Tortoise Energy IndependenceXNDPX
13F holders, Q3 2024 (September 30)29holders +9
10new positions
0sold out
$37.65avg. 13F price*
At the end of Q3 2024, 29 institutions reported holding Tortoise Energy Independence (XNDPX) in their 13F filings, up 9 from Q2 2024. 10 opened new positions and 0 sold out. The largest holders were Saba Capital Management, L.P. ($6.4M), Bulldog Investors, LLP ($3.2M) and Aristides Capital LLC ($2.4M).
- Company
- Tortoise Energy Independence
- CUSIP
- 89148K200
- Latest filing quarter
- Q3 2024
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.2M |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 113,586 shares bought and 56,578 shares sold, net +57,008 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Saba Capital Management, L.P. | 0.14% | No change | 169,805 | $6.4M |
| Bulldog Investors, LLP | 1.08% | Reduce -15.5% | 85,609 | $3.2M |
| Aristides Capital LLC | 1.01% | Add +0.7% | 64,607 | $2.4M |
| Thomas J. Herzfeld Advisors, Inc. | 0.80% | Reduce -24.4% | 63,784 | $2.4M |
| 1607 Capital Partners, LLC | 0.22% | No change | 62,741 | $2.4M |
| Almitas Capital LLC | 0.57% | Add +184.2% | 42,888 | $1.6M |
| Rivernorth Capital Management, LLC | 0.07% | No change | 36,045 | $1.4M |
| Morgan Stanley | 0.00% | Reduce -16.9% | 25,257 | $951K |
| CSS LLC | 0.16% | New | 23,055 | $868K |
| Bayshore Asset Management, LLC | 0.32% | New | 18,960 | $714K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.9% | 17,593 | $662K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.1% | 15,783 | $594K |
| Bank of America Corp. | 0.00% | No change | 14,227 | $536K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.6% | 11,710 | $441K |
| Susquehanna International Group, LLP | 0.00% | New | 9,459 | $356K |
| Absolute Investment Advisers, LLC | 0.05% | New | 8,929 | $336K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Reduce -36.5% | 8,139 | $306K |
| Zimmer Partners, LP | 0.01% | No change | 7,766 | $292K |
| Yakira Capital Management, Inc. | 0.10% | New | 6,632 | $250K |
| LPL Financial LLC | 0.00% | New | 5,532 | $208K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -63.6% | 5,073 | $191K |
| Sit Investment Associates Inc. | 0.00% | New | 5,000 | $188K |
| Wolverine Asset Management LLC | 0.01% | New | 3,927 | $148K |
| Quarry LP | 0.04% | New | 3,487 | $131K |
| Royal Bank of Canada | 0.00% | Reduce -10.7% | 1,900 | $72K |
| UBS Group AG | 0.00% | Reduce -10.9% | 829 | $31K |
| Wells Fargo & Company | 0.00% | No change | 692 | $26K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -29.8% | 40 | $2K |
| US Bancorp \de | 0.00% | New | 38 | $1K |
"% of holder's portfolio" is XNDPX's weight in each manager's 13F, not the share of Tortoise Energy Independence the manager owns.