HolderBook

TORTOISE PIPELINE & ENERGY F (TTP)

Institutional ownership reported to the SEC as of Q3 2024, across 24 quarters.

30
Reporting holders
$32.3M
Reported value
0.0%
Held as options
+5
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Saba Capital Management, L.P.$7.6M181,0930.16%12qHELD
BARD ASSOCIATES INC$5.1M121,3321.75%16q-4.1%-$221.0K
Almitas Capital LLC$5.1M120,4701.80%4q+3.3%+$162.4K
Aristides Capital LLC$2.9M68,0650.89%16q-50.0%-$2.9M
UHLMANN PRICE SECURITIES, LLC$1.8M42,6141.43%newFIRST
Allspring Global Investments Holdings, LLC$1.5M34,7150.00%8q+16.3%+$205.0K
MORGAN STANLEY$1.2M28,5080.00%18q-14.4%-$203.0K
Rockefeller Capital Management L.P.$1.2M27,9290.00%14q+10.6%+$113.2K
D.A. DAVIDSON & CO.$942.2K22,3270.01%11q+30.4%+$219.7K
CSS LLC/IL$899.8K21,3230.04%newNEW
BANK OF MONTREAL /CAN/$572.5K13,2040.00%newNEW
Bulldog Investors, LLP$510.0K12,0850.17%newNEW
WELLS FARGO & COMPANY/MN$509.7K12,0790.00%18q-33.2%-$252.8K
Zimmer Partners, LP$405.6K9,6110.01%7qHELD
BANK OF AMERICA CORP /DE/$368.9K8,7430.00%newNEW
Concorde Asset Management, LLC$324.9K7,7000.18%2q-27.4%-$122.4K
ABSOLUTE INVESTMENT ADVISERS, LLC$281.5K6,6710.04%newNEW
RAYMOND JAMES & ASSOCIATES$261.4K6,1950.00%10q-0.8%-$2.0K
BAYSHORE ASSET MANAGEMENT, LLC$227.5K5,3900.10%newNEW
UBS Group AG$171.9K4,0730.00%18q+149.4%+$103.0K
Thomas J. Herzfeld Advisors, Inc.$116.9K2,7690.04%6q-95.1%-$2.3M
Quarry LP$110.0K2,6060.03%newNEW
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$76.0K1,8000.00%newNEW
OSAIC HOLDINGS, INC.$61.2K1,4510.00%18q-78.3%-$221.6K
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$27.8K6590.01%4q-72.2%-$72.3K
HARBOR INVESTMENT ADVISORY, LLC$23.3K5530.00%18qHELD
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.1K2250.00%14qHELD
Steward Partners Investment Advisory, LLC$8.4K2000.00%newNEW
SIT INVESTMENT ASSOCIATES INC$4.9K116,8930.11%2q+33393.7%+$4.9K
Avior Wealth Management, LLC$4.3K1010.00%15qHELD
QUADRANT CAPITAL GROUP LLC$3.0K710.00%12qHELD
COMMONWEALTH EQUITY SERVICES, LLC$2.0K47,0310.00%8q-2.4%
Cambridge Investment Research Advisors, Inc.$4099,6930.00%11qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202430$32.3M764,5629590.0%
Q2 202425$29.2M808,0384960.0%
Q1 202427$25.3M798,7103960.0%
Q4 202330$21.9M782,81268100.0%
Q3 202326$17.0M607,3993480.0%
Q2 202325$18.5M674,4402760.0%
Q1 202324$17.2M671,1594740.0%
Q4 202220$17.5M650,09823100.0%
Q3 202225$23.6M944,8991480.0%
Q2 202229$24.0M967,60131050.0%
Q1 202228$26.8M914,28955110.0%
Q4 202126$21.5M942,0013670.0%
Q3 202126$21.5M896,1632680.0%
Q2 202127$20.2M844,3403690.0%
Q1 202131$17.1M833,256311100.0%
Q4 202034$14.8M868,12388110.0%
Q3 202026$6.7M560,44356130.0%
Q2 202022$6.6M471,54021010.0%
Q1 202026$4.8M1,803,36241250.0%
Q4 201930$28.3M2,200,85078100.0%
Q3 201926$27.2M2,052,06027120.0%
Q2 201930$30.0M2,088,081212100.0%
Q1 201931$29.2M1,924,24511590.0%
Q4 201833$24.5M1,977,6650020.0%