Tortoise Energy InfrastructTYG

13F holders, Q4 2024 (December 31)
139holders +37
14new positions
6sold out
$42.03avg. 13F price*

At the end of Q4 2024, 139 institutions reported holding Tortoise Energy Infrastruct (TYG) in their 13F filings, up 37 from Q3 2024. 14 opened new positions and 6 sold out. The largest holders were Saba Capital Management, L.P. ($44.1M), Morgan Stanley ($40.4M) and Advisors Asset Management, Inc. ($16.2M).

Company
Tortoise Energy Infrastruct
CUSIP
89147L886
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 109Q1 2024Q2 2024: 107Q2 2024Q3 2024: 102Q3 2024Q4 2024: 139Q4 2024Q1 2025: 136Q1 2025Q2 2025: 132Q2 2025Q3 2025: 143Q3 2025Q4 2025: 163Q4 2025Q1 2026: 158Q1 2026Q2 2026: 166Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions14$4.2M
Exits6$1.1M

All 13F filers, Q3 2024 → Q4 2024: 633,899 shares bought and 463,767 shares sold, net +170,132 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 139 holders

Saba Capital Management, L.P. 1.12% Reduce -6.7% 1,048,879 $44.1M
Morgan Stanley 0.00% Reduce -12.8% 961,532 $40.4M
Advisors Asset Management, Inc. 0.30% Add +10.0% 386,221 $16.2M
Allspring Global Investments Holdings, LLC 0.02% Reduce -13.8% 273,402 $11.5M
Aristides Capital LLC 3.54% Add +8.0% 269,253 $11.3M
Royal Bank of Canada 0.00% Add +21.2% 257,827 $10.8M
Almitas Capital LLC 2.30% Reduce -7.5% 248,666 $10.4M
Wells Fargo & Company 0.00% Add +142.4% 222,159 $9.3M
Sit Investment Associates Inc. 0.18% Add +20.1% 190,690 $8.0M
Bulldog Investors, LLP 2.09% Add +248.1% 190,116 $8.0M
Raymond James Financial Inc. 0.00% — 170,425 $7.2M
Rivernorth Capital Management, LLC 0.34% Add +1.5% 168,308 $7.1M
Thomas J. Herzfeld Advisors, Inc. 1.72% Add +28.8% 127,580 $5.4M
Meixler Investment Management, Ltd. 3.82% Reduce -4.2% 122,642 $5.2M
Arete Wealth Advisors, LLC 0.36% Reduce -10.2% 117,999 $5.0M
American Financial Group Inc. 2.16% No change 110,102 $4.6M
Wealth Enhancement Advisory Services, LLC 0.01% Add +3.7% 103,800 $4.4M
Guggenheim Capital LLC 0.03% Add +3.9% 86,996 $3.7M
Certuity, LLC 0.39% No change 85,000 $3.6M
Zimmer Partners, LP 0.06% Add +0.5% 83,918 $3.5M
Eagle Bluffs Wealth Management LLC 1.89% Reduce -20.9% 83,752 $3.5M
LPL Financial LLC 0.00% Reduce -12.5% 63,148 $2.7M
Bank of America Corp. 0.00% Add +0.6% 61,617 $2.6M
Matisse Capital 1.30% Reduce -30.9% 61,020 $2.6M
Stansberry Asset Management, LLC 0.35% Add +7.6% 60,123 $2.5M
HighTower Advisors, LLC 0.00% Add +72.9% 57,529 $2.4M
UBS Group AG 0.00% Add +5.8% 56,479 $2.4M
180 Wealth Advisors, LLC 0.34% Reduce -3.2% 52,286 $2.2M
De Lisle Partners LLP 0.28% Reduce -31.7% 45,140 $1.9M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -2.6% 43,656 $1.8M
Stifel Financial Corp. 0.00% Add +11.5% 42,923 $1.8M
Janney Montgomery Scott LLC 0.00% Add +0.8% 31,715 $1.3M
Mariner, LLC 0.00% Add +20.4% 31,495 $1.3M
Financial Advocates Investment Management 0.07% Add +1.5% 31,059 $1.3M
Ariadne Wealth Management, LP 0.52% Add +0.8% 25,100 $1.1M
Cohen & Steers, Inc. 0.00% Add +32.5% 26,164 $1.1M
Sanctuary Advisors, LLC 0.01% Add +11.7% 23,841 $1.1M
Invesco Ltd. 0.00% Add +32.8% 25,621 $1.1M
Monetary Management Group Inc. 0.28% Add +29.3% 25,509 $1.1M
Oppenheimer & Co. Inc. 0.01% Add +22.5% 23,744 $997K
Quantedge Capital Pte Ltd 0.36% Reduce -57.0% 23,497 $987K
MGB Wealth Management, LLC 0.30% Add +8.2% 23,037 $968K
Cahill Financial Advisors Inc. 0.13% Reduce -1.4% 22,258 $935K
WNY Asset Management, LLC 0.11% Add +6.8% 21,090 $886K
1620 Investment Advisors, Inc. 0.63% New 19,236 $808K
Bayshore Asset Management, LLC 0.36% Reduce -40.0% 18,679 $785K
Focus Partners Advisor Solutions, LLC 0.01% New 18,679 $785K
Quadrant Private Wealth Management, LLC 0.19% Reduce -2.6% 18,472 $776K
Robinson Capital Management, LLC 0.30% Add +5.5% 17,437 $732K
LaSalle St. Investment Advisors, LLC 0.22% Add +46.8% 16,915 $710K
Commonwealth Equity Services, LLC 0.00% Reduce -1.3% 16,082 $675K
Bard Associates Inc. 0.23% Add +75.3% 15,895 $668K
Concorde Asset Management, LLC 0.34% Reduce -5.8% 15,303 $643K
Americana Partners, LLC 0.03% No change 15,297 $642K
John G Ullman & Associates Inc. 0.09% No change 15,241 $640K
NewEdge Wealth, LLC 0.01% Add +15.7% 13,462 $565K
D.A. Davidson & Co. 0.00% Add +15.1% 13,393 $563K
Uhlmann Price Securities, LLC 0.41% Add +13.6% 12,840 $539K
Samalin Investment Counsel, LLC 0.22% Add +1.4% 12,441 $523K
Steward Partners Investment Advisory, LLC 0.00% Reduce -1.7% 12,192 $512K
Diversified Trust Co. 0.01% Reduce -3.5% 11,466 $482K
Kercheville Advisors, LLC 0.19% Add +1.8% 11,436 $480K
CSS LLC 0.09% Add +35.1% 11,418 $480K
MAI Capital Management 0.00% New 11,399 $479K
Cetera Investment Advisers 0.00% Add +7.7% 10,870 $457K
Cornerstone Advisory, LLC 0.05% Reduce -24.4% 9,848 $448K
Next Capital Management LLC 0.17% No change 9,770 $410K
Moors & Cabot, Inc. 0.02% Reduce -7.0% 9,527 $400K
Old Port Advisors 0.11% Reduce -1.7% 9,469 $398K
Laird Norton Wetherby Wealth Management, LLC 0.02% No change 8,610 $362K
Calamos Advisors LLC 0.00% Add +25.9% 7,824 $329K
DAVENPORT & Co LLC 0.00% Add +13.6% 7,622 $320K
Values Added Financial LLC 0.18% New 7,334 $308K
Northeast Financial Consultants Inc 0.01% No change 7,000 $294K
LongView Wealth Management 0.09% New 6,990 $294K
Cary Street Partners Financial LLC 0.01% — 6,470 $272K
Catalina Capital Group, LLC 0.09% New 6,332 $266K
Verity Asset Management, Inc. 0.14% New 5,974 $251K
Moneco Advisors, LLC 0.03% New 5,910 $248K
Jaffetilchin Investment Partners, LLC 0.02% Add +13.3% 5,239 $220K
NewEdge Advisors, LLC 0.00% New 5,223 $219K
Absolute Investment Advisers, LLC 0.03% New 5,086 $214K
First National Bank of Mount Dora, Trust Investment Services 0.05% New 4,892 $205K
Ancora Advisors LLC 0.00% Reduce -30.8% 4,327 $182K
Blue Bell Private Wealth Management, LLC 0.03% Reduce -2.3% 4,174 $175K
Harbour Investments, Inc. 0.01% Reduce -6.0% 4,160 $175K
Eastern Bank 0.00% New 2,952 $124K
Osaic Holdings, Inc. 0.00% Reduce -5.5% 2,575 $108K
Cwm, LLC 0.00% Reduce -7.0% 2,500 $105K
Montag A & Associates Inc. 0.00% No change 2,339 $98K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% No change 2,100 $88K
Whittier Trust Co. 0.00% No change 2,000 $84K
Quarry LP 0.02% Add +1.6% 1,960 $82K
JNBA Financial Advisors 0.01% No change 1,372 $58K
Clearstead Advisors, LLC 0.00% Add +2.6% 1,286 $54K
Northwestern Mutual Wealth Management Co. 0.00% Add +1.6% 1,270 $53K
Venturi Wealth Management, LLC 0.00% No change 1,125 $47K
Principal Securities, Inc. 0.00% Add +17.8% 1,085 $46K
CIBC Private Wealth Group LLC 0.00% Reduce -54.2% 1,002 $44K
Spire Wealth Management 0.00% Reduce -40.6% 954 $40K

"% of holder's portfolio" is TYG's weight in each manager's 13F, not the share of Tortoise Energy Infrastruct the manager owns.

Show all 139 holders