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Tortoise Energy Independenc

CUSIP: 89148K200 | 66 institutional holders

Quarters

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

Saba Capital Management, L.P.A169,805
0.1% of portfolio›$6.4M
Bulldog Investors, LLPA85,609
1.1% of portfolio›$3.2M
Aristides Capital LLC64,607
0.8% of portfolio›$2.4M
Thomas J. Herzfeld Advisors, Inc.63,784
0.8% of portfolio›$2.4M
1607 Capital Partners, LLC62,741
0.2% of portfolio›$2.4M
Almitas Capital LLC42,888
0.6% of portfolio›$1.6M
Rivernorth Capital Management, LLC36,045
0.1% of portfolio›$1.4M
Morgan Stanley25,257
0.0% of portfolio›$951.0K
CSS LLC23,055
0.0% of portfolio›$868.1K
Bayshore Asset Management, LLC18,960
0.3% of portfolio›$713.9K
Cambridge Investment Research Advisors, Inc.17,593
0.0% of portfolio›$662
Osaic Holdings, Inc.15,783
0.0% of portfolio›$594.1K
Commonwealth Equity Services, LLC11,710
0.0% of portfolio›$441
Susquehanna International Group, LLP9,459
0.0% of portfolio›$356.2K
Absolute Investment Advisers, LLC8,929
0.0% of portfolio›$336.2K
Blue Bell Private Wealth Management, LLC8,139
0.1% of portfolio›$306.5K
Zimmer Partners, LP7,766
0.0% of portfolio›$292.4K
Yakira Capital Management, Inc.6,632
0.1% of portfolio›$249.7K
LPL Financial LLC5,532
0.0% of portfolio›$208.3K
Allspring Global Investments Holdings, LLC5,073
0.0% of portfolio›$191.0K
SIT Investment Associates Inc5,000
0.0% of portfolio›$188
Wolverine Asset Management LLC3,927
0.0% of portfolio›$147.9K
Quarry LP3,487
0.0% of portfolio›$131.3K
Royal Bank of Canada1,900
0.0% of portfolio›$72.0K
UBS Group AG829
0.0% of portfolio›$31.2K
Wells Fargo & Company692
0.0% of portfolio›$26.1K
Beaird Harris Wealth Management, LLC40
0.0% of portfolio›$1.5K
US Bancorp \de\38
0.0% of portfolio›$1.4K
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Saba Capital Management, L.P.Activist
169,805$6.4M0.1%YieldMediumNew York, NY2024-11-14
Bulldog Investors, LLPActivist
85,609$3.2M1.1%YieldHighSaddle Brook, NJ2024-11-14
Aristides Capital LLC
64,607$2.4M0.8%ValueHighLouisville, KY2024-11-14
Thomas J. Herzfeld Advisors, Inc.
63,784$2.4M0.8%YieldHighMiami Beach, FL2024-11-12
1607 Capital Partners, LLC
62,741$2.4M0.2%YieldMediumRichmond, VA2024-11-14
Almitas Capital LLC
42,888$1.6M0.6%YieldMediumSanta Monica, CA2024-11-14
Rivernorth Capital Management, LLC
36,045$1.4M0.1%YieldHighWest Palm Beach, FL2024-12-03
Morgan Stanley
25,257$951.0K0.0%CoreLowNew York, NY2025-05-14
CSS LLC
23,055$868.1K0.0%Deep ValueHighChicago, IL2024-11-14
Bayshore Asset Management, LLC
18,960$713.9K0.3%ETFVery LowCoral Gables, FL2024-10-21
Cambridge Investment Research Advisors, Inc.
17,593$6620.0%ETFLowFairfield, IA2024-10-28
Osaic Holdings, Inc.
15,783$594.1K0.0%IndexLowScottsdale, AZ2024-11-13
Commonwealth Equity Services, LLC
11,710$4410.0%ETFLowWaltham, MA2024-10-18
Susquehanna International Group, LLP
9,459$356.2K0.0%GrowthHighBala Cynwyd, PA2024-11-14
Absolute Investment Advisers, LLC
8,929$336.2K0.0%YieldHighRosemary Beach, FL2025-01-30
Blue Bell Private Wealth Management, LLC
8,139$306.5K0.1%YieldVery LowBlue Bell, PA2024-10-29
Zimmer Partners, LP
7,766$292.4K0.0%YieldVery HighNew York, NY2024-11-14
Yakira Capital Management, Inc.
6,632$249.7K0.1%YieldVery HighWestport, CT2024-11-13
LPL Financial LLC
5,532$208.3K0.0%IndexVery LowFort Mill, SC2024-11-08
Allspring Global Investments Holdings, LLC
5,073$191.0K0.0%CoreMediumCharlotte, NC2024-10-18
SIT Investment Associates Inc
5,000$1880.0%YieldLowMinneapolis, MN2024-11-13
Wolverine Asset Management LLC
3,927$147.9K0.0%Deep ValueVery HighChicago, IL2024-11-04
Quarry LP
3,487$131.3K0.0%YieldVery HighNew York, NY2024-11-14
Royal Bank of Canada
1,900$72.0K0.0%CoreLowToronto, Australia2024-11-14
UBS Group AG
829$31.2K0.0%CoreMediumZurich, Switzerland2024-11-14
Wells Fargo & Company
692$26.1K0.0%CoreLowSan Francisco, CA2024-11-13
Beaird Harris Wealth Management, LLC
40$1.5K0.0%ETFLowDallas, TX2024-12-02
US Bancorp \de\
38$1.4K0.0%IndexLowMinneapolis, MN2024-10-28
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2024-10-10