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Tortoise Energy Independence Fund, Inc. Institutional Ownership

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Ownership Summary Institutional Holdings Insiders
(SEC Form 4)
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Ownership Summary as reported in the most recent 13F filings


Institutional Ownership 12.32%
Total Shares Outstanding (millions) 15
Total Value of Holdings (millions) $16

Active Positions

Holders Shares
Increased Positions 17 487,305
Decreased Positions 18 270,508
Held Positions 5 1,053,373
Total Institutional Shares 40 1,811,186

New and Sold Out Positions


Holders Shares
New Positions 8 431,918
Sold Out Positions 6 29,178

40 Institutional Holders
1,811,186 Total Shares Held


Click on the column header links to resort ascending (▲) or descending (▼).


Owner Name Date Shares Held Change (Shares) Change (%) Value (in 1,000s)
BANK OF AMERICA CORP /DE/ 12/31/2018 179,210 (45,856) (20.37) 1,590
MORGAN STANLEY 12/31/2018 171,805 (47,321) (21.6) 1,524
WOLVERINE ASSET MANAGEMENT LLC 12/31/2018 171,709 171,709 New 1,523
ADVISORS ASSET MANAGEMENT, INC. 12/31/2018 160,898 (75,559) (31.96) 1,427
UBS GROUP AG 12/31/2018 143,058 3,331 2.38 1,269
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 12/31/2018 138,178 12,673 10.10 1,226
ARETE WEALTH ADVISORS, LLC 12/31/2018 137,733 137,733 New 1,222
GUGGENHEIM CAPITAL LLC 12/31/2018 118,593 (16,477) (12.2) 1,052
RAYMOND JAMES & ASSOCIATES 12/31/2018 86,300 (5,613) (6.11) 765
INVESCO LTD. 12/31/2018 64,974 (30,609) (32.02) 576
LEGACY FINANCIAL STRATEGIES, LLC 12/31/2018 55,250 2,000 3.76 490
ROYAL BANK OF CANADA 12/31/2018 51,411 2,357 4.81 456
WELLS FARGO & COMPANY/MN 12/31/2018 44,371 (13,017) (22.68) 394
ADVISOR GROUP, INC. 12/31/2018 42,457 6,100 16.78 377
WEISS ASSET MANAGEMENT LP 12/31/2018 35,345 35,345 New 314

Institutional Holdings information for this company is filed by major institutions on form 13-F with the Securities and Exchange Commission.
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