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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/15/2024 | SABA CAPITAL MANAGEMENT, L.P. | 162,118 | $5.47 M | 20.99% | 9.73% |
| 05/10/2024 | BULLDOG INVESTORS, LLP | 104,050 | $3.51 M | 0.62% | 6.25% |
| 05/13/2024 | THOMAS J. HERZFELD ADVISORS, INC. | 89,149 | $3.01 M | -2.67% | 5.35% |
| 05/13/2024 | 1607 CAPITAL PARTNERS, LLC | 79,261 | $2.67 M | 0.00% | 4.76% |
| 05/15/2024 | ARISTIDES CAPITAL LLC | 64,191 | $2.16 M | 0.00% | 3.85% |
| 04/30/2024 | MATISSE CAPITAL | 26,480 | $892,906 | 0.00% | 1.59% |
| 05/15/2024 | MORGAN STANLEY | 23,547 | $794,005 | 49.50% | 1.41% |
| 05/13/2024 | WOLVERINE ASSET MANAGEMENT LLC | 21,124 | $712,301 | -28.78% | 1.27% |
| 04/29/2024 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 17,995 | $606,791 | -11.35% | 1.08% |
| 04/24/2024 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 17,491 | $590,000 | 1.89% | 1.05% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 14,299 | $482,162 | 0.00% | 0.86% |
| 04/29/2024 | COMMONWEALTH EQUITY SERVICES, LLC | 11,309 | $381,000 | 100.00% | 0.68% |
| 04/24/2024 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10,806 | $364,378 | 15.51% | 0.65% |
| 05/15/2024 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 9,511 | $320,711 | 100.00% | 0.57% |
| 05/09/2024 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 8,786 | $296,264 | -29.90% | 0.53% |
| 05/15/2024 | ZIMMER PARTNERS, LP | 7,766 | $261,870 | 0.00% | 0.47% |
| 05/10/2024 | ADVISOR GROUP HOLDINGS, INC. | 3,475 | $117,177 | 0.00% | 0.21% |
| 05/15/2024 | ROYAL BANK OF CANADA | 2,886 | $98,000 | -4.94% | 0.17% |
| 05/13/2024 | UBS GROUP AG | 1,194 | $40,262 | 17.40% | 0.07% |
| 05/10/2024 | WELLS FARGO & COMPANY/MN | 740 | $24,975 | -0.14% | 0.04% |
| 05/15/2024 | BEAIRD HARRIS WEALTH MANAGEMENT, LLC | 40 | $1,349 | 0.00% | 0.00% |
| 04/29/2024 | BENJAMIN F. EDWARDS & COMPANY, INC. | 31 | $1,000 | 0.00% | 0.00% |
| 05/10/2024 | JPMORGAN CHASE & CO | 0 | $0 | -100.00% | 0.00% |
| 05/10/2024 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 0 | $0 | -100.00% | 0.00% |
| 05/15/2024 | CAPTRUST FINANCIAL ADVISORS | 0 | $0 | -100.00% | 0.00% |
| 05/15/2024 | SEA OTTER ADVISORS LLC | 0 | $0 | -100.00% | 0.00% |
| 05/07/2024 | CONCURRENT INVESTMENT ADVISORS, LLC | 0 | $0 | -100.00% | 0.00% |
A. During the previous two years, 29 institutional investors and hedge funds held shares of Tortoise Energy Independence Fund, Inc.. The most heavily invested institutionals were:
Saba Capital Management, L.P.: 162,118
Bulldog Investors, LLP: 104,050
Thomas J. Herzfeld Advisors, Inc.: 89,149
1607 Capital Partners, LLC: 79,261
Aristides Capital LLC: 64,191
Matisse Capital: 26,480
A. 40.59% of Tortoise Energy Independence Fund, Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 681,290 shares in the last 24 months. This purchase volume represents approximately $24.47 M in transactions.
