024-11-14

Wells Fargo & Company

DECREASED

Shares12,079 from 18,069

Change-5,990 (-33%)

Value$509.7K (-$144.0K)

Filed 2024-11-13

Cambridge Investment Research Advisors, Inc.

UNCHANGED

Shares9,693 from 9,693

Change0 (0%)

Value$409 (+$58)

Filed 2024-10-28

Zimmer Partners, LP

UNCHANGED

Shares9,611 from 9,611

Change0 (0%)

Value$405.6K (+$57.9K)

Filed 2024-11-14

Concorde Asset Management, LLC

DECREASED

Shares7,700 from 10,600

Change-2,900 (-27%)

Value$324.9K (-$58.6K)

Filed 2024-11-12

Absolute Investment Advisers, LLC

NEW

Shares6,671

Change+6,671

Value$281.5K

Filed 2025-01-30

Raymond James & Associates

DECREASED

Shares6,195 from 6,243

Change-48 (-1%)

Value$261.4K (+$35.6K)

Filed 2024-10-18

Bayshore Asset Management, LLC

NEW

Shares5,390

Change+5,390

Value$227.5K

Filed 2024-10-21

UBS Group AG

INCREASED

Shares4,073 from 1,633

Change+2,440 (+149%)

Value$171.9K (+$112.8K)

Filed 2024-11-14

Thomas J. Herzfeld Advisors, Inc.

DECREASED

Shares2,769 from 56,306

Change-53,537 (-95%)

Value$116.9K (-$1.9M)

Filed 2024-11-12

Quarry LP

NEW

Shares2,606

Change+2,606

Value$110.0K

Filed 2024-11-14

Northwestern Mutual Wealth Management Co

NEW

Shares1,800

Change+1,800

Value$76.0K

Filed 2024-11-12

Osaic Holdings, Inc.

DECREASED

Shares1,451 from 6,701

Change-5,250 (-78%)

Value$61.2K (-$181.2K)

Filed 2024-11-13

Blue Bell Private Wealth Management, LLC

DECREASED

Shares659 from 2,372

Change-1,713 (-72%)

Value$27.8K (-$58.0K)

Filed 2024-10-29

Harbor Investment Advisory, LLC

UNCHANGED

Shares553 from 553

Change0 (0%)

Value$23.3K (+$3.3K)

Filed 2024-10-04

Loring Wolcott & Coolidge Fiduciary Advisors LLP

UNCHANGED

Shares225 from 225

Change0 (0%)

Value$10.1K (+$2.1K)

Filed 2024-10-25

Steward Partners Investment Advisory, LLC

NEW

Shares200

Change+200

Value$8.4K

Filed 2024-11-14

Avior Wealth Management, LLC

UNCHANGED

Shares101 from 101

Change0 (0%)

Value$4.3K (+$608)

Filed 2024-11-08

Quadrant Capital Group LLC

UNCHANGED

Shares71 from 71

Change0 (0%)

Value$3.0K (+$428)

Filed 2024-11-12

Cannell Capital LLCA

CLOSED

Shares0 from 20,390

Change-20,390 (-100%)

Value$0 (-$737.7K)

Filed 2025-02-11

J.W. Cole Advisors, Inc.

CLOSED

Shares0 from 6,798

Change-6,798 (-100%)

Value$0 (-$246.0K)

Filed 2024-10-24

Royal Bank of Canada

CLOSED

Shares0 from 2,082

Change-2,082 (-100%)

Value$0 (-$75.0K)

Filed 2024-11-14

International Assets Investment Management, LLC

CLOSED

Shares0 from 339

Change-339 (-100%)

Value$0 (-$12.3K)

Filed 2024-10-22

FMR LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$36)

Filed 2026-11-05

Proequities, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2024-10-10

	Status
Saba Capital Management, L.P.A	UNCHANGED	181,093	181,093	0	0%	$6.6M	$7.6M	+$1.1M	2024-11-14
Bard Associates Inc	DECREASED	121,332	126,569	-5,237	-4%	$4.6M	$5.1M	+$540.9K	2024-11-06
Almitas Capital LLC	INCREASED	120,470	116,622	+3,848	+3%	$4.2M	$5.1M	+$864.4K	2024-11-14
SIT Investment Associates Inc	INCREASED	116,893	349	+116,544	+33394%	$13	$4.9K	+$4.9K	2024-11-13
Aristides Capital LLC	INCREASED	68,065	68,059	+6	+0%	$2.5M	$2.9M	+$410.0K	2024-11-14
Commonwealth Equity Services, LLC	DECREASED	47,031	48,169	-1,138	-2%	$1.7K	$2.0K	+$242	2024-10-18
Uhlmann Price Securities, LLC	NEW	42,614	—	+42,614	—	—	$1.8M	—	2025-07-30
Allspring Global Investments Holdings, LLC	INCREASED	34,715	29,856	+4,859	+16%	$1.1M	$1.5M	+$384.8K	2024-10-18
Morgan Stanley	DECREASED	28,508	33,318	-4,810	-14%	$1.2M	$1.2M	-$2.4K	2025-05-14
Rockefeller Capital Management L.P.	INCREASED	27,929	25,246	+2,683	+11%	$913.4K	$1.2M	+$265.2K	2024-11-14
D.A. Davidson & Co.	INCREASED	22,327	17,121	+5,206	+30%	$619.5K	$942.2K	+$322.8K	2024-11-13
CSS LLC	NEW	21,323	—	+21,323	—	—	$899.8K	—	2024-11-14
Bank of Montreal	NEW	13,204	—	+13,204	—	—	$572.5K	—	2024-11-13
Bulldog Investors, LLPA	NEW	12,085	—	+12,085	—	—	$510.0K	—	2024-11-14
Wells Fargo & Company	DECREASED	12,079	18,069	-5,990	-33%	$653.7K	$509.7K	-$144.0K	2024-11-13
Cambridge Investment Research Advisors, Inc.	UNCHANGED	9,693	9,693	0	0%	$351	$409	+$58	2024-10-28
Zimmer Partners, LP	UNCHANGED	9,611	9,611	0	0%	$347.7K	$405.6K	+$57.9K	2024-11-14
Concorde Asset Management, LLC	DECREASED	7,700	10,600	-2,900	-27%	$383.5K	$324.9K	-$58.6K	2024-11-12
Absolute Investment Advisers, LLC	NEW	6,671	—	+6,671	—	—	$281.5K	—	2025-01-30
Raymond James & Associates	DECREASED	6,195	6,243	-48	-1%	$225.9K	$261.4K	+$35.6K	2024-10-18
Bayshore Asset Management, LLC	NEW	5,390	—	+5,390	—	—	$227.5K	—	2024-10-21
UBS Group AG	INCREASED	4,073	1,633	+2,440	+149%	$59.1K	$171.9K	+$112.8K	2024-11-14
Thomas J. Herzfeld Advisors, Inc.	DECREASED	2,769	56,306	-53,537	-95%	$2.0M	$116.9K	-$1.9M	2024-11-12
Quarry LP	NEW	2,606	—	+2,606	—	—	$110.0K	—	2024-11-14
Northwestern Mutual Wealth Management Co	NEW	1,800	—	+1,800	—	—	$76.0K	—	2024-11-12
Osaic Holdings, Inc.	DECREASED	1,451	6,701	-5,250	-78%	$242.4K	$61.2K	-$181.2K	2024-11-13
Blue Bell Private Wealth Management, LLC	DECREASED	659	2,372	-1,713	-72%	$85.8K	$27.8K	-$58.0K	2024-10-29
Harbor Investment Advisory, LLC	UNCHANGED	553	553	0	0%	$20.0K	$23.3K	+$3.3K	2024-10-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP	UNCHANGED	225	225	0	0%	$8.0K	$10.1K	+$2.1K	2024-10-25
Steward Partners Investment Advisory, LLC	NEW	200	—	+200	—	—	$8.4K	—	2024-11-14
Avior Wealth Management, LLC	UNCHANGED	101	101	0	0%	$3.7K	$4.3K	+$608	2024-11-08
Quadrant Capital Group LLC	UNCHANGED	71	71	0	0%	$2.6K	$3.0K	+$428	2024-11-12
Cannell Capital LLCA	CLOSED	0	20,390	-20,390	-100%	$737.7K	$0	-$737.7K	2025-02-11
J.W. Cole Advisors, Inc.	CLOSED	0	6,798	-6,798	-100%	$246.0K	$0	-$246.0K	2024-10-24
Royal Bank of Canada	CLOSED	0	2,082	-2,082	-100%	$75.0K	$0	-$75.0K	2024-11-14
International Assets Investment Management, LLC	CLOSED	0	339	-339	-100%	$12.3K	$0	-$12.3K	2024-10-22
FMR LLC	CLOSED	0	1	-1	-100%	$36	$0	-$36	2026-11-05
Proequities, Inc.	UNCHANGED	0	0	0	—	$0	$0	$0	2024-10-10

Showing 38 of 38 institutions