TORTOISE ENERGY INFRA CORP shareholder history

Current and past TORTOISE ENERGY INFRA CORP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
First Horizon Advisors, Inc. 33330.00%0.00%0.03%Q1 2012Q1 202033
COMMERCE BANK 29290.00%0.13%0.22%Q1 2013Q1 202029
FIFTH THIRD BANCORP 28280.00%0.03%0.09%Q2 2013Q1 202028
FIDUCIARY TRUST CO 28280.01%1.04%2.95%Q2 2013Q1 202028
LPL Financial LLC 28280.00%0.02%0.05%Q2 2013Q1 202028
WELLS FARGO & COMPANY/MN 28280.00%0.00%0.01%Q2 2013Q1 202028
RAYMOND JAMES & ASSOCIATES 28280.00%0.01%0.01%Q2 2013Q1 202028
Cambridge Investment Research Advisors, Inc. 28280.00%0.02%0.04%Q2 2013Q1 202028
BALDWIN BROTHERS LLC/MA 28280.02%0.25%0.96%Q2 2013Q1 202028
SEGALL BRYANT & HAMILL, LLC 28280.01%0.16%0.37%Q1 2013Q4 201928
ROYAL BANK OF CANADA 28280.00%0.00%0.00%Q2 2013Q1 202028
BANK OF AMERICA CORP /DE/ 28280.00%0.01%0.02%Q2 2013Q1 202028
CENTRAL TRUST Co 28280.02%0.84%2.56%Q2 2013Q1 202028
DAVENPORT & Co LLC 28280.00%0.07%0.26%Q2 2013Q1 202028
US BANCORP \DE\ 28280.00%0.00%0.01%Q2 2013Q1 202028
BOKF, NA 28280.01%0.47%1.15%Q2 2013Q1 202028
GUGGENHEIM CAPITAL LLC 28280.01%0.04%0.10%Q2 2013Q1 202028
MORGAN STANLEY 28280.00%0.01%0.02%Q2 2013Q1 202028
Paragon Capital Management LLC 28280.12%1.93%3.30%Q2 2013Q1 202028
PNC FINANCIAL SERVICES GROUP, INC. 28280.00%0.00%0.01%Q2 2013Q1 202028
Linscomb & Williams, Inc. 28280.02%0.52%1.60%Q2 2013Q1 202028
Mariner, LLC 28280.03%0.85%1.62%Q2 2013Q1 202028
ROCKY MOUNTAIN ADVISERS, LLC 28280.00%0.03%0.08%Q4 2013Q3 202028
ENTERPRISE FINANCIAL SERVICES CORP 28280.00%0.55%1.67%Q2 2013Q1 202028
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.03%0.08%Q2 2013Q4 201927
PENINSULA ASSET MANAGEMENT INC 27270.36%1.15%2.14%Q2 2013Q4 201927
FINANCIAL COUNSELORS INC 14130.00%0.09%0.26%Q2 2013Q1 202027
CITIGROUP INC 2070.00%0.00%0.00%Q2 2013Q1 202027
Invesco Ltd. 2250.00%0.00%0.01%Q2 2013Q1 202027
Creative Planning 2610.00%0.01%0.02%Q2 2013Q1 202027
MITCHELL SINKLER & STARR/PA 27270.24%1.73%3.59%Q2 2013Q4 201927
Whitnell & Co. 27271.06%3.03%5.80%Q2 2013Q4 201927
LVM CAPITAL MANAGEMENT LTD/MI 27270.20%2.71%4.69%Q2 2013Q4 201927
DELTA ASSET MANAGEMENT LLC/TN 26260.00%0.00%0.00%Q4 2013Q1 202026
BB&T SECURITIES, LLC 26260.01%0.03%0.07%Q2 2013Q3 201926
Fiduciary Trust Co International of Pennsylvania 26260.01%0.27%0.73%Q2 2013Q3 201926
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 26260.19%0.57%0.88%Q2 2013Q3 201926
OPPENHEIMER & CO INC 26260.04%0.13%0.23%Q2 2013Q3 201926
JOHNSON INVESTMENT COUNSEL INC 25250.02%0.88%2.74%Q2 2013Q2 201925
ENVESTNET ASSET MANAGEMENT INC 1540.00%0.00%0.01%Q2 2013Q1 202025
SIT INVESTMENT ASSOCIATES INC 2410.00%0.31%0.62%Q2 2014Q3 202025
Advisors Asset Management, Inc. 24240.01%0.08%0.18%Q2 2014Q1 202024
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 14100.00%0.00%0.01%Q1 2014Q1 202024
STEPHENS INC /AR/ 24240.01%0.04%0.09%Q2 2013Q1 201924
AMERICAN FINANCIAL GROUP INC 24240.25%0.97%2.51%Q2 2014Q1 202024
STIFEL FINANCIAL CORP 24240.00%0.01%0.01%Q2 2014Q1 202024
WHITTIER TRUST CO 24240.00%0.00%0.00%Q2 2014Q1 202024
MYCIO WEALTH PARTNERS, LLC 14100.02%0.03%0.05%Q2 2013Q2 201924
Plante Moran Financial Advisors, LLC 23230.00%0.06%0.43%Q3 2014Q1 202023
CIBC Private Wealth Group, LLC 23230.00%0.04%0.17%Q2 2014Q4 201923
Uniplan Investment Counsel, Inc. 23230.12%0.96%2.07%Q2 2015Q4 202023
Raymond James Financial Services Advisors, Inc. 2030.01%0.04%0.06%Q2 2013Q1 202023
J.P. Morgan Private Wealth Advisors LLC 23230.01%0.02%0.04%Q2 2014Q4 201923
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 23230.00%0.02%0.15%Q2 2013Q4 201823
BANK OF MONTREAL /CAN/ 2010.00%0.01%0.04%Q2 2013Q1 202023
CEDAR HILL ASSOCIATES, LLC 23230.66%2.63%4.65%Q2 2013Q4 201823
Cetera Advisor Networks LLC 1570.00%0.05%0.11%Q2 2014Q1 202022
UBS Group AG 22220.00%0.00%0.01%Q4 2014Q1 202022
Roble, Belko & Company, Inc 21210.00%2.76%4.82%Q1 2015Q1 202021
BESSEMER GROUP INC 11100.00%0.05%0.18%Q2 2013Q1 202021
Trust Co 21210.00%0.03%0.05%Q1 2015Q1 202021
Cutter & CO Brokerage, Inc. 1290.13%0.50%0.80%Q2 2013Q3 201821
COHEN & STEERS, INC. 20200.00%0.01%0.01%Q4 2014Q3 201920
HUNTINGTON NATIONAL BANK 1820.00%0.00%0.00%Q3 2018Q3 202320
Baird Financial Group, Inc. 20200.00%0.00%0.01%Q2 2015Q1 202020
HighTower Advisors, LLC 20200.00%0.02%0.03%Q1 2015Q4 201920
Janney Montgomery Scott LLC 1510.00%0.01%0.02%Q2 2014Q1 202020
Sterneck Capital Management, LLC 20200.31%0.45%0.62%Q2 2013Q1 201820
Pointe Capital Management LLC 1270.16%0.29%0.51%Q1 2015Q4 201919
A. D. Beadell Investment Counsel, Inc. 19190.04%0.50%1.83%Q3 2015Q1 202019
DUBUQUE BANK & TRUST CO 19190.00%0.00%0.01%Q3 2014Q1 201919
Parkside Financial Bank & Trust 18180.71%1.91%3.26%Q3 2015Q4 201918
AMERIPRISE FINANCIAL INC 910.00%0.00%0.01%Q2 2013Q3 201918
First PREMIER Bank 18180.00%0.01%0.02%Q4 2015Q1 202018
Commonwealth Equity Services, Inc 18180.01%0.02%0.04%Q2 2013Q3 201718
BlackRock Inc. 18180.00%0.00%0.00%Q4 2015Q1 202018
Chicago Partners Investment Group LLC 1620.01%0.03%0.05%Q4 2014Q1 202018
FAS Wealth Partners, Inc. 17170.07%0.17%0.29%Q4 2013Q4 201717
UMB Bank, n.a. 17170.01%0.26%0.61%Q4 2015Q4 201917
Jacobus Wealth Management, Inc. 1430.05%0.66%1.41%Q2 2013Q3 201717
SII INVESTMENTS INC/WI 1010.02%0.11%0.24%Q2 2013Q4 201717
First Allied Advisory Services, Inc. 17170.01%0.20%0.56%Q2 2013Q2 201717
Kavar Capital Partners, LLC 1220.01%0.16%0.29%Q4 2013Q4 201917
FIRST FOUNDATION ADVISORS 1610.02%0.12%0.38%Q3 2014Q1 202017
Winslow, Evans & Crocker, Inc. 17170.01%0.04%0.11%Q4 2013Q4 201717
REILLY FINANCIAL ADVISORS, LLC 17170.00%0.00%0.00%Q1 2015Q1 201917
Coe Capital Management, LLC 1240.14%0.47%0.95%Q3 2014Q3 201816
DEAN INVESTMENT ASSOCIATES, LLC 16160.82%1.16%1.87%Q2 2014Q1 201816
Hartford Financial Management Inc. 16160.01%0.08%0.12%Q2 2016Q1 202016
Allen Investment Management, LLC 16160.01%0.13%0.33%Q2 2016Q1 202016
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 16160.00%0.00%0.00%Q2 2013Q1 201716
Jacobi Capital Management LLC 16160.00%0.00%0.00%Q2 2016Q1 202016
Boulegeris Investments, Inc. 16161.87%2.79%4.69%Q3 2014Q2 201816
PRIVATE TRUST CO NA 810.03%0.05%0.06%Q1 2013Q3 201916
MUFG Americas Holdings Corp 16160.00%0.00%0.00%Q4 2010Q3 201416
MSI Financial Services Inc 15150.00%0.00%0.01%Q2 2013Q4 201615
Sandy Spring Bank 930.00%0.01%0.03%Q1 2015Q1 202015
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1140.09%0.17%0.64%Q2 2013Q1 201715
D.A. DAVIDSON & CO. 15150.00%0.02%0.06%Q3 2016Q1 202015
NATIXIS ADVISORS, L.P. 1210.00%0.02%0.06%Q2 2013Q2 201715
INGALLS & SNYDER LLC 15150.02%0.07%0.12%Q2 2016Q4 201915
Geneva Advisors, LLC 15150.00%0.04%0.09%Q4 2013Q2 201715
Thomas J. Herzfeld Advisors, Inc. 960.02%0.67%1.52%Q2 2014Q1 201915
NEXT Financial Group, Inc 710.00%0.00%0.02%Q3 2014Q1 202015
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
HL FINANCIAL SERVICES LLC 15150.02%0.16%0.30%Q2 2013Q4 201615
Parallel Advisors, LLC 14140.00%0.00%0.01%Q4 2016Q1 202014
WFG Advisors, LP 1310.00%0.01%0.01%Q2 2013Q2 201714
ArchPoint Investors 860.04%0.26%0.52%Q4 2015Q1 202014
CIBC BANK USA 1110.01%0.05%0.07%Q2 2013Q3 201714
CROFT-LEOMINSTER INC 14140.05%0.09%0.14%Q2 2014Q3 201714
Concert Wealth Management Inc. 770.03%0.05%0.07%Q2 2013Q4 201614
JOHN G ULLMAN & ASSOCIATES INC 860.04%0.27%0.81%Q2 2013Q2 201914
Johnson Financial Group, Inc. 940.00%0.00%0.02%Q1 2014Q4 201813
Parkside Investments, LLC 13130.41%2.92%4.64%Q1 2017Q1 202013
THRIVENT FINANCIAL FOR LUTHERANS 13130.00%0.00%0.00%Q3 2014Q3 201713
Rikoon Group, LLC 13130.11%0.25%0.53%Q3 2016Q3 201913
Copeland Capital Management, LLC 850.00%0.02%0.04%Q2 2013Q4 201913
Patriot Financial Group Insurance Agency, LLC 760.00%0.01%0.01%Q4 2016Q1 202013
FORVIS Wealth Advisors, LLC 850.08%0.17%0.28%Q3 2016Q4 201913
AT Bancorp 13130.04%0.04%0.06%Q1 2016Q1 201913
INVESTMENT HOUSE LLC 1120.03%0.06%0.10%Q1 2016Q3 201913
CREDIT SUISSE AG/ 1210.00%0.00%0.00%Q1 2013Q4 201713
MACROVIEW INVESTMENT MANAGEMENT LLC 13130.06%0.15%0.30%Q4 2016Q4 201913
IMA Wealth, Inc. 1210.13%0.34%0.46%Q2 2013Q3 201613
DEUTSCHE BANK AG\ 12120.00%0.00%0.00%Q3 2013Q2 201612
Private Advisor Group, LLC 660.00%0.01%0.01%Q2 2016Q4 201912
Garner Asset Management Corp 12120.04%0.64%1.17%Q2 2017Q1 202012
CLIFFORD SWAN INVESTMENT COUNSEL LLC 12120.01%0.02%0.02%Q4 2015Q3 201812
HHG & Company, LLC 12121.70%3.07%5.29%Q2 2013Q1 201612
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Hillview Capital Advisors, LLC 12122.05%18.48%38.52%Q4 2014Q3 201712
AMUSSEN HUNSAKER ASSOCIATES LLC 12120.05%0.47%2.29%Q2 2017Q1 202012
Edge Wealth Management LLC 1110.00%0.10%0.22%Q3 2016Q2 202012
FLAGSHIP HARBOR ADVISORS, LLC 840.00%0.05%0.12%Q4 2016Q1 202012
BTR CAPITAL MANAGEMENT INC 1110.04%0.11%0.16%Q2 2013Q1 201712
IFP Advisors, Inc 1110.00%0.01%0.02%Q4 2015Q4 201812
People's United Financial, Inc. 12120.01%0.03%0.05%Q2 2013Q1 201612
WESPAC Advisors, LLC 930.13%0.29%0.39%Q2 2013Q4 201712
Crescent Grove Advisors, LLC 11110.37%0.79%1.07%Q2 2017Q4 201911
RIVERNORTH CAPITAL MANAGEMENT, LLC 410.13%0.32%0.55%Q2 2014Q4 201911
ROPES WEALTH ADVISORS LLC 11110.01%0.02%0.09%Q1 2015Q3 201711
Argent Trust Co 11110.08%0.12%0.21%Q2 2015Q4 201711
Horizon Kinetics 11110.04%0.11%0.17%Q2 2016Q4 201811
STRATTON MANAGEMENT CO 11110.02%0.09%0.43%Q2 2013Q4 201511
Tower Research Capital LLC (TRC) 410.00%0.00%0.00%Q3 2013Q3 201911
Bogart Wealth, LLC 11110.00%0.01%0.02%Q3 2017Q1 202011
Steward Partners Investment Advisory, LLC 640.00%0.01%0.02%Q2 2017Q1 202010
Prime Capital Investment Advisors, LLC 10100.00%0.29%0.54%Q4 2017Q1 202010
SYNOVUS FINANCIAL CORP 820.00%0.00%0.00%Q1 2015Q3 201810
FCM INVESTMENTS/TX 10100.01%0.02%0.02%Q2 2013Q3 201510
Financial Architects, Inc 820.00%0.00%0.00%Q1 2015Q4 201710
PIN OAK INVESTMENT ADVISORS INC 10100.07%1.14%1.57%Q4 2017Q1 202010
Global Retirement Partners, LLC 10100.00%0.00%0.00%Q4 2017Q1 202010
Quadrant Private Wealth Management, LLC 10100.16%1.76%2.73%Q4 2017Q1 202010
Archford Capital Strategies, LLC 820.01%0.01%0.02%Q1 2014Q3 201810
BROWN ADVISORY INC 620.00%0.00%0.02%Q2 2013Q3 201610
COMMONWEALTH EQUITY SERVICES, LLC 10100.00%0.01%0.01%Q4 2017Q1 202010
Crewe Advisors LLC 10100.01%0.81%1.64%Q4 2017Q1 202010
RMB Capital Management, LLC 10100.02%0.02%0.03%Q4 2017Q1 202010
Private Vista, LLC 550.08%0.17%0.31%Q3 2016Q1 201910
TRUSTCORE FINANCIAL SERVICES, LLC 10100.00%0.00%0.01%Q4 2017Q1 202010
REGIONS FINANCIAL CORP 640.00%0.01%0.02%Q2 2013Q1 201910
Osborn Williams & Donohoe LLC 640.02%0.06%0.10%Q2 2014Q4 201910
GLENMEDE TRUST CO NA 10100.00%0.00%0.00%Q2 2013Q3 201510
MOGY JOEL R INVESTMENT COUNSEL INC 10100.78%1.05%1.20%Q2 2013Q3 201510
Coastal Bridge Advisors, LLC 10100.06%0.44%0.63%Q4 2017Q1 202010
TRUIST FINANCIAL CORP 820.00%0.00%0.00%Q4 2015Q1 202010
Baillie Gifford 990.00%0.02%0.02%Q2 2013Q2 20159
Bell Rock Capital LLC 990.00%0.02%0.04%Q4 2016Q4 20189
DUNCKER STREETT & CO INC 990.01%0.01%0.02%Q4 2015Q4 20179
180 WEALTH ADVISORS, LLC 720.14%0.37%0.63%Q4 2017Q1 20209
NewSquare Capital LLC 990.30%0.33%0.36%Q2 2013Q2 20159
MOODY LYNN & LIEBERSON, LLC 990.07%0.13%0.19%Q2 2013Q2 20159
Highmount Capital, LLC 992.40%3.69%6.05%Q2 2013Q2 20159
Verity & Verity, LLC 990.27%0.53%0.71%Q2 2013Q2 20159
SeaCrest Wealth Management, LLC 810.01%0.11%0.16%Q4 2017Q1 20209
UNITED CAPITAL FINANCIAL ADVISORS, LLC 990.00%0.02%0.04%Q2 2013Q2 20159
GOLDMAN SACHS GROUP INC 810.00%0.00%0.00%Q2 2015Q4 20199
M&T BANK CORP 630.00%0.00%0.01%Q3 2014Q1 20179
Pinnacle Summer Investments, Inc. 810.16%0.25%0.47%Q2 2013Q3 20159
B & T Capital Management DBA Alpha Capital Management 540.28%0.37%0.49%Q4 2015Q1 20189
BUCKINGHAM STRATEGIC WEALTH, LLC 990.08%0.14%0.18%Q2 2013Q2 20159
AdvisorNet Financial, Inc 990.00%0.01%0.02%Q4 2017Q4 20199
THOMASPARTNERS, INC. 990.08%0.36%0.80%Q2 2013Q2 20159
Integrated Investment Consultants, LLC 710.01%0.01%0.01%Q1 2016Q1 20188
Chevy Chase Trust Holdings, LLC 880.00%0.01%0.01%Q3 2013Q2 20158
First Allied Asset Management, Inc. 881.26%1.42%1.60%Q2 2013Q1 20158
SIGNET FINANCIAL MANAGEMENT, LLC 530.00%0.06%0.13%Q4 2014Q3 20188
HOWE & RUSLING INC 620.00%0.00%0.01%Q4 2015Q2 20188
SEI INVESTMENTS CO 880.00%0.00%0.00%Q3 2016Q2 20188
NATIONAL PLANNING CORP 880.02%0.10%0.15%Q2 2013Q1 20158
FIRST NATIONAL BANK SIOUX FALLS 880.01%0.01%0.02%Q2 2013Q1 20158
Sharkey, Howes & Javer 880.01%0.01%0.02%Q1 2015Q4 20168
JPMORGAN CHASE & CO 310.00%0.00%0.00%Q2 2014Q3 20178
Wealth Advisors of Tampa Bay, LLC 882.13%2.43%2.73%Q4 2017Q3 20198
Caprock Group, LLC 710.07%1.00%5.11%Q4 2014Q1 20178
INVESTMENT MANAGEMENT OF VIRGINIA LLC 880.05%0.07%0.10%Q2 2013Q1 20158
COLDSTREAM CAPITAL MANAGEMENT INC 880.07%0.09%0.11%Q2 2013Q1 20158
OneDigital Investment Advisors LLC 530.01%0.04%0.08%Q2 2017Q2 20198
BAIRD ROBERT W & CO INC /WI/ 880.01%0.02%0.02%Q2 2013Q1 20158
Legacy Financial Strategies, LLC 880.18%0.28%0.36%Q4 2017Q3 20198
PINNACLE ASSOCIATES LTD 880.01%0.03%0.05%Q1 2018Q4 20198
Mariner Wealth Advisors-Cincinnati, LLC 770.75%1.09%1.53%Q4 2015Q2 20177
MONTAG A & ASSOCIATES INC 770.01%0.08%0.23%Q3 2018Q1 20207
Coyle Financial Counsel LLC 772.78%3.64%4.27%Q4 2013Q2 20157
GOFEN & GLOSSBERG LLC /IL/ 770.01%0.02%0.02%Q2 2014Q4 20157
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.04%0.14%Q2 2013Q4 20147
Old Port Advisors 610.19%1.15%1.52%Q2 2018Q1 20207
DT Investment Partners, LLC 770.36%0.40%0.44%Q4 2013Q2 20157
Bank of New York Mellon Corp 410.00%0.00%0.00%Q2 2014Q4 20197
SIGNATUREFD, LLC 770.01%0.01%0.02%Q4 2014Q2 20167
SHAPIRO ROBERT N 770.03%0.04%0.05%Q2 2013Q4 20147
Edge Advisors, LLC 770.00%0.00%0.00%Q4 2016Q2 20187
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 770.00%0.00%0.00%Q3 2018Q1 20207
FMR LLC 770.00%0.00%0.00%Q3 2018Q1 20207
Private Capital Group, LLC 430.00%0.00%0.00%Q4 2017Q3 20197
Good Harbor Financial, LLC 770.02%0.03%0.04%Q2 2013Q4 20147
ELEFANTE MICHAEL B 520.01%0.11%0.16%Q4 2012Q3 20147
BROWN BROTHERS HARRIMAN & CO 310.00%0.00%0.00%Q4 2014Q4 20197
Capital Advisory Group Advisory Services, LLC 770.00%0.00%0.00%Q1 2018Q3 20197
Perigon Wealth Management, LLC 610.01%0.02%0.07%Q3 2014Q1 20187
FCA CORP /TX 770.13%0.84%1.83%Q2 2013Q4 20147
BENJAMIN F. EDWARDS & COMPANY, INC. 610.00%0.00%0.00%Q2 2015Q3 20187
Placemark Investments, Inc. 770.03%0.03%0.04%Q2 2013Q4 20147
Kore Private Wealth LLC 660.05%0.25%0.35%Q4 2018Q1 20206
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20146
Cordasco Financial Network 660.00%0.33%0.79%Q3 2014Q4 20156
MML INVESTORS SERVICES, LLC 660.01%0.01%0.02%Q1 2018Q2 20196
Belpointe Asset Management LLC 660.02%0.03%0.04%Q3 2018Q4 20196
BARCLAYS PLC 660.00%0.00%0.00%Q2 2013Q3 20146
GW&K Investment Management, LLC 510.22%0.39%0.52%Q2 2013Q2 20156
STANSBERRY ASSET MANAGEMENT, LLC 660.08%0.14%0.22%Q4 2017Q1 20196
ESSEX INVESTMENT MANAGEMENT CO LLC 660.00%0.00%0.00%Q4 2018Q1 20206
WMS Partners, LLC 660.11%0.19%0.26%Q2 2014Q3 20156
FIRST INTERSTATE BANK 660.00%0.00%0.00%Q3 2015Q4 20166
Partnervest Advisory Services LLC 660.02%0.12%0.15%Q4 2018Q1 20206
Global Wealth Management Investment Advisory, Inc. 660.00%0.00%0.01%Q4 2018Q1 20206
BARD ASSOCIATES INC 660.09%0.09%0.10%Q2 2013Q3 20146
Parisi Gray Wealth Management 660.00%0.00%0.01%Q4 2017Q1 20196
Independence Trust CO 661.65%4.99%6.42%Q2 2014Q3 20156
SCHNIEDERS CAPITAL MANAGEMENT LLC 660.16%0.25%0.33%Q1 2014Q2 20156
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q1 2015Q1 20196
B. Riley Wealth Management, Inc. 660.02%0.08%0.11%Q1 2014Q2 20156
Advisory Services Network, LLC 330.00%0.00%0.01%Q4 2014Q4 20196
CITY NATIONAL BANK 550.01%0.01%0.02%Q2 2013Q2 20145
HORIZON KINETICS ASSET MANAGEMENT LLC 550.00%0.02%0.03%Q1 2019Q1 20205
BLB&B Advisors, LLC 550.03%0.04%0.05%Q3 2017Q3 20185
Penbrook Management LLC 550.06%0.33%0.44%Q1 2019Q1 20205
Blume Capital Management, Inc. 550.01%0.16%0.43%Q2 2015Q2 20165
GREAT LAKES ADVISORS, LLC 550.01%0.02%0.03%Q2 2014Q2 20155
Evercore Wealth Management, LLC 410.00%0.00%0.00%Q4 2013Q4 20155
American Research & Management Co. 550.00%0.00%0.01%Q1 2015Q1 20165
Gupta Wealth Management LLC 550.01%0.03%0.04%Q1 2015Q1 20165
CAPTRUST FINANCIAL ADVISORS 410.00%0.07%0.11%Q2 2013Q1 20155
Waldron Private Wealth LLC 550.37%0.56%0.70%Q4 2013Q4 20145
B. Riley Wealth Advisors, Inc. 550.04%0.05%0.05%Q2 2013Q2 20145
Hirtle Callaghan & Co LLC 550.01%0.01%0.02%Q4 2016Q4 20175
RKL Wealth Management LLC 550.21%0.35%0.45%Q1 2014Q1 20155
Crosspoint Capital Strategies, LLC 550.03%0.05%0.08%Q4 2013Q4 20145
CADENCE BANK NA 550.09%0.11%0.14%Q3 2017Q3 20185
D L CARLSON INVESTMENT GROUP INC 550.20%0.23%0.27%Q2 2013Q2 20145
BB&T INVESTMENT SERVICES, INC. 550.00%0.00%0.01%Q4 2016Q4 20175
Alpha Omega Wealth Management LLC 550.01%0.01%0.01%Q2 2018Q2 20195
Weaver Consulting Group 550.00%0.01%0.02%Q1 2019Q1 20205
FRANKLIN RESOURCES INC 550.00%0.00%0.00%Q2 2013Q2 20145
Carmichael Hill & Associates, Inc. 440.04%0.15%0.21%Q2 2019Q1 20204
1919 Investment Counsel, LLC 440.00%0.00%0.01%Q4 2013Q3 20144
BlackRock Investment Management, LLC 310.00%0.00%0.00%Q2 2014Q4 20164
New World Advisors LLC 440.14%0.25%0.40%Q4 2018Q3 20194
Salomon & Ludwin, LLC 440.00%0.00%0.00%Q2 2019Q1 20204
Vivaldi Capital Management LP 440.08%0.27%0.64%Q4 2018Q3 20194
Manchester Capital Management LLC 440.01%0.01%0.01%Q4 2014Q3 20154
LS Investment Advisors, LLC 440.00%0.00%0.00%Q3 2014Q2 20154
1832 Asset Management L.P. 440.02%0.02%0.03%Q3 2014Q2 20154
SUNTRUST BANKS INC 440.00%0.00%0.01%Q2 2013Q1 20144
Signature Wealth Management Group 440.00%0.00%0.00%Q4 2017Q3 20184
TFS CAPITAL LLC 210.05%0.06%0.07%Q3 2014Q1 20164
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 440.02%0.02%0.03%Q2 2014Q1 20154
Shorepoint Capital Partners LLC 442.28%4.41%5.33%Q1 2019Q4 20194
Sowell Financial Services LLC 220.00%0.02%0.06%Q4 2016Q4 20194
Kelman-Lazarov, Inc. 440.03%0.05%0.06%Q1 2016Q4 20164
CHARTWELL INVESTMENT PARTNERS/PA 440.05%0.06%0.07%Q2 2013Q1 20144
First National Bank of Mount Dora, Trust Investment Services 440.10%0.10%0.11%Q4 2017Q3 20184
WOLVERINE ASSET MANAGEMENT LLC 210.01%0.02%0.04%Q3 2014Q1 20204
Heritage Trust Co 440.00%0.00%0.00%Q1 2018Q4 20184
PATHSTONE FAMILY OFFICE, LLC 220.26%0.50%0.97%Q2 2013Q2 20174
NORTHERN TRUST CORP 210.00%0.00%0.00%Q2 2014Q4 20194
RDA Financial Network 440.12%0.15%0.17%Q1 2019Q4 20194
FineMark National Bank & Trust 310.00%0.01%0.02%Q2 2014Q2 20164
Sheaff Brock Investment Advisors, LLC 330.02%0.03%0.03%Q2 2016Q4 20163
Realta Investment Advisors 330.00%0.00%0.00%Q2 2019Q4 20193
Investors Capital Advisory Services 330.14%0.16%0.18%Q2 2013Q4 20133
HITE Hedge Asset Management LLC 210.10%0.31%0.54%Q3 2013Q4 20183
WESTPORT RESOURCES MANAGEMENT INC 210.01%0.01%0.02%Q1 2014Q4 20143
BerganKDV Wealth Management, LLC 110.01%0.05%0.09%Q2 2017Q2 20183
Cornerstone Wealth Management, LLC 210.00%0.04%0.09%Q2 2018Q1 20193
Altavista Wealth Management, Inc. 330.14%0.14%0.15%Q4 2014Q2 20153
OTA Financial Group L.P. 110.19%1.05%2.56%Q1 2016Q4 20183
MGO ONE SEVEN LLC 210.00%0.00%0.01%Q4 2017Q4 20183
BNP PARIBAS FINANCIAL MARKETS 330.00%0.00%0.00%Q2 2014Q4 20143
Affiance Financial, LLC 330.29%0.39%0.48%Q1 2015Q3 20153
Oak Grove Capital LLC 330.05%0.05%0.06%Q1 2018Q3 20183
SECURITY NATIONAL TRUST CO 210.00%0.00%0.01%Q2 2016Q1 20203
Vident Investment Advisory, LLC 330.25%0.33%0.38%Q1 2019Q3 20193
Hilltop Holdings Inc. 210.03%0.04%0.05%Q1 2019Q4 20193
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q4 2017Q1 20193
CENTAURUS FINANCIAL, INC. 210.02%0.02%0.03%Q2 2018Q1 20193
Marble Harbor Investment Counsel, LLC 210.16%0.17%0.18%Q3 2013Q2 20143
Financial Advantage, Inc. 330.04%0.04%0.04%Q2 2013Q4 20133
INVESTMENT CENTERS OF AMERICA INC 330.02%0.02%0.02%Q1 2017Q3 20173
Rockefeller Capital Management L.P. 330.00%0.00%0.00%Q3 2019Q1 20203
SG Americas Securities, LLC 110.01%0.01%0.02%Q4 2013Q4 20153
MinichMacGregor Wealth Management, LLC 330.02%0.03%0.03%Q1 2016Q3 20163
MCMILLION CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q2 2019Q4 20193
St. Louis Trust Co 330.18%0.39%0.78%Q4 2015Q2 20163
KAYNE ANDERSON CAPITAL ADVISORS LP 210.01%0.02%0.03%Q4 2017Q2 20203
Walleye Trading LLC 210.00%0.00%0.00%Q4 2017Q1 20203
Ballew Advisors, Inc 330.07%0.07%0.09%Q1 2018Q3 20183
Advisors Capital Management, LLC 331.06%1.29%1.41%Q2 2013Q4 20133
Weiss Asset Management LP 110.04%0.34%0.79%Q4 2015Q4 20183
TRAIN BABCOCK ADVISORS LLC 331.67%1.99%2.25%Q1 2015Q3 20153
Acrospire Investment Management LLC 330.01%0.02%0.03%Q2 2016Q4 20163
Hemenway Trust Co LLC 330.10%0.15%0.17%Q1 2015Q3 20153
WEBSTER BANK, N. A. 220.00%0.00%0.01%Q4 2019Q1 20202
PSI Advisors, LLC 220.31%0.92%1.54%Q4 2019Q1 20202
HighPoint Advisor Group LLC 110.02%0.06%0.10%Q1 2016Q2 20192
ATWOOD & PALMER INC 220.00%0.00%0.00%Q3 2017Q4 20172
TOTH FINANCIAL ADVISORY CORP 220.00%0.00%0.00%Q4 2017Q1 20182
Bellecapital International Ltd. 220.18%0.20%0.22%Q1 2018Q2 20182
Resonant Capital Advisors, LLC 220.16%0.50%0.83%Q4 2019Q1 20202
Joel Isaacson & Co., LLC 220.00%0.00%0.00%Q3 2015Q4 20152
DOCK STREET ASSET MANAGEMENT INC 222.23%2.32%2.40%Q2 2014Q3 20142
JANE STREET GROUP, LLC 220.00%0.00%0.00%Q3 2015Q4 20152
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q2 2019Q4 20192
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 220.00%0.00%0.00%Q4 2019Q1 20202
Samalin Investment Counsel, LLC 220.35%0.91%1.48%Q4 2019Q1 20202
Executive Wealth Management, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
FARMERS & MERCHANTS INVESTMENTS INC 220.00%0.00%0.00%Q4 2013Q1 20142
STALEY CAPITAL ADVISERS INC 220.02%0.02%0.02%Q2 2018Q3 20182
Waverly Advisors, LLC 220.01%0.01%0.01%Q3 2013Q4 20132
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Virtu KCG Holdings LLC 110.00%0.01%0.01%Q4 2013Q1 20152
Magnetar Financial LLC 220.25%0.26%0.26%Q2 2018Q3 20182
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 220.04%0.04%0.04%Q2 2014Q3 20142
BRASADA CAPITAL MANAGEMENT, LP 220.02%0.02%0.02%Q2 2018Q3 20182
American Portfolios Advisors 110.00%0.00%0.00%Q1 2018Q4 20192
Capital Analysts, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
NORTHSTAR ASSET MANAGEMENT Co LLC 220.11%0.12%0.13%Q2 2013Q3 20132
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 220.21%0.25%0.28%Q4 2019Q1 20202
Landmark Bank 226.57%6.78%6.99%Q2 2018Q3 20182
Cresset Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Platform Technology Partners 220.02%0.21%0.39%Q4 2019Q1 20202
Catalyst Capital Advisors LLC 220.00%0.00%0.00%Q3 2014Q4 20142
1620 INVESTMENT ADVISORS, INC. 110.69%0.70%0.72%Q2 2022Q4 20222
FARR MILLER & WASHINGTON LLC/DC 220.03%0.03%0.03%Q2 2014Q3 20142
McAdams Wright Ragen, Inc. 220.02%0.02%0.02%Q2 2014Q3 20142
Alpine Global Management, LLC 220.01%0.38%0.75%Q4 2019Q1 20202
Centerpoint Advisors, LLC 220.01%0.02%0.02%Q2 2018Q3 20182
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 112.81%2.81%2.81%Q3 2018Q1 20192
Ameritas Investment Company, LLC 110.01%0.01%0.01%Q4 2018Q3 20192
Hilton Capital Management, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Laird Norton Wetherby Wealth Management, LLC 220.05%0.06%0.07%Q4 2017Q1 20182
Virtu Financial LLC 220.02%0.02%0.02%Q3 2017Q4 20172
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 220.06%0.06%0.06%Q4 2015Q1 20162
Bartlett & Co. LLC 110.00%0.00%0.00%Q2 2016Q4 20182
Wealthspire Advisors, L.P. 110.00%0.00%0.00%Q4 2015Q2 20172
NINE MASTS CAPITAL Ltd 110.31%0.50%0.68%Q4 2017Q2 20182
GEODE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2014Q4 20192
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q2 2013Q3 20132
Engrave Wealth Partners LLC 220.00%0.00%0.00%Q4 2019Q1 20202
EATON VANCE MANAGEMENT 110.00%0.00%0.00%Q4 2014Q4 20141
Stratos Wealth Partners, LTD. 110.01%0.01%0.01%Q4 2019Q4 20191
Ausdal Financial Partners, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
Overbrook Management Corp 110.08%0.08%0.08%Q2 2013Q2 20131
StratiFi, LLC 110.04%0.04%0.04%Q3 2015Q3 20151
OLD MISSION CAPITAL LLC 110.17%0.17%0.17%Q4 2018Q4 20181
BRADLEY FOSTER & SARGENT INC/CT 110.01%0.01%0.01%Q3 2017Q3 20171
HOWARD WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.00%0.00%0.00%Q2 2014Q2 20141
ROBINSON CAPITAL MANAGEMENT, LLC 111.09%1.09%1.09%Q3 2014Q3 20141
Evanson Asset Management, LLC 110.05%0.05%0.05%Q1 2017Q1 20171
Walleye Capital LLC 110.07%0.07%0.07%Q1 2020Q1 20201
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
YORKVILLE CAPITAL MANAGEMENT, LLC 110.31%0.31%0.31%Q4 2017Q4 20171
LUMINUS MANAGEMENT LLC 110.06%0.06%0.06%Q4 2017Q4 20171
Regal Investment Advisors LLC 110.00%0.00%0.00%Q3 2015Q3 20151
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
OSAIC HOLDINGS, INC. 110.00%0.00%0.00%Q1 2020Q1 20201
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Northeast Financial Consultants Inc 110.00%0.00%0.00%Q1 2020Q1 20201
CATAWBA CAPITAL MANAGEMENT /VA 110.05%0.05%0.05%Q2 2014Q2 20141
Kovitz Investment Group Partners, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
CSS LLC/IL 110.02%0.02%0.02%Q2 2014Q2 20141
6 Meridian 110.01%0.01%0.01%Q1 2020Q1 20201
ICON ADVISERS INC/CO 110.15%0.15%0.15%Q2 2014Q2 20141
GFS Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Apriem Advisors 110.01%0.01%0.01%Q1 2015Q1 20151
Global Endowment Management, LP 110.07%0.07%0.07%Q3 2014Q3 20141
Aveo Capital Partners, LLC 110.10%0.10%0.10%Q4 2016Q4 20161
Matisse Capital 110.20%0.20%0.20%Q1 2020Q1 20201
Intrinsic Edge Capital Management LLC 110.06%0.06%0.06%Q1 2020Q1 20201
FNY Investment Advisers, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Sonora Investment Management, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Parcion Private Wealth LLC 110.05%0.05%0.05%Q1 2020Q1 20201
COLONY GROUP LLC 110.02%0.02%0.02%Q2 2017Q2 20171
FIRST HAWAIIAN BANK 110.01%0.01%0.01%Q2 2013Q2 20131
Adalta Capital Management LLC 110.13%0.13%0.13%Q4 2019Q4 20191
Good Life Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Hollow Brook Wealth Management LLC 110.11%0.11%0.11%Q2 2013Q2 20131
INSIGHT 2811, INC. 110.02%0.02%0.02%Q2 2013Q2 20131
AE Wealth Management LLC 110.00%0.00%0.00%Q1 2020Q1 20201
First Command Bank 110.00%0.00%0.00%Q4 2018Q4 20181
Estate Counselors, LLC 110.13%0.13%0.13%Q2 2016Q2 20161
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Cetera Advisors LLC 110.01%0.01%0.01%Q1 2017Q1 20171
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q3 2013Q3 20131
EPG Wealth Management LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Pekin Hardy Strauss, Inc. 110.06%0.06%0.06%Q4 2014Q4 20141
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2015Q3 20151
SANDERS MORRIS HARRIS LLC 110.12%0.12%0.12%Q1 2016Q1 20161
Pathway Financial Advisors LLC 110.01%0.01%0.01%Q4 2017Q4 20171
West Coast Financial LLC 110.09%0.09%0.09%Q2 2016Q2 20161
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Starfire Investment Advisers, Inc. 110.27%0.27%0.27%Q4 2017Q4 20171
Gryphon Financial Partners LLC 110.00%0.00%0.00%Q2 2018Q2 20181
JAMES INVESTMENT RESEARCH INC 110.00%0.00%0.00%Q4 2015Q4 20151
JNBA Financial Advisors 110.01%0.01%0.01%Q3 2018Q3 20181
First Capital Advisors Group, LLC. 110.01%0.01%0.01%Q1 2018Q1 20181
MANUFACTURERS LIFE INSURANCE COMPANY, THE 110.00%0.00%0.00%Q2 2016Q2 20161
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q4 2016Q4 20161
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 110.04%0.04%0.04%Q2 2013Q2 20131
LIBERTY WEALTH MANAGEMENT LLC 110.01%0.01%0.01%Q2 2019Q2 20191
NORTHWEST WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Appaloosa Management 110.03%0.03%0.03%Q4 2015Q4 20151
Probabilities Fund Management, LLC 110.47%0.47%0.47%Q3 2018Q3 20181
Next Capital Management LLC 110.05%0.05%0.05%Q1 2020Q1 20201
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
COHEN & STEERS CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q1 2015Q1 20151
Americana Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Godshalk Welsh Capital Management, Inc. 110.02%0.02%0.02%Q4 2014Q4 20141
Efficient Market Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
McGowan Group Asset Management, Inc. 110.44%0.44%0.44%Q4 2014Q4 20141
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Arlington Capital Management, Inc. 110.40%0.40%0.40%Q1 2020Q1 20201
Omnia Family Wealth, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Convergence Investment Partners, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Atria Investments, Inc 110.11%0.11%0.11%Q3 2016Q3 20161
V Wealth Advisors LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Ballentine Partners, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Eudaimonia Partners, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
ASSOCIATED BANC-CORP 110.02%0.02%0.02%Q1 2020Q1 20201
SILVERCREST ASSET MANAGEMENT GROUP LLC 110.00%0.00%0.00%Q4 2015Q4 20151
IHT Wealth Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
InterOcean Capital, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
KING LUTHER CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q2 2016Q2 20161
Truvestments Capital LLC 110.00%0.00%0.00%Q3 2018Q3 20181
FRONTIER INVESTMENT MGMT CO 110.02%0.02%0.02%Q4 2019Q4 20191
First Command Financial Services, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
External links

This page lists all the filers that currently own TORTOISE ENERGY INFRA CORP or have owned TORTOISE ENERGY INFRA CORP in the past.