TORTOISE MIDSTRM ENERGY FD I
CUSIP 89148B200
Tortoise Midstrm Energy Fd I has 48 institutional holders in Filings Flow’s 13F database, together reporting 1.19M shares worth $38M as of Q4 2022. The largest reported holders are Almitas Capital LLC, Rivernorth Capital Management, LLC, and Aristides Capital LLC.
Institutional Holders
48
Q4 2022
Reported Value
$38M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Almitas Capital LLC$443M AUM | 3.61% | $10M | 215.0K | Q3 2024OLDER |
| Meixler Investment Management, Ltd.$186M AUM | 3.59% | $5M | 102.4K | Q3 2024OLDER |
| Aristides Capital LLC$462M AUM | 1.55% | $5M | 105.3K | Q3 2024OLDER |
| Bulldog Investors, LLP$445M AUM | 0.70% | $2M | 43.7K | Q3 2024OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.35% | $617,890 | 13.0K | Q3 2024OLDER |
| UHLMANN PRICE SECURITIES, LLC$1.5B AUM | 0.34% | $429,503 | 9.0K | Q2 2025 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 0.31% | $6M | 132.7K | Q3 2024OLDER |
| Ariadne Wealth Management, LP$223M AUM | 0.30% | $554,844 | 10.5K | Q3 2024OLDER |
| STANSBERRY ASSET MANAGEMENT, LLC$973M AUM | 0.27% | $2M | 44.7K | Q3 2024OLDER |
| BAYSHORE ASSET MANAGEMENT, LLC$251M AUM | 0.23% | $518,267 | 10.9K | Q3 2024OLDER |
| ROBINSON CAPITAL MANAGEMENT, LLC$239M AUM | 0.22% | $634,800 | 13.2K | Q3 2024OLDER |
| Quantedge Capital Pte Ltd$183M AUM | 0.18% | $619,221 | 13.0K | Q3 2024OLDER |
| Kercheville Advisors, LLC$313M AUM | 0.18% | $427,038 | 9.0K | Q3 2024OLDER |
| Matisse Capital$234M AUM | 0.15% | $316,312 | 6.7K | Q3 2024OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.12% | $858,809 | 18.1K | Q3 2024OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.07% | $4M | 80.1K | Q3 2024OLDER |
| Cornerstone Advisory, LLC$1.1B AUM | 0.07% | $495,225 | 10.4K | Q3 2024OLDER |
| Financial Advocates Investment Management$178M AUM | 0.05% | $893,477 | 18.8K | Q3 2024OLDER |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1.4B AUM | 0.04% | $475,300 | 10.0K | Q3 2024OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.02% | $389,746 | 8.2K | Q3 2024OLDER |
| Quarry LP$558M AUM | 0.02% | $73,339 | 1.5K | Q3 2024OLDER |
| Zimmer Partners, LP$4.1B AUM | 0.02% | $877,641 | 18.5K | Q3 2024OLDER |
| CSS LLC/IL$2.1B AUM | 0.01% | $321,445 | 6.8K | Q3 2024OLDER |
| Diversified Trust Co$5.4B AUM | 0.01% | $451,867 | 9.5K | Q3 2024OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.01% | $50,857 | 1.1K | Q3 2024OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $442,457 | 9.3K | Q3 2024OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $155,423 | 3.3K | Q3 2024OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $407,570 | 8.6K | Q3 2024OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $599,497 | 12.6K | Q3 2024OLDER |
| EVERETT HARRIS & CO /CA/$7.8B AUM | 0.00% | $251,909 | 5.3K | Q3 2024OLDER |
| Addison Advisors LLC$452M AUM | 0.00% | $7,890 | 166 | Q3 2024OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 26.6K | Q3 2024OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $893,516 | 18.8K | Q4 2024OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $236,367 | 5.0K | Q3 2024OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $628,489 | 13.2K | Q3 2024OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $35,048 | 737 | Q3 2024OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $7,742 | 163 | Q3 2024OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $19,487 | 410 | Q3 2024OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $201 | 4.2K | Q3 2024OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $4,278 | 90 | Q3 2024OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $920,656 | 19.4K | Q3 2024OLDER |
| RAYMOND JAMES & ASSOCIATES$164.1B AUM | 0.00% | $290,313 | 6.1K | Q3 2024OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $733,626 | 15.4K | Q3 2024OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $47,293 | 993 | Q4 2024OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $26,712 | 562 | Q3 2024OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.00% | $612 | 13 | Q3 2024OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $415,792 | 8.7K | Q3 2024OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $4,568 | 86 | Q4 2024OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.00% | $1,568 | 33 | Q3 2024OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $26,142 | 550 | Q3 2024OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $47,530 | 1.0K | Q3 2024OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $7 | 150 | Q3 2024OLDER |
| Silicon Valley Capital Partners$1.0B AUM | 0.00% | $194 | 4 | Q3 2024OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.