J.P. Morgan Private Wealth Advisors LLC - TORTOISE PWR & ENERGY INFRAS ownership

TORTOISE PWR & ENERGY INFRAS's ticker is TPZ and the CUSIP is 89147X104. A total of 35 filers reported holding TORTOISE PWR & ENERGY INFRAS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of TORTOISE PWR & ENERGY INFRAS
ValueSharesWeighting
Q4 2022$187,636
+46.6%
14,705
+39.2%
0.00%
Q1 2021$128,000
+10.3%
10,564
+0.8%
0.00%
Q4 2020$116,000
+13.7%
10,485
-12.5%
0.00%
Q3 2020$102,000
-4.7%
11,977
+1.1%
0.00%
Q2 2020$107,000
-21.3%
11,850
-39.0%
0.00%
-100.0%
Q1 2020$136,000
-73.4%
19,442
-35.4%
0.00%
-50.0%
Q4 2019$511,000
-23.5%
30,118
-18.8%
0.00%
-33.3%
Q3 2019$668,000
-0.6%
37,096
+1.2%
0.00%
-25.0%
Q2 2019$672,000
-3.2%
36,639
-1.7%
0.00%0.0%
Q1 2019$694,000
+18.2%
37,272
+1.2%
0.00%0.0%
Q4 2018$587,000
-15.3%
36,824
+1.3%
0.00%
+33.3%
Q3 2018$693,000
+12.5%
36,343
+11.1%
0.00%0.0%
Q2 2018$616,00032,7160.00%
Other shareholders
TORTOISE PWR & ENERGY INFRAS shareholders Q4 2020
NameSharesValueWeighting ↓
Boulegeris Investments, Inc. 96,810$2,062,0001.15%
Thomas J. Herzfeld Advisors, Inc. 63,871$1,360,0000.60%
Relative Value Partners Group, LLC 103,678$2,208,0000.26%
Advisors Asset Management, Inc. 291,531$6,242,0000.10%
McGowan Group Asset Management, Inc. 23,498$501,0000.10%
Transform Wealth, LLC 9,750$208,0000.07%
INGALLS & SNYDER LLC 47,116$1,004,0000.05%
Frontier Wealth Management LLC 11,458$244,0000.04%
Jacobus Wealth Management, Inc. 5,370$114,0000.03%
SII INVESTMENTS INC/WI 23,594$502,0000.03%
View complete list of TORTOISE PWR & ENERGY INFRAS shareholders