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Tortoise Energy Independenc

Q2 2024 vs Q3 2024

Comparing institutional holders between quarters

Quarters

Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Saba Capital Management, L.P.A
UNCHANGED
Shares169,805 from 169,805
Change0 (0%)
Value$6.4M (+$248.6K)
Filed 2024-11-14
Bulldog Investors, LLPA
DECREASED
Shares85,609 from 101,357
Change-15,748 (-16%)
Value$3.2M (-$444.7K)
Filed 2024-11-14
Aristides Capital LLC
INCREASED
Shares64,607 from 64,191
Change+416 (+1%)
Value$2.4M (+$109.6K)
Filed 2024-11-14
Thomas J. Herzfeld Advisors, Inc.
DECREASED
Shares63,784 from 84,389
Change-20,605 (-24%)
Value$2.4M (-$652.3K)
Filed 2024-11-12
1607 Capital Partners, LLC
UNCHANGED
Shares62,741 from 62,741
Change0 (0%)
Value$2.4M (+$91.9K)
Filed 2024-11-14
Almitas Capital LLC
INCREASED
Shares42,888 from 15,093
Change+27,795 (+184%)
Value$1.6M (+$1.1M)
Filed 2024-11-14
Rivernorth Capital Management, LLC
UNCHANGED
Shares36,045 from 36,045
Change0 (0%)
Value$1.4M (+$52.8K)
Filed 2024-12-03
Morgan Stanley
DECREASED
Shares25,257 from 30,391
Change-5,134 (-17%)
Value$951.0K (-$148.8K)
Filed 2025-05-14
CSS LLC
NEW
Shares23,055
Change+23,055
Value$868.1K
Filed 2024-11-14
Bayshore Asset Management, LLC
NEW
Shares18,960
Change+18,960
Value$713.9K
Filed 2024-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares17,593 from 17,427
Change+166 (+1%)
Value$662 (+$31)
Filed 2024-10-28
Osaic Holdings, Inc.
DECREASED
Shares15,783 from 16,993
Change-1,210 (-7%)
Value$594.1K (-$20.8K)
Filed 2024-11-13
Commonwealth Equity Services, LLC
INCREASED
Shares11,710 from 11,520
Change+190 (+2%)
Value$441 (+$24)
Filed 2024-10-18
Susquehanna International Group, LLP
NEW
Shares9,459
Change+9,459
Value$356.2K
Filed 2024-11-14
Absolute Investment Advisers, LLC
NEW
Shares8,929
Change+8,929
Value$336.2K
Filed 2025-01-30
Blue Bell Private Wealth Management, LLC
DECREASED
Shares8,139 from 12,807
Change-4,668 (-36%)
Value$306.5K (-$157.0K)
Filed 2024-10-29
Zimmer Partners, LP
UNCHANGED
Shares7,766 from 7,766
Change0 (0%)
Value$292.4K (+$11.4K)
Filed 2024-11-14
Yakira Capital Management, Inc.
NEW
Shares6,632
Change+6,632
Value$249.7K
Filed 2024-11-13
LPL Financial LLC
NEW
Shares5,532
Change+5,532
Value$208.3K
Filed 2024-11-08
Allspring Global Investments Holdings, LLC
DECREASED
Shares5,073 from 13,941
Change-8,868 (-64%)
Value$191.0K (-$313.5K)
Filed 2024-10-18
SIT Investment Associates Inc
NEW
Shares5,000
Change+5,000
Value$188
Filed 2024-11-13
Wolverine Asset Management LLC
NEW
Shares3,927
Change+3,927
Value$147.9K
Filed 2024-11-04
Quarry LP
NEW
Shares3,487
Change+3,487
Value$131.3K
Filed 2024-11-14
Royal Bank of Canada
DECREASED
Shares1,900 from 2,127
Change-227 (-11%)
Value$72.0K (-$5.0K)
Filed 2024-11-14
UBS Group AG
DECREASED
Shares829 from 930
Change-101 (-11%)
Value$31.2K (-$2.4K)
Filed 2024-11-14
Wells Fargo & Company
UNCHANGED
Shares692 from 692
Change0 (0%)
Value$26.1K (+$1.0K)
Filed 2024-11-13
Beaird Harris Wealth Management, LLC
DECREASED
Shares40 from 57
Change-17 (-30%)
Value$1.5K (-$556)
Filed 2024-12-02
US Bancorp \de\
NEW
Shares38
Change+38
Value$1.4K
Filed 2024-10-28
Bank of America Corp
CLOSED
Shares0 from 14,227
Change-14,227 (-100%)
Value$0 (-$514.9K)
Filed 2025-03-18
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-10-10
Benjamin F. Edwards & Company, Inc.
N/A
Shares— from 31
Change-31 (-100%)
Value—
Status
Saba Capital Management, L.P.A
UNCHANGED169,805169,80500%$6.1M$6.4M+$248.6K2024-11-14
Bulldog Investors, LLPA
DECREASED85,609101,357-15,748-16%$3.7M$3.2M-$444.7K2024-11-14
Aristides Capital LLC
INCREASED64,60764,191+416+1%$2.3M$2.4M+$109.6K2024-11-14
Thomas J. Herzfeld Advisors, Inc.
DECREASED63,78484,389-20,605-24%$3.1M$2.4M-$652.3K2024-11-12
1607 Capital Partners, LLC
UNCHANGED62,74162,74100%$2.3M$2.4M+$91.9K2024-11-14
Almitas Capital LLC
INCREASED42,88815,093+27,795+184%$546.2K$1.6M+$1.1M2024-11-14
Rivernorth Capital Management, LLC
UNCHANGED36,04536,04500%$1.3M$1.4M+$52.8K2024-12-03
Morgan Stanley
DECREASED25,25730,391-5,134-17%$1.1M$951.0K-$148.8K2025-05-14
CSS LLC
NEW23,055—+23,055——$868.1K—2024-11-14
Bayshore Asset Management, LLC
NEW18,960—+18,960——$713.9K—2024-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED17,59317,427+166+1%$631$662+$312024-10-28
Osaic Holdings, Inc.
DECREASED15,78316,993-1,210-7%$614.8K$594.1K-$20.8K2024-11-13
Commonwealth Equity Services, LLC
INCREASED11,71011,520+190+2%$417$441+$242024-10-18
Susquehanna International Group, LLP
NEW9,459—+9,459——$356.2K—2024-11-14
Absolute Investment Advisers, LLC
NEW8,929—+8,929——$336.2K—2025-01-30
Blue Bell Private Wealth Management, LLC
DECREASED8,13912,807-4,668-36%$463.5K$306.5K-$157.0K2024-10-29
Zimmer Partners, LP
UNCHANGED7,7667,76600%$281.1K$292.4K+$11.4K2024-11-14
Yakira Capital Management, Inc.
NEW6,632—+6,632——$249.7K—2024-11-13
LPL Financial LLC
NEW5,532—+5,532——$208.3K—2024-11-08
Allspring Global Investments Holdings, LLC
DECREASED5,07313,941-8,868-64%$504.5K$191.0K-$313.5K2024-10-18
SIT Investment Associates Inc
NEW5,000—+5,000——$188—2024-11-13
Wolverine Asset Management LLC
NEW3,927—+3,927——$147.9K—2024-11-04
Quarry LP
NEW3,487—+3,487——$131.3K—2024-11-14
Royal Bank of Canada
DECREASED1,9002,127-227-11%$77.0K$72.0K-$5.0K2024-11-14
UBS Group AG
DECREASED829930-101-11%$33.7K$31.2K-$2.4K2024-11-14
Wells Fargo & Company
UNCHANGED69269200%$25.1K$26.1K+$1.0K2024-11-13
Beaird Harris Wealth Management, LLC
DECREASED4057-17-30%$2.1K$1.5K-$5562024-12-02
US Bancorp \de\
NEW38—+38——$1.4K—2024-10-28
Bank of America Corp
CLOSED014,227-14,227-100%$514.9K$0-$514.9K2025-03-18
Proequities, Inc.
UNCHANGED000—$0$0$02024-10-10
Benjamin F. Edwards & Company, Inc.
N/A—31-31-100%$1———
Showing 31 of 31 institutions