Tortoise Energy Infrastructure Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 1.07 M | $45.97 M | 1.99% | 6.19% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 323.68 K | $13.95 M | -23.36% | 1.88% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 317.36 K | $13.68 M | 8.30% | 1.84% |
| ROYAL BANK OF CANADA | 11/14/2025 | 271.70 K | $11.71 M | 2.87% | 1.58% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 229.55 K | $9.89 M | -5.60% | 1.33% |
| PENSERRA CAPITAL MANAGEMENT LLC | 11/04/2025 | 144.25 K | $6.22 M | 21.45% | 0.84% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/20/2025 | 141.36 K | $6.09 M | -32.15% | 0.82% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 139.78 K | $6.08 M | 29.44% | 0.81% |
| ARETE WEALTH ADVISORS, LLC | 11/12/2025 | 130.94 K | $5.64 M | 7.41% | 0.76% |
| SIT INVESTMENT ASSOCIATES INC | 11/13/2025 | 126.14 K | $5.44 M | 0.00% | 0.73% |
| LPL FINANCIAL LLC | 11/12/2025 | 116.16 K | $5.01 M | 6.20% | 0.67% |
| BARD ASSOCIATES INC | 11/14/2025 | 114.42 K | $4.93 M | 584.04% | 0.66% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 110.87 K | $4.78 M | 15.39% | 0.64% |
| AMERICAN FINANCIAL GROUP INC | 11/10/2025 | 110.10 K | $4.74 M | 0.00% | 0.64% |
| MEIXLER INVESTMENT MANAGEMENT, LTD. | 11/06/2025 | 92.83 K | $4.00 M | -2.21% | 0.54% |
| EAGLE BLUFFS WEALTH MANAGEMENT LLC | 11/06/2025 | 85.89 K | $3.70 M | 1.90% | 0.50% |
| CERTUITY, LLC | 11/13/2025 | 85.00 K | $3.66 M | 0.00% | 0.49% |
| ZIMMER PARTNERS, LP | 11/14/2025 | 81.42 K | $3.51 M | -2.98% | 0.47% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 68.79 K | $2.96 M | -9.06% | 0.40% |
| MARINER, LLC | 11/14/2025 | 57.56 K | $2.48 M | 281.31% | 0.33% |
| THOMAS J. HERZFELD ADVISORS, INC. | 11/12/2025 | 53.11 K | $2.29 M | -47.01% | 0.31% |
| 180 WEALTH ADVISORS, LLC | 10/16/2025 | 46.91 K | $2.02 M | 0.00% | 0.27% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 42.39 K | $1.83 M | 2.65% | 0.25% |
| MONETARY MANAGEMENT GROUP INC | 11/12/2025 | 41.13 K | $1.77 M | 4.84% | 0.24% |
| UBS GROUP AG | 11/13/2025 | 40.19 K | $1.73 M | -2.72% | 0.23% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 37.04 K | $1.60 M | 11.42% | 0.21% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 36.20 K | $1.56 M | 18.76% | 0.21% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 34.79 K | $1.50 M | 0.81% | 0.20% |
| INVESCO LTD. | 11/13/2025 | 34.27 K | $1.48 M | 5.64% | 0.20% |
| COHEN & STEERS, INC. | 11/14/2025 | 31.16 K | $1.34 M | 19.11% | 0.18% |
| NORTH GROUND CAPITAL | 10/29/2025 | 28.93 K | $1.25 M | 17.75% | 0.17% |
| MGB WEALTH MANAGEMENT, LLC | 11/12/2025 | 26.19 K | $1.13 M | 9.60% | 0.15% |
| OPPENHEIMER & CO INC | 11/06/2025 | 25.84 K | $1.11 M | 0.00% | 0.15% |
| ARIADNE WEALTH MANAGEMENT, LP | 11/20/2025 | 25.10 K | $1.11 M | 0.00% | 0.15% |
| 11/06/2025 | 24.00 K | $1.03 M | 100.00% | 0.14% | |
| CONSOLIDATED PORTFOLIO REVIEW CORP | 11/12/2025 | 23.96 K | $1.03 M | 100.00% | 0.14% |
| SABA CAPITAL MANAGEMENT, L.P. | 11/14/2025 | 22.92 K | $987.58 K | -96.34% | 0.13% |
| ALPINE GLOBAL MANAGEMENT, LLC | 11/14/2025 | 22.05 K | $950.14 K | 100.00% | 0.13% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 11/14/2025 | 21.00 K | $904.89 K | 100.00% | 0.12% |
| CAHILL FINANCIAL ADVISORS INC | 11/03/2025 | 20.80 K | $896.11 K | -2.99% | 0.12% |
| COMMERCE BANK | 11/12/2025 | 20.69 K | $891.32 K | 217.50% | 0.12% |
| KERCHEVILLE ADVISORS, LLC | 10/22/2025 | 20.03 K | $862.90 K | 15.32% | 0.12% |
| LIDO ADVISORS, LLC | 11/14/2025 | 19.32 K | $832.37 K | 100.00% | 0.11% |
| LASALLE ST. INVESTMENT ADVISORS, LLC | 11/13/2025 | 18.79 K | $809.00 K | 0.22% | 0.11% |
| 1620 INVESTMENT ADVISORS, INC. | 10/07/2025 | 18.48 K | $796.15 K | -0.18% | 0.11% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 18.47 K | $795.84 K | 0.37% | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 17.87 K | $763.43 K | 2.75% | 0.10% |
| WETHERBY ASSET MANAGEMENT INC | 11/14/2025 | 17.22 K | $742.01 K | 100.00% | 0.10% |
| QUADRANT PRIVATE WEALTH MANAGEMENT, LLC | 10/30/2025 | 16.61 K | $715.73 K | -1.87% | 0.10% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 15.96 K | $688.00 K | -11.39% | 0.09% |
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Tortoise Energy Infrastructure Corporation institutional Ownership - FAQ's
During the previous two years, 178 institutional investors and hedge funds held shares of Tortoise Energy Infrastructure Corporation. The most heavily invested institutionals were:
MORGAN STANLEY: 1.07 M
Advisors Asset Management, Inc.: 323,682
RAYMOND JAMES FINANCIAL INC: 317,361
ROYAL BANK OF CANADA: 271,699
WELLS FARGO & COMPANY/MN: 229,554
Penserra Capital Management LLC: 144,252
29.35% of Tortoise Energy Infrastructure Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 5.28 M shares in the last 24 months. This purchase volume represents approximately $226.73 M in transactions.