TORTOISE PIPELINE & ENERGY F's ticker is TTP and the CUSIP is 89148H207.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $389,217 | +9.3% | 13,895 | +6.9% | 0.00% | 0.0% |
| Q2 2023 | $356,076 | +11.8% | 13,000 | +4.9% | 0.00% | 0.0% |
| Q1 2023 | $318,489 | +6.6% | 12,390 | +11.4% | 0.00% | 0.0% |
| Q4 2022 | $298,811 | +17.6% | 11,124 | +9.4% | 0.00% | +33.3% |
| Q3 2022 | $254,000 | +0.8% | 10,164 | +0.0% | 0.00% | 0.0% |
| Q2 2022 | $252,000 | +24.1% | 10,160 | +47.1% | 0.00% | +50.0% |
| Q1 2022 | $203,000 | – | 6,908 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 107,000 | $1,501,000 | 0.14% |
| 6 Meridian | 22,083 | $310,000 | 0.03% |
| LINCOLN NATIONAL CORP | 66,792 | $937,000 | 0.03% |
| Lindbrook Capital, LLC | 4,002 | $56,000 | 0.02% |
| Selective Wealth Management, Inc. | 956 | $13,000 | 0.01% |
| GUGGENHEIM CAPITAL LLC | 55,364 | $776,000 | 0.01% |
| Geneos Wealth Management Inc. | 2,750 | $38,000 | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 553 | $8,000 | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 11,219 | $157,000 | 0.00% |
| IFP Advisors, Inc | 750 | $10,000 | 0.00% |