Tortoise Energy InfrastructTYG
13F holders, Q1 2025 (March 31)136holders −3
18new positions
20sold out
$43.01avg. 13F price*
At the end of Q1 2025, 136 institutions reported holding Tortoise Energy Infrastruct (TYG) in their 13F filings, down 3 from Q4 2024. 18 opened new positions and 20 sold out. The largest holders were Morgan Stanley ($42.5M), Saba Capital Management, L.P. ($31.7M) and Advisors Asset Management, Inc. ($18.3M).
- Company
- Tortoise Energy Infrastruct
- CUSIP
- 89147L886
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $9.3M |
| Exits | 20 | $17.9M |
All 13F filers, Q4 2024 → Q1 2025: 519,350 shares bought and 1,394,175 shares sold, net −874,825 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 136 holders
| Morgan Stanley | 0.00% | Add +2.7% | 987,239 | $42.5M |
| Saba Capital Management, L.P. | 0.88% | Reduce -29.7% | 737,461 | $31.7M |
| Advisors Asset Management, Inc. | 0.34% | Add +10.3% | 425,793 | $18.3M |
| Raymond James Financial Inc. | 0.00% | Add +50.6% | 256,729 | $11.1M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -8.1% | 251,378 | $10.8M |
| Royal Bank of Canada | 0.00% | Reduce -3.6% | 248,431 | $10.7M |
| Wells Fargo & Company | 0.00% | Add +8.2% | 240,406 | $10.3M |
| Sit Investment Associates Inc. | 0.14% | Reduce -25.9% | 141,338 | $6.1M |
| Bulldog Investors, LLP | 1.49% | Reduce -33.0% | 127,349 | $5.5M |
| Arete Wealth Advisors, LLC | 0.40% | Add +2.6% | 121,027 | $5.2M |
| Aristides Capital LLC | 1.87% | Reduce -56.5% | 117,102 | $5.0M |
| Penserra Capital Management LLC | 0.09% | New | 115,265 | $5.0M |
| American Financial Group Inc. | 2.08% | No change | 110,102 | $4.7M |
| Thomas J. Herzfeld Advisors, Inc. | 1.55% | Reduce -17.1% | 105,767 | $4.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.6% | 105,434 | $4.5M |
| Meixler Investment Management, Ltd. | 3.09% | Reduce -15.4% | 103,747 | $4.5M |
| Guggenheim Capital LLC | 0.04% | Add +16.9% | 101,721 | $4.4M |
| LPL Financial LLC | 0.00% | Add +60.5% | 101,371 | $4.4M |
| Certuity, LLC | 0.38% | No change | 85,000 | $3.7M |
| Zimmer Partners, LP | 0.07% | No change | 83,918 | $3.6M |
| Eagle Bluffs Wealth Management LLC | 1.90% | Reduce -0.1% | 83,627 | $3.6M |
| Bank of America Corp. | 0.00% | Add +12.2% | 69,142 | $3.0M |
| 180 Wealth Advisors, LLC | 0.33% | Reduce -6.8% | 48,732 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.2% | 45,062 | $1.9M |
| UBS Group AG | 0.00% | Reduce -24.3% | 42,768 | $1.8M |
| De Lisle Partners LLP | 0.29% | Reduce -11.1% | 40,140 | $1.7M |
| Invesco Ltd. | 0.00% | Add +52.8% | 39,151 | $1.7M |
| Monetary Management Group Inc. | 0.43% | Add +44.0% | 36,730 | $1.6M |
| Mariner, LLC | 0.00% | Add +14.6% | 36,100 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +2.8% | 32,598 | $1.4M |
| Almitas Capital LLC | 0.46% | Reduce -87.0% | 32,261 | $1.4M |
| Stifel Financial Corp. | 0.00% | Reduce -29.2% | 30,372 | $1.3M |
| Cohen & Steers, Inc. | 0.00% | No change | 26,164 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Add +8.8% | 25,844 | $1.1M |
| Ariadne Wealth Management, LP | 0.53% | No change | 25,100 | $1.0M |
| MGB Wealth Management, LLC | 0.36% | Add +1.1% | 23,295 | $1.0M |
| Cahill Financial Advisors Inc. | 0.13% | Reduce -2.8% | 21,644 | $932K |
| Strategic Advocates LLC | 0.32% | New | 21,229 | $914K |
| Commonwealth Equity Services, LLC | 0.00% | Add +21.9% | 19,603 | $844K |
| HighTower Advisors, LLC | 0.00% | Reduce -66.2% | 19,459 | $838K |
| 1620 Investment Advisors, Inc. | 0.65% | Add +0.8% | 19,380 | $834K |
| Quadrant Private Wealth Management, LLC | 0.20% | No change | 18,472 | $795K |
| LaSalle St. Investment Advisors, LLC | 0.18% | Add +6.2% | 17,955 | $772K |
| WNY Asset Management, LLC | 0.09% | Reduce -16.9% | 17,520 | $754K |
| Robinson Capital Management, LLC | 0.31% | No change | 17,437 | $751K |
| Bard Associates Inc. | 0.26% | No change | 15,895 | $684K |
| John G Ullman & Associates Inc. | 0.10% | No change | 15,241 | $656K |
| Segment Wealth Management, LLC | 0.04% | New | 15,000 | $646K |
| D.A. Davidson & Co. | 0.00% | Add +4.7% | 14,022 | $604K |
| Kercheville Advisors, LLC | 0.24% | Add +21.6% | 13,901 | $598K |
| NewEdge Wealth, LLC | 0.01% | No change | 13,462 | $580K |
| ArchPoint Investors | 0.19% | New | 13,329 | $574K |
| Uhlmann Price Securities, LLC | 0.41% | Add +1.9% | 13,085 | $563K |
| Samalin Investment Counsel, LLC | 0.22% | Add +1.9% | 12,684 | $546K |
| Concorde Asset Management, LLC | 0.29% | Reduce -5.6% | 14,448 | $545K |
| Osaic Holdings, Inc. | 0.00% | Add +374.6% | 12,221 | $526K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 12,192 | $525K |
| MAI Capital Management | 0.00% | Reduce -1.4% | 11,237 | $484K |
| Cetera Investment Advisers | 0.00% | Add +0.6% | 10,940 | $471K |
| Calamos Advisors LLC | 0.00% | Add +25.9% | 9,847 | $424K |
| Old Port Advisors | 0.12% | Reduce -1.1% | 9,364 | $403K |
| Verity Asset Management, Inc. | 0.16% | Add +53.1% | 9,149 | $394K |
| Cornerstone Advisory, LLC | 0.05% | Add +0.2% | 9,871 | $388K |
| Diversified Trust Co. | 0.01% | Reduce -24.1% | 8,707 | $375K |
| CSS LLC | 0.07% | Reduce -24.1% | 8,671 | $373K |
| Private Advisor Group, LLC | 0.00% | New | 7,866 | $339K |
| NWF Advisory Services Inc. | 0.05% | New | 7,800 | $336K |
| DAVENPORT & Co LLC | 0.00% | Add +1.6% | 7,748 | $334K |
| Moors & Cabot, Inc. | 0.02% | Reduce -21.3% | 7,495 | $323K |
| Fiduciary Alliance LLC | 0.03% | New | 7,454 | $321K |
| Eastern Bank | 0.01% | Add +137.2% | 7,001 | $301K |
| Northeast Financial Consultants Inc | 0.01% | No change | 7,000 | $301K |
| Benjamin Edwards Inc. | 0.00% | New | 6,940 | $299K |
| Cary Street Partners Financial LLC | 0.01% | No change | 6,470 | $279K |
| Catalina Capital Group, LLC | 0.18% | No change | 6,332 | $273K |
| Quantedge Capital Pte Ltd | 0.08% | Reduce -74.0% | 6,097 | $262K |
| NewEdge Advisors, LLC | 0.00% | Add +9.6% | 5,723 | $246K |
| Values Added Financial LLC | 0.14% | Reduce -22.1% | 5,716 | $246K |
| Integrated Wealth Concepts LLC | 0.00% | New | 5,622 | $242K |
| Harbour Investments, Inc. | 0.01% | Add +31.3% | 5,460 | $235K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +2.4% | 5,365 | $231K |
| North Ground Capital | 0.23% | New | 5,589 | $223K |
| Absolute Investment Advisers, LLC | 0.03% | No change | 5,086 | $219K |
| Commerce Bank | 0.00% | New | 5,050 | $217K |
| First National Bank of Mount Dora, Trust Investment Services | 0.05% | No change | 4,892 | $211K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 4,699 | $202K |
| Ancora Advisors LLC | 0.00% | Add +1.7% | 4,401 | $189K |
| Blue Bell Private Wealth Management, LLC | 0.03% | Reduce -2.4% | 4,074 | $175K |
| CIBC Private Wealth Group LLC | 0.00% | Add +190.1% | 2,907 | $103K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | No change | 2,100 | $90K |
| Whittier Trust Co. | 0.00% | No change | 2,000 | $86K |
| Cwm, LLC | 0.00% | Reduce -20.0% | 2,000 | $86K |
| Quarry LP | 0.02% | No change | 1,960 | $84K |
| Spire Wealth Management | 0.00% | Add +68.9% | 1,611 | $69K |
| Montag A & Associates Inc. | 0.00% | Reduce -42.8% | 1,339 | $58K |
| Clearstead Advisors, LLC | 0.00% | Add +2.5% | 1,318 | $57K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,270 | $55K |
| Farther Finance Advisors, LLC | 0.00% | Add +756.6% | 1,225 | $53K |
| Principal Securities, Inc. | 0.00% | No change | 1,085 | $46K |
| Comerica Bank | 0.00% | No change | 942 | $41K |
"% of holder's portfolio" is TYG's weight in each manager's 13F, not the share of Tortoise Energy Infrastruct the manager owns.