IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Tortoise Energy Independenc

Q4 2019 vs Q1 2020

Comparing institutional holders between quarters

Quarters

Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Punch & Associates Investment Management, Inc.
INCREASED
Shares575,000 from 64,300
Change+510,700 (+794%)
Value$661 (+$382)
Filed 2020-05-15
Private Advisor Group, LLC
INCREASED
Shares404,434 from 274,113
Change+130,321 (+48%)
Value$465 (-$723)
Filed 2020-05-12
Arete Wealth Advisors, LLC
DECREASED
Shares331,805 from 333,805
Change-2,000 (-1%)
Value$382 (-$1.1K)
Filed 2020-05-14
CSS LLC
UNCHANGED
Shares326,380 from 326,380
Change0 (0%)
Value$375 (-$1.0K)
Filed 2020-05-15
Cannell Capital LLCA
NEW
Shares304,990
Change+304,990
Value$351
Filed 2020-05-15
Morgan Stanley
DECREASED
Shares261,403 from 355,329
Change-93,926 (-26%)
Value$301 (-$1.2K)
Filed 2020-05-26
Wolverine Asset Management LLC
DECREASED
Shares206,718 from 271,995
Change-65,277 (-24%)
Value$237 (-$942)
Filed 2020-05-13
Clough Capital Partners L P
NEW
Shares189,210
Change+189,210
Value$218
Filed 2020-05-15
Matisse Capital
DECREASED
Shares175,532 from 221,434
Change-45,902 (-21%)
Value$202 (-$758)
Filed 2020-05-07
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares115,075 from 116,906
Change-1,831 (-2%)
Value$132 (-$375)
Filed 2020-05-08
UBS Group AG
INCREASED
Shares103,950 from 97,086
Change+6,864 (+7%)
Value$119 (-$302)
Filed 2020-05-01
Landscape Capital Management, L.L.C.
INCREASED
Shares101,848 from 82,373
Change+19,475 (+24%)
Value$117 (-$240)
Filed 2020-05-13
Rivernorth Capital Management, LLC
DECREASED
Shares101,251 from 114,146
Change-12,895 (-11%)
Value$116 (-$379)
Filed 2020-05-18
Royal Bank of Canada
INCREASED
Shares74,050 from 66,063
Change+7,987 (+12%)
Value$85 (-$201)
Filed 2020-06-16
Legacy Financial Strategies, LLC
UNCHANGED
Shares59,400 from 59,400
Change0 (0%)
Value$68 (-$190)
Filed 2020-05-04
Guggenheim Capital LLC
DECREASED
Shares56,442 from 65,471
Change-9,029 (-14%)
Value$65 (-$219)
Filed 2020-06-02
Bank of America Corp
DECREASED
Shares55,211 from 75,922
Change-20,711 (-27%)
Value$64 (-$265)
Filed 2020-05-15
Rockefeller Capital Management L.P.
NEW
Shares45,900
Change+45,900
Value$53
Filed 2020-05-12
Goldman Sachs Group Inc
NEW
Shares44,842
Change+44,842
Value$52
Filed 2020-05-15
Osaic Holdings, Inc.
NEW
Shares43,095
Change+43,095
Value$48
Filed 2020-05-18
Ameriprise Financial Inc
INCREASED
Shares38,778 from 20,272
Change+18,506 (+91%)
Value$45 (-$43)
Filed 2020-05-15
Wells Fargo & Company
INCREASED
Shares27,215 from 25,934
Change+1,281 (+5%)
Value$32 (-$80)
Filed 2020-05-14
Creative Planning
NEW
Shares18,000
Change+18,000
Value$21
Filed 2020-05-05
Weather Gauge Advisory, LLC
UNCHANGED
Shares13,050 from 13,050
Change0 (0%)
Value$15 (-$42)
Filed 2020-04-07
Raymond James Financial Services Advisors, Inc.
INCREASED
Shares12,850 from 10,850
Change+2,000 (+18%)
Value$15 (-$32)
Filed 2020-04-21
Two Sigma Securities, LLC
NEW
Shares10,910
Change+10,910
Value$13
Filed 2020-05-15
Squar Milner Financial Services LLC
UNCHANGED
Shares4,575 from 4,575
Change0 (0%)
Value$5 (-$14)
Filed 2020-04-22
FTB Advisors, Inc.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$2 (-$5)
Filed 2020-05-05
Proequities, Inc.
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$1 (-$2)
Filed 2020-05-13
US Bancorp \de\
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$0 (-$2)
Filed 2020-05-13
Advisors Asset Management, Inc.
CLOSED
Shares0 from 177,360
Change-177,360 (-100%)
Value$0 (-$384.8K)
Filed 2026-08-21
Mariner Investment Group LLC
CLOSED
Shares0 from 142,410
Change-142,410 (-100%)
Value$0 (-$617)
Filed 2020-05-15
Curi Capital, LLC
CLOSED
Shares0 from 86,171
Change-86,171 (-100%)
Value$0 (-$374)
Filed 2020-05-11
Almitas Capital LLC
CLOSED
Shares0 from 48,381
Change-48,381 (-100%)
Value$0 (-$210)
Filed 2020-05-14
Geode Capital Management, LLC
CLOSED
Shares0 from 27,547
Change-27,547 (-100%)
Value$0 (-$119)
Filed 2020-05-14
Independent Advisor Alliance
CLOSED
Shares0 from 20,497
Change-20,497 (-100%)
Value$0 (-$89)
Filed 2020-05-14
Baird Financial Group, Inc.
CLOSED
Shares0 from 10,400
Change-10,400 (-100%)
Value$0 (-$45)
Filed 2020-05-14
Advisory Services Network, LLC
CLOSED
Shares0 from 6,594
Change-6,594 (-100%)
Value$0 (-$29)
Filed 2020-05-15
Sowell Financial Services LLC
CLOSED
Shares0 from 1,679
Change-1,679 (-100%)
Value$0 (-$7)
Filed 2020-05-12
Vectors Research Management, LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$2)
Filed 2020-05-14
Citigroup Inc
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$1)
Filed 2020-05-12
Ladenburg Thalmann Financial Services Inc
N/A
Shares— from 45,843
Change-45,843 (-100%)
Value—
Advisor Group, Inc.
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Status
Punch & Associates Investment Management, Inc.
INCREASED575,00064,300+510,700+794%$279$661+$3822020-05-15
Private Advisor Group, LLC
INCREASED404,434274,113+130,321+48%$1.2K$465-$7232020-05-12
Arete Wealth Advisors, LLC
DECREASED331,805333,805-2,000-1%$1.4K$382-$1.1K2020-05-14
CSS LLC
UNCHANGED326,380326,38000%$1.4K$375-$1.0K2020-05-15
Cannell Capital LLCA
NEW304,990—+304,990——$351—2020-05-15
Morgan Stanley
DECREASED261,403355,329-93,926-26%$1.5K$301-$1.2K2020-05-26
Wolverine Asset Management LLC
DECREASED206,718271,995-65,277-24%$1.2K$237-$9422020-05-13
Clough Capital Partners L P
NEW189,210—+189,210——$218—2020-05-15
Matisse Capital
DECREASED175,532221,434-45,902-21%$960$202-$7582020-05-07
Cambridge Investment Research Advisors, Inc.
DECREASED115,075116,906-1,831-2%$507$132-$3752020-05-08
UBS Group AG
INCREASED103,95097,086+6,864+7%$421$119-$3022020-05-01
Landscape Capital Management, L.L.C.
INCREASED101,84882,373+19,475+24%$357$117-$2402020-05-13
Rivernorth Capital Management, LLC
DECREASED101,251114,146-12,895-11%$495$116-$3792020-05-18
Royal Bank of Canada
INCREASED74,05066,063+7,987+12%$286$85-$2012020-06-16
Legacy Financial Strategies, LLC
UNCHANGED59,40059,40000%$258$68-$1902020-05-04
Guggenheim Capital LLC
DECREASED56,44265,471-9,029-14%$284$65-$2192020-06-02
Bank of America Corp
DECREASED55,21175,922-20,711-27%$329$64-$2652020-05-15
Rockefeller Capital Management L.P.
NEW45,900—+45,900——$53—2020-05-12
Goldman Sachs Group Inc
NEW44,842—+44,842——$52—2020-05-15
Osaic Holdings, Inc.
NEW43,095—+43,095——$48—2020-05-18
Ameriprise Financial Inc
INCREASED38,77820,272+18,506+91%$88$45-$432020-05-15
Wells Fargo & Company
INCREASED27,21525,934+1,281+5%$112$32-$802020-05-14
Creative Planning
NEW18,000—+18,000——$21—2020-05-05
Weather Gauge Advisory, LLC
UNCHANGED13,05013,05000%$57$15-$422020-04-07
Raymond James Financial Services Advisors, Inc.
INCREASED12,85010,850+2,000+18%$47$15-$322020-04-21
Two Sigma Securities, LLC
NEW10,910—+10,910——$13—2020-05-15
Squar Milner Financial Services LLC
UNCHANGED4,5754,57500%$19$5-$142020-04-22
FTB Advisors, Inc.
UNCHANGED1,5001,50000%$7$2-$52020-05-05
Proequities, Inc.
UNCHANGED70070000%$3$1-$22020-05-13
US Bancorp \de\
UNCHANGED40040000%$2$0-$22020-05-13
Advisors Asset Management, Inc.
CLOSED0177,360-177,360-100%$384.8K$0-$384.8K2026-08-21
Mariner Investment Group LLC
CLOSED0142,410-142,410-100%$617$0-$6172020-05-15
Curi Capital, LLC
CLOSED086,171-86,171-100%$374$0-$3742020-05-11
Almitas Capital LLC
CLOSED048,381-48,381-100%$210$0-$2102020-05-14
Geode Capital Management, LLC
CLOSED027,547-27,547-100%$119$0-$1192020-05-14
Independent Advisor Alliance
CLOSED020,497-20,497-100%$89$0-$892020-05-14
Baird Financial Group, Inc.
CLOSED010,400-10,400-100%$45$0-$452020-05-14
Advisory Services Network, LLC
CLOSED06,594-6,594-100%$29$0-$292020-05-15
Sowell Financial Services LLC
CLOSED01,679-1,679-100%$7$0-$72020-05-12
Vectors Research Management, LLC
CLOSED0500-500-100%$2$0-$22020-05-14
Citigroup Inc
CLOSED0200-200-100%$1$0-$12020-05-12
Ladenburg Thalmann Financial Services Inc
N/A—45,843-45,843-100%$199———
Advisor Group, Inc.
N/A—15,000-15,000-100%$65———
Showing 43 of 43 institutions