TORTOISE ENERGY INDEPENDENC
CUSIP 89148K101
Tortoise Energy Independenc has 18 institutional holders in Filings Flow’s 13F database, together reporting 1.55M shares worth $6M as of Q3 2019. The largest reported holders are Punch & Associates Investment Management, Inc., Mariner Investment Group LLC, and Private Advisor Group, LLC.
Institutional Holders
18
Q3 2019
Reported Value
$6M
Ticker
unmapped
private placement or foreign
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| MARINER INVESTMENT GROUP LLC$346M AUM | 0.69% | $617,000 | 142.4K | Q4 2019OLDER |
| Almitas Capital LLC$443M AUM | 0.18% | $210,000 | 48.4K | Q4 2019OLDER |
| CANNELL CAPITAL LLC$163M AUM | 0.15% | $351,000 | 305.0K | Q1 2020 |
| Matisse Capital$234M AUM | 0.08% | $202,000 | 175.5K | Q1 2020 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1.7B AUM | 0.08% | $661,000 | 575.0K | Q1 2020 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.08% | $382,000 | 331.8K | Q1 2020 |
| Legacy Financial Strategies, LLC$554M AUM | 0.06% | $68,000 | 59.4K | Q1 2020 |
| CSS LLC/IL$2.1B AUM | 0.03% | $375,000 | 326.4K | Q1 2020 |
| CLOUGH CAPITAL PARTNERS L P$1.0B AUM | 0.02% | $218,000 | 189.2K | Q1 2020 |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV$1.5B AUM | 0.01% | $139,000 | 19.3K | Q2 2019OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.01% | $117,000 | 101.8K | Q1 2020 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $465,000 | 404.4K | Q1 2020 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 0.01% | $116,000 | 101.3K | Q1 2020 |
| Advisors Asset Management, Inc.$6.0B AUM | 0.01% | $384,000 | 88.7K | Q1 2020 |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $89,000 | 20.5K | Q4 2019OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $439,000 | 106.3K | Q4 2019OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 0.00% | $4,000 | 700 | Q2 2019OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $237,000 | 206.7K | Q1 2020 |
| Squar Milner Financial Services LLC$166M AUM | 0.00% | $5,000 | 4.6K | Q1 2020 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $29,000 | 6.6K | Q4 2019OLDER |
| LADENBURG THALMANN FINANCIAL SERVICES INC.$15.9B AUM | 0.00% | $199,000 | 45.8K | Q4 2019OLDER |
| BB&T SECURITIES, LLC$10.9B AUM | 0.00% | $134,000 | 18.7K | Q2 2019OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $16,000 | 2.4K | Q2 2019OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $76,000 | 10.6K | Q2 2019OLDER |
| Vectors Research Management, LLC$342M AUM | 0.00% | $2,000 | 500 | Q4 2019OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $53,000 | 45.9K | Q1 2020 |
| Sowell Financial Services LLC$2.7B AUM | 0.00% | $7,000 | 1.7K | Q4 2019OLDER |
| Advisor Group, Inc.$14.5B AUM | 0.00% | $65,000 | 15.0K | Q4 2019OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.00% | $13,000 | 10.9K | Q1 2020 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $48,000 | 43.1K | Q1 2020 |
| RAYMOND JAMES & ASSOCIATES$164.1B AUM | 0.00% | $131,000 | 18.3K | Q2 2019OLDER |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $2,000 | 1.5K | Q1 2020 |
| LPL Financial LLC$376.6B AUM | 0.00% | $83,000 | 11.6K | Q2 2019OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $45,000 | 10.4K | Q4 2019OLDER |
| Creative Planning$147.4B AUM | 0.00% | $21,000 | 18.0K | Q1 2020 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $190,000 | 26.5K | Q2 2019OLDER |
| Raymond James Financial Services Advisors, Inc.$75.1B AUM | 0.00% | $15,000 | 12.8K | Q1 2020 |
| UBS Group AG$666.3B AUM | 0.00% | $119,000 | 104.0K | Q1 2020 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $238,000 | 55.1K | Q4 2019OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $45,000 | 38.8K | Q1 2020 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.