Tortoise Energy IndependenceXNDPX
13F holders, Q1 2024 (March 31)22holders
$33.72avg. 13F price*
At the end of Q1 2024, 22 institutions reported holding Tortoise Energy Independence (XNDPX) in their 13F filings. The largest holders were Saba Capital Management, L.P. ($5.5M), Bulldog Investors, LLP ($3.5M) and Thomas J. Herzfeld Advisors, Inc. ($3.0M).
- Company
- Tortoise Energy Independence
- CUSIP
- 89148K200
- Latest filing quarter
- Q3 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $321K |
| Exits | 5 | $1.5M |
Ownership 22 holders
| Saba Capital Management, L.P. | 0.12% | Add +21.0% | 162,118 | $5.5M |
| Bulldog Investors, LLP | 1.16% | Add +0.6% | 104,050 | $3.5M |
| Thomas J. Herzfeld Advisors, Inc. | 1.06% | Reduce -2.7% | 89,149 | $3.0M |
| 1607 Capital Partners, LLC | 0.22% | No change | 79,261 | $2.7M |
| Aristides Capital LLC | 0.92% | No change | 64,191 | $2.2M |
| Matisse Capital | 0.43% | No change | 26,480 | $893K |
| Morgan Stanley | 0.00% | Add +49.5% | 23,547 | $794K |
| Wolverine Asset Management LLC | 0.06% | Reduce -28.8% | 21,124 | $712K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -11.3% | 17,995 | $607K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.9% | 17,491 | $590K |
| Bank of America Corp. | 0.00% | No change | 14,299 | $482K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.1% | 11,309 | $381K |
| Blue Bell Private Wealth Management, LLC | 0.08% | Add +15.5% | 10,806 | $364K |
| Rivernorth Capital Management, LLC | 0.02% | New | 9,511 | $321K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -29.9% | 8,786 | $296K |
| Zimmer Partners, LP | 0.01% | No change | 7,766 | $262K |
| Osaic Holdings, Inc. | 0.00% | No change | 3,475 | $117K |
| Royal Bank of Canada | 0.00% | Reduce -4.9% | 2,886 | $98K |
| UBS Group AG | 0.00% | Add +17.4% | 1,194 | $40K |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 740 | $25K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 40 | $1K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 31 | $1K |
"% of holder's portfolio" is XNDPX's weight in each manager's 13F, not the share of Tortoise Energy Independence the manager owns.