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Tortoise Energy Independenc

CUSIP: 89148K101 | 117 institutional holders

Quarters

Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q1 2020

Punch & Associates Investment Management, Inc.575,000
0.0% of portfolio›$661
Private Advisor Group, LLC404,434
0.0% of portfolio›$465
Arete Wealth Advisors, LLC331,805
0.0% of portfolio›$382
CSS LLC326,380
0.0% of portfolio›$375
Cannell Capital LLCA304,990
0.0% of portfolio›$351
Morgan Stanley261,403
0.0% of portfolio›$301
Wolverine Asset Management LLC206,718
0.0% of portfolio›$237
Clough Capital Partners L P189,210
0.0% of portfolio›$218
Matisse Capital175,532
0.0% of portfolio›$202
Cambridge Investment Research Advisors, Inc.115,075
0.0% of portfolio›$132
UBS Group AG103,950
0.0% of portfolio›$119
Landscape Capital Management, L.L.C.101,848
0.0% of portfolio›$117
Rivernorth Capital Management, LLC101,251
0.0% of portfolio›$116
Royal Bank of Canada74,050
0.0% of portfolio›$85
Legacy Financial Strategies, LLC59,400
0.0% of portfolio›$68
Guggenheim Capital LLC56,442
0.0% of portfolio›$65
Bank of America Corp55,211
0.0% of portfolio›$64
Rockefeller Capital Management L.P.45,900
0.0% of portfolio›$53
Goldman Sachs Group Inc44,842
0.0% of portfolio›$52
Osaic Holdings, Inc.43,095
0.0% of portfolio›$48
Ameriprise Financial Inc38,778
0.0% of portfolio›$45
Wells Fargo & Company27,215
0.0% of portfolio›$32
Creative Planning18,000
0.0% of portfolio›$21
Weather Gauge Advisory, LLC13,050
0.0% of portfolio›$15
Raymond James Financial Services Advisors, Inc.12,850
0.0% of portfolio›$15
Two Sigma Securities, LLC10,910
0.0% of portfolio›$13
Squar Milner Financial Services LLC4,575
0.0% of portfolio›$5
FTB Advisors, Inc.1,500
0.0% of portfolio›$2
Proequities, Inc.700
0.0% of portfolio›$1
US Bancorp \de\400
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Punch & Associates Investment Management, Inc.
575,000$6610.0%Deep ValueMediumEdina, MN2020-05-15
Private Advisor Group, LLC
404,434$4650.0%ETFMediumMorristown, NJ2020-05-12
Arete Wealth Advisors, LLC
331,805$3820.0%CoreMediumChicago, IL2020-05-14
CSS LLC
326,380$3750.0%Deep ValueHighChicago, IL2020-05-15
Cannell Capital LLCActivist
304,990$3510.0%YieldHighAlta, WY2020-05-15
Morgan Stanley
261,403$3010.0%CoreLowNew York, NY2020-05-26
Wolverine Asset Management LLC
206,718$2370.0%Deep ValueVery HighChicago, IL2020-05-13
Clough Capital Partners L P
189,210$2180.0%ValueHighBoston, MA2020-05-15
Matisse Capital
175,532$2020.0%ValueMediumPortland, OR2020-05-07
Cambridge Investment Research Advisors, Inc.
115,075$1320.0%ETFLowFairfield, IA2020-05-08
UBS Group AG
103,950$1190.0%CoreMediumZurich, Switzerland2020-05-01
Landscape Capital Management, L.L.C.
101,848$1170.0%ValueVery HighEnglewood, NJ2020-05-13
Rivernorth Capital Management, LLC
101,251$1160.0%YieldHighWest Palm Beach, FL2020-05-18
Royal Bank of Canada
74,050$850.0%CoreLowToronto, Australia2020-06-16
Legacy Financial Strategies, LLC
59,400$680.0%ETFLowOverland Park, KS2020-05-04
Guggenheim Capital LLC
56,442$650.0%CoreLowChicago, IL2020-06-02
Bank of America Corp
55,211$640.0%CoreLowCharlotte, NC2020-05-15
Rockefeller Capital Management L.P.
45,900$530.0%CoreLowNew York, NY2020-05-12
Goldman Sachs Group Inc
44,842$520.0%CoreMediumNew York, NY2020-05-15
Osaic Holdings, Inc.
43,095$480.0%IndexLowScottsdale, AZ2020-05-18
Ameriprise Financial Inc
38,778$450.0%CoreMediumMinneapolis, MN2020-05-15
Wells Fargo & Company
27,215$320.0%CoreLowSan Francisco, CA2020-05-14
Creative Planning
18,000$210.0%IndexVery LowOverland Park, KS2020-05-05
Weather Gauge Advisory, LLC
13,050$150.0%N/AN/AWilliamsburg, VA2020-04-07
Raymond James Financial Services Advisors, Inc.
12,850$150.0%GrowthVery LowSt. Petersburg, FL2020-04-21
Two Sigma Securities, LLC
10,910$130.0%ValueVery HighNew York, NY2020-05-15
Squar Milner Financial Services LLC
4,575$50.0%N/AN/AIrvine, CA2020-04-22
FTB Advisors, Inc.
1,500$20.0%GrowthVery LowMemphis, TN2020-05-05
Proequities, Inc.
700$10.0%GrowthVery LowBirmingham, AL2020-05-13
US Bancorp \de\
400$00.0%IndexLowMinneapolis, MN2020-05-13