TORTOISE PIPELINE & ENERGY F shareholder history

Current and past TORTOISE PIPELINE & ENERGY F shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 28280.00%0.00%0.00%Q2 2013Q1 202028
RAYMOND JAMES & ASSOCIATES 28280.00%0.01%0.01%Q2 2013Q1 202028
GUGGENHEIM CAPITAL LLC 28280.01%0.04%0.10%Q2 2013Q1 202028
Invesco Ltd. 28280.00%0.00%0.00%Q2 2013Q1 202028
MORGAN STANLEY 28280.00%0.00%0.01%Q2 2013Q1 202028
WELLS FARGO & COMPANY/MN 28280.00%0.00%0.00%Q2 2013Q1 202028
BANK OF AMERICA CORP /DE/ 28280.00%0.00%0.00%Q2 2013Q1 202028
HighTower Advisors, LLC 27270.00%0.01%0.03%Q2 2013Q4 201927
OPPENHEIMER & CO INC 2140.01%0.04%0.13%Q2 2013Q3 201925
PNC FINANCIAL SERVICES GROUP, INC. 24240.00%0.00%0.00%Q2 2013Q1 201924
Thomas J. Herzfeld Advisors, Inc. 23230.05%1.24%2.10%Q4 2013Q2 201923
Advisors Asset Management, Inc. 22220.02%0.11%0.25%Q2 2013Q3 201822
LADENBURG THALMANN FINANCIAL SERVICES INC. 22220.00%0.00%0.01%Q3 2014Q4 201922
UBS Group AG 22220.00%0.00%0.01%Q4 2014Q1 202022
Mariner, LLC 1630.01%0.05%0.10%Q3 2014Q3 201919
ALPINE WOODS CAPITAL INVESTORS, LLC 18180.01%0.05%0.14%Q4 2015Q1 202018
CITIGROUP INC 1110.00%0.00%0.00%Q2 2013Q1 202018
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
IFP Advisors, Inc 14140.00%0.01%0.02%Q4 2015Q1 201914
FIRST TRUST ADVISORS LP 860.00%0.00%0.01%Q1 2016Q1 202014
Steward Partners Investment Advisory, LLC 14140.00%0.01%0.03%Q4 2016Q1 202014
AMERIPRISE FINANCIAL INC 1120.00%0.00%0.00%Q2 2013Q3 201913
MSI Financial Services Inc 13130.00%0.01%0.01%Q4 2013Q4 201613
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1110.00%0.00%0.00%Q2 2016Q2 201912
LINCOLN NATIONAL CORP 12120.01%0.09%0.16%Q2 2017Q1 202012
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 12120.01%0.03%0.04%Q2 2017Q1 202012
US BANCORP \DE\ 810.00%0.00%0.00%Q4 2013Q2 201911
WOLVERINE ASSET MANAGEMENT LLC 310.00%0.01%0.03%Q4 2013Q4 201910
SMITH HAYES Advisers, Inc 10100.06%0.13%0.20%Q2 2013Q3 201510
LPL Financial LLC 910.00%0.00%0.00%Q2 2013Q1 201610
SIT INVESTMENT ASSOCIATES INC 820.00%0.06%0.12%Q4 2015Q3 201810
Janney Montgomery Scott LLC 10100.01%0.01%0.01%Q3 2013Q4 201510
FIFTH THIRD BANCORP 990.00%0.00%0.00%Q4 2013Q4 20159
Freestone Capital Holdings, LLC 990.03%0.10%0.14%Q1 2016Q1 20189
Tower Research Capital LLC (TRC) 510.00%0.00%0.01%Q2 2013Q2 20168
STIFEL FINANCIAL CORP 620.00%0.00%0.00%Q1 2014Q1 20208
USCA RIA LLC 620.06%0.08%0.16%Q2 2013Q2 20158
Cardan Capital Partners, LLC 440.03%0.07%0.09%Q1 2016Q3 20188
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 770.00%0.00%0.00%Q3 2018Q1 20207
OneDigital Investment Advisors LLC 430.00%0.00%0.01%Q3 2017Q2 20197
ENVESTNET ASSET MANAGEMENT INC 520.00%0.00%0.00%Q3 2014Q3 20167
Avior Wealth Management, LLC 770.00%0.00%0.00%Q2 2019Q4 20207
TFS CAPITAL LLC 310.02%0.06%0.11%Q4 2013Q2 20167
RB Capital Management, LLC 660.00%0.16%0.25%Q4 2016Q1 20186
Commonwealth Equity Services, Inc 660.00%0.00%0.00%Q3 2015Q4 20166
Quantum Capital Management, LLC / NJ 660.23%0.28%0.33%Q1 2018Q2 20196
Selective Wealth Management, Inc. 510.03%1.10%5.11%Q3 2018Q1 20206
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 660.13%0.20%0.32%Q2 2015Q3 20166
People's United Financial, Inc. 660.01%0.02%0.02%Q1 2018Q2 20196
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
Winslow, Evans & Crocker, Inc. 660.00%0.00%0.00%Q4 2013Q1 20156
Liberty Capital Management, Inc. 550.01%0.03%0.05%Q4 2016Q4 20175
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 210.01%0.04%0.07%Q2 2015Q1 20205
RMB Capital Management, LLC 410.00%0.01%0.02%Q2 2018Q1 20205
Hirtle Callaghan & Co LLC 550.01%0.02%0.02%Q4 2016Q4 20175
KAYNE ANDERSON CAPITAL ADVISORS LP 440.00%0.04%0.07%Q1 2019Q4 20194
Miller Investment Management, LP 310.08%0.11%0.12%Q2 2018Q4 20194
Sheaff Brock Investment Advisors, LLC 440.05%0.08%0.09%Q1 2016Q4 20164
BANK OF MONTREAL /CAN/ 210.00%0.00%0.00%Q2 2013Q3 20184
Cavalier Investments, LLC 440.27%0.43%0.56%Q3 2016Q2 20174
Raymond James Financial Services Advisors, Inc. 440.00%0.00%0.00%Q1 2018Q4 20184
Kelman-Lazarov, Inc. 440.02%0.02%0.02%Q1 2016Q4 20164
WFG Advisors, LP 440.01%0.01%0.02%Q3 2016Q2 20174
JT Stratford LLC 440.30%0.56%0.78%Q4 2016Q3 20174
MANUFACTURERS LIFE INSURANCE COMPANY, THE 330.00%0.00%0.00%Q4 2017Q2 20183
VSR Financial Services, Inc. 330.03%0.04%0.05%Q3 2015Q1 20163
Estabrook Capital Management 330.00%0.00%0.00%Q1 2015Q3 20153
WESTPORT RESOURCES MANAGEMENT INC 210.01%0.01%0.02%Q4 2013Q3 20163
Cambridge Investment Research Advisors, Inc. 220.00%0.00%0.00%Q1 2017Q2 20172
CORNERSTONE ADVISORS INC 220.04%0.05%0.07%Q2 2018Q3 20182
GEODE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2014Q2 20152
BLACKROCK ADVISORS LLC 220.00%0.00%0.00%Q2 2015Q3 20152
CAMDEN NATIONAL BANK 220.02%0.03%0.05%Q4 2019Q1 20202
HARBOR INVESTMENT ADVISORY, LLC 220.00%0.00%0.01%Q4 2019Q1 20202
SHEPHERD KAPLAN KROCHUK, LLC 220.07%0.07%0.08%Q2 2016Q3 20162
D.A. DAVIDSON & CO. 220.00%0.00%0.00%Q1 2017Q2 20172
Cornerstone Wealth Management, LLC 220.00%0.01%0.01%Q2 2018Q3 20182
STIFEL NICOLAUS & CO INC \MO\ 220.00%0.00%0.01%Q2 2013Q3 20132
NEW ENGLAND SECURITIES CORP /MA/ 220.01%0.01%0.01%Q3 2014Q4 20142
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.01%Q2 2014Q4 20142
DEUTSCHE BANK AG\ 220.00%0.00%0.00%Q4 2014Q1 20152
Weiss Asset Management LP 110.01%0.06%0.11%Q4 2015Q4 20182
Cannell Capital 220.24%0.29%0.35%Q4 2015Q1 20162
AQR Arbitrage LLC 220.00%0.01%0.01%Q2 2015Q3 20152
EXENCIAL WEALTH ADVISORS, LLC 220.02%0.02%0.03%Q4 2019Q1 20202
Cornerstone Advisors, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
K.J. Harrison & Partners Inc 110.22%0.22%0.22%Q1 2016Q1 20161
Creative Planning 110.00%0.00%0.00%Q4 2016Q4 20161
Lindbrook Capital, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Efficient Market Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.02%0.02%0.02%Q2 2018Q2 20181
AMERICAN INTERNATIONAL GROUP, INC. 110.00%0.00%0.00%Q1 2016Q1 20161
BlackRock Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
Baltimore-Washington Financial Advisors Inc. 110.01%0.01%0.01%Q2 2013Q2 20131
NEXT Financial Group, Inc 110.01%0.01%0.01%Q1 2016Q1 20161
BOENNING & SCATTERGOOD, INC. 110.13%0.13%0.13%Q4 2019Q4 20191
Salient Capital Advisors, LLC 110.04%0.04%0.04%Q4 2013Q4 20131
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2017Q4 20171
ROBINSON CAPITAL MANAGEMENT, LLC 110.34%0.34%0.34%Q4 2013Q4 20131
Bouchey Financial Group Ltd 110.00%0.00%0.00%Q2 2014Q2 20141
GFS Advisors, LLC 110.05%0.05%0.05%Q1 2016Q1 20161
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
OSAIC HOLDINGS, INC. 110.00%0.00%0.00%Q1 2020Q1 20201
Claro Advisors LLC 110.23%0.23%0.23%Q1 2020Q1 20201
Allegis Investment Advisors, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
FIRST FINANCIAL EQUITY CORPORATION 110.08%0.08%0.08%Q1 2017Q1 20171
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 110.07%0.07%0.07%Q1 2020Q1 20201
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
ARCADIA INVESTMENT MANAGEMENT CORP/MI 110.00%0.00%0.00%Q2 2015Q2 20151
TD Capital Management LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Kovitz Investment Group Partners, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Gryphon Financial Partners LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Ionic Capital Management LLC 110.02%0.02%0.02%Q4 2015Q4 20151
FNY Investment Advisers, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
BB&T SECURITIES, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Private Advisor Group, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
COMERICA BANK 110.00%0.00%0.00%Q3 2013Q3 20131
External links

This page lists all the filers that currently own TORTOISE PIPELINE & ENERGY F or have owned TORTOISE PIPELINE & ENERGY F in the past.