Tortoise Energy Infrastructure Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 1.24 M | $50.77 M | 16.35% | 5.96% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 381.61 K | $15.61 M | 17.90% | 1.83% |
| ROYAL BANK OF CANADA | 02/17/2026 | 333.13 K | $13.63 B | 22.61% | 1.60% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 326.34 K | $13.35 M | 2.83% | 1.57% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 215.01 K | $8.79 M | -6.34% | 1.03% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 167.08 K | $6.91 M | 19.53% | 0.97% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 158.95 K | $6.50 M | 10.19% | 0.88% |
| EAGLE BLUFFS WEALTH MANAGEMENT LLC | 02/13/2026 | 149.48 K | $6.11 M | 74.03% | 0.72% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 138.49 K | $5.66 B | -2.03% | 0.67% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 135.35 K | $5.54 M | 7.30% | 0.65% |
| LPL FINANCIAL LLC | 02/11/2026 | 126.95 K | $5.19 M | 9.29% | 0.61% |
| AMERICAN FINANCIAL GROUP INC | 02/12/2026 | 110.10 K | $4.50 M | 0.00% | 0.53% |
| CERTUITY, LLC | 01/30/2026 | 85.00 K | $3.48 M | 0.00% | 0.49% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 92.97 K | $3.80 M | 35.14% | 0.45% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 71.07 K | $2.91 M | 67.66% | 0.41% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 73.38 K | $3.00 M | 110.95% | 0.35% |
| 02/11/2026 | 73.35 K | $3.00 B | 100.00% | 0.35% | |
| UBS GROUP AG | 01/29/2026 | 69.07 K | $2.82 B | 71.85% | 0.33% |
| COHEN & STEERS, INC. | 02/13/2026 | 52.78 K | $2.16 M | 69.37% | 0.29% |
| MARINER, LLC | 02/13/2026 | 56.12 K | $2.30 M | -2.49% | 0.27% |
| 180 WEALTH ADVISORS, LLC | 01/09/2026 | 46.38 K | $1.90 M | -1.13% | 0.27% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 52.42 K | $2.14 M | 306.80% | 0.25% |
| OPPENHEIMER & CO INC | 02/02/2026 | 34.05 K | $1.39 M | 31.77% | 0.20% |
| MONETARY MANAGEMENT GROUP INC | 02/11/2026 | 40.63 K | $1.66 M | -1.23% | 0.20% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 37.50 K | $1.53 M | 1.24% | 0.18% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 36.84 K | $1.51 B | 1.76% | 0.18% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 29.29 K | $1.20 M | 101.26% | 0.17% |
| 02/02/2026 | 27.91 K | $1.14 M | 16.30% | 0.16% | |
| FIRST FOUNDATION ADVISORS | 02/04/2026 | 25.95 K | $1.06 M | 100.00% | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 26.54 K | $1.09 B | 48.53% | 0.13% |
| KERCHEVILLE ADVISORS, LLC | 01/29/2026 | 21.34 K | $971.53 K | 6.58% | 0.12% |
| 1620 INVESTMENT ADVISORS, INC. | 02/05/2026 | 18.51 K | $756.92 K | 0.16% | 0.11% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 18.30 K | $748.45 K | -0.92% | 0.11% |
| CAHILL FINANCIAL ADVISORS INC | 02/18/2026 | 21.12 K | $863.78 M | 1.55% | 0.10% |
| UHLMANN PRICE SECURITIES, LLC | 01/12/2026 | 17.14 K | $700.91 K | 18.19% | 0.10% |
| 02/12/2026 | 20.58 K | $841.51 K | 100.00% | 0.10% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 20.37 K | $832.95 K | 27.62% | 0.10% |
| QUADRANT PRIVATE WEALTH MANAGEMENT, LLC | 01/26/2026 | 16.61 K | $679.35 K | 0.00% | 0.10% |
| JANE STREET GROUP, LLC | 02/12/2026 | 19.90 K | $814.07 M | 29.51% | 0.10% |
| LIDO ADVISORS, LLC | 02/10/2026 | 19.36 K | $833.92 K | 0.20% | 0.09% |
| JOHN G ULLMAN & ASSOCIATES INC | 02/05/2026 | 15.24 K | $623.36 K | 0.00% | 0.09% |
| SEGMENT WEALTH MANAGEMENT, LLC | 01/29/2026 | 15.00 K | $613.50 K | 0.00% | 0.09% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 17.70 K | $723.77 M | 27.36% | 0.09% |
| CONCORDE ASSET MANAGEMENT, LLC | 02/13/2026 | 15.09 K | $617.26 K | 0.07% | 0.08% |
| SAMALIN INVESTMENT COUNSEL, LLC | 01/30/2026 | 13.71 K | $560.81 K | 2.80% | 0.08% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 16.28 K | $665.85 K | 343.11% | 0.08% |
| NEWEDGE WEALTH, LLC | 02/03/2026 | 13.25 K | $541.76 K | -8.41% | 0.08% |
| 01/26/2026 | 12.66 K | $517.58 K | 100.00% | 0.07% | |
| VERITY ASSET MANAGEMENT, INC. | 01/30/2026 | 12.26 K | $501.35 K | 11.05% | 0.07% |
| CALAMOS ADVISORS LLC | 01/29/2026 | 14.58 K | $596.12 K | 32.15% | 0.07% |
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Tortoise Energy Infrastructure Corp institutional Ownership - FAQ's
During the previous two years, 170 institutional investors and hedge funds held shares of Tortoise Energy Infrastructure Corp. The most heavily invested institutionals were:
MORGAN STANLEY: 1.24 M
Advisors Asset Management, Inc.: 381,612
ROYAL BANK OF CANADA: 333,131
RAYMOND JAMES FINANCIAL INC: 326,339
WELLS FARGO & COMPANY/MN: 215,011
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 167,078
9.63% of Tortoise Energy Infrastructure Corp stock is owned by institutional investors.
Institutional investors have bought a total of 5.18 M shares in the last 24 months. This purchase volume represents approximately $252.94 M in transactions.