DaveManuel.com · Institutional Ownership · Who Owns It
TORTOISE ENERGY INFRSTRCTR C (TYG)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
170
Reporting holders
$337.6M
Reported value
0.0%
Calls
0.0%
Puts
+8
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $55.7M | 1,298,404 | 0.00% | 25q | +13.0%+$6.4M |
| Penserra Capital Management LLC | $24.4M | 569,271 | 0.19% | 6q | +5.3%+$1.2M |
| RAYMOND JAMES FINANCIAL INC | $19.4M | 452,441 | 0.01% | 7q | +36.8%+$5.2M |
| Advisors Asset Management, Inc. | $16.7M | 390,431 | 0.26% | 17q | -7.6%-$1.4M |
| ABSOLUTE INVESTMENT ADVISERS, LLC | $14.5M | 338,029 | 1.40% | new | NEW |
| ROYAL BANK OF CANADA | $12.3M | 286,038 | 0.00% | 25q | -26.9%-$4.5M |
| BARD ASSOCIATES INC | $8.4M | 196,455 | 1.87% | 8q | HELD |
| Cambridge Investment Research Advisors, Inc. | $7.6M | 177,180 | 0.01% | 25q | +157.0%+$4.6M |
| GUGGENHEIM CAPITAL LLC | $7.2M | 167,891 | 0.05% | 25q | +13.9%+$880.0K |
| Quarry LP | $7.1M | 165,345 | 0.59% | new | NEW |
| Almitas Capital LLC | $6.9M | 161,872 | 1.66% | new | NEW |
| WELLS FARGO & COMPANY/MN | $6.8M | 158,400 | 0.00% | 25q | +23.2%+$1.3M |
| Eagle Bluffs Wealth Management LLC | $6.6M | 153,967 | 2.21% | 12q | +1.8%+$117.1K |
| SIT INVESTMENT ASSOCIATES INC | $5.9M | 137,849 | 0.11% | new | NEW |
| Arete Wealth Advisors, LLC | $5.9M | 137,223 | 0.39% | 24q | HELD |
| TORNO CAPITAL, LLC | $5.6M | 130,000 | 0.16% | new | NEW |
| LPL Financial LLC | $5.4M | 125,793 | 0.00% | 22q | +3.8%+$198.4K |
| JPMORGAN CHASE & CO | $5.3M | 122,657 | 0.00% | 7q | +29384.9%+$5.2M |
| AMERICAN FINANCIAL GROUP INC | $4.7M | 110,102 | 1.66% | 25q | HELD |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $4.6M | 106,305 | 0.22% | new | NEW |
| Janney Montgomery Scott LLC | $4.5M | 103,961 | 0.01% | 25q | +20.3%+$751.2K |
| Thomas J. Herzfeld Advisors, Inc. | $4.3M | 100,275 | 1.32% | new | NEW |
| Meixler Investment Management, Ltd. | $4.1M | 96,803 | 2.29% | 7q | -6.9%-$307.3K |
| UBS Group AG | $3.8M | 88,337 | 0.00% | 25q | +13.3%+$444.3K |
| CERTUITY, LLC | $3.6M | 85,000 | 0.18% | 15q | HELD |
| Prairie Wealth Advisors, Inc. | $3.4M | none filed | 0.80% | new | NEW |
| Steward Partners Investment Advisory, LLC | $3.0M | 70,170 | 0.02% | 25q | +14.5%+$380.5K |
| COMMERCE BANK | $3.0M | 68,825 | 0.01% | 6q | +101.0%+$1.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.9M | 67,256 | 0.00% | 10q | +45.3%+$909.1K |
| Yakira Capital Management, Inc. | $2.7M | 61,881 | 0.76% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $2.6M | 61,023 | 0.00% | 25q | -3.1%-$83.2K |
| Mariner, LLC | $2.6M | 59,756 | 0.00% | 25q | +3.7%+$90.5K |
| Lido Advisors, LLC | $2.3M | 53,610 | 0.01% | 4q | +95.6%+$1.1M |
| North Ground Capital | $1.9M | 44,800 | 2.30% | new | NEW |
| Closed-End Fund Advisors, Inc. | $1.9M | 44,601 | 1.87% | 3q | -5.3%-$107.9K |
| 180 WEALTH ADVISORS, LLC | $1.9M | 43,329 | 0.19% | 25q | -5.3%-$104.0K |
| Invesco Ltd. | $1.8M | 42,020 | 0.00% | 7q | +10.4%+$169.6K |
| STIFEL FINANCIAL CORP | $1.8M | 41,604 | 0.00% | 25q | +19.8%+$295.2K |
| FIRST FOUNDATION ADVISORS | $1.8M | 40,832 | 0.06% | 3q | +7.7%+$124.6K |
| &PARTNERS | $1.7M | 40,298 | 0.01% | 3q | +35.5%+$452.9K |
| D.A. DAVIDSON & CO. | $1.7M | 38,995 | 0.01% | 10q | +28.9%+$374.7K |
| EVOLVE PRIVATE WEALTH, LLC | $1.6M | 37,508 | 0.10% | 3q | -17.9%-$350.2K |
| OPPENHEIMER & CO INC | $1.4M | 32,479 | 0.01% | 14q | -12.8%-$204.1K |
| JANE STREET GROUP, LLC | $1.4M | 32,186 | 0.00% | 4q | +464.5%+$1.1M |
| Kercheville Advisors, LLC | $1.4M | 31,559 | 0.41% | 7q | +36.6%+$362.6K |
| WJ Financial Advisors LLC | $1.3M | 31,301 | 0.99% | 4q | +9.5%+$116.6K |
| Alessandra Capital Management, LLC | $1.3M | 30,328 | 0.92% | 3q | -2.5%-$33.1K |
| OSAIC HOLDINGS, INC. | $1.3M | 29,733 | 0.00% | 25q | +13.6%+$153.0K |
| MONETARY MANAGEMENT GROUP INC | $1.2M | 28,405 | 0.25% | 17q | -29.0%-$497.6K |
| Private Advisor Group, LLC | $1.1M | 26,046 | 0.01% | 6q | +108.9%+$582.0K |
| Ariadne Wealth Management, LP | $1.1M | 25,100 | 0.48% | 9q | HELD |
| LaSalle St. Investment Advisors, LLC | $1.1M | 24,545 | 0.13% | 9q | +3.2%+$32.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $980.5K | 22,872 | 0.00% | 25q | +9.7%+$86.6K |
| CAHILL FINANCIAL ADVISORS INC | $923.5K | 21,542 | 0.09% | 7q | +0.8%+$7.2K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $917.4K | 21,400 | 0.01% | 4q | HELD |
| Cetera Investment Advisers | $916.7K | 21,384 | 0.00% | 10q | +13.1%+$106.4K |
| Cerity Partners LLC | $915.8K | 21,363 | 0.00% | new | NEW |
| COHEN & STEERS, INC. | $866.0K | 20,209 | 0.00% | 8q | -21.6%-$238.8K |
| NWF Advisory Services Inc. | $860.1K | 20,063 | 0.08% | 6q | -7.3%-$67.4K |
| DRW Securities, LLC | $857.4K | 20,000 | 0.02% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $856.5K | 19,979 | 0.01% | 8q | +34.3%+$219.0K |
| Investment Research Partners LLC | $832.9K | 19,427 | 0.28% | 3q | -6.4%-$56.8K |
| Avior Wealth Management, LLC | $808.2K | 18,852 | 0.02% | 4q | +62.8%+$311.7K |
| 1620 INVESTMENT ADVISORS, INC. | $801.7K | 18,700 | 0.50% | 7q | -0.7%-$5.9K |
| Clear Street Group Inc. | $771.7K | 18,000 | 0.00% | new | NEW |
| HighTower Advisors, LLC | $766.5K | 17,881 | 0.00% | 7q | -1.8%-$14.1K |
| Allspring Global Investments Holdings, LLC | $699.9K | 16,326 | 0.00% | 19q | -3.5%-$25.5K |
| Corient Private Wealth LP | $687.1K | 16,028 | 0.00% | 4q | +24.9%+$137.1K |
| Beacon Pointe Advisors, LLC | $686.6K | 16,017 | 0.00% | new | NEW |
| XTX Topco Ltd | $681.8K | 15,904 | 0.01% | new | NEW |
| Segment Wealth Management, LLC | $643.0K | 15,000 | 0.03% | 6q | HELD |
| JOHN G ULLMAN & ASSOCIATES INC | $642.3K | 14,983 | 0.08% | 13q | -0.7%-$4.3K |
| Advisory Services Network, LLC | $636.3K | 14,841 | 0.01% | 5q | +8.5%+$49.9K |
| Concorde Asset Management, LLC | $616.8K | 14,388 | 0.36% | 6q | -4.6%-$29.6K |
| Samalin Investment Counsel, LLC | $603.2K | 14,070 | 0.19% | 25q | +2.5%+$14.6K |
| Sigma Planning Corp | $602.4K | 14,052 | 0.02% | 3q | +90.1%+$285.6K |
| WCG Wealth Advisors LLC | $593.4K | 13,843 | 0.01% | 3q | +0.8%+$4.8K |
| ArchPoint Investors | $571.4K | 13,329 | 0.12% | 6q | HELD |
| Kovack Advisors, Inc. | $555.7K | 13,029 | 0.03% | 3q | -0.6%-$3.2K |
| Baird Financial Group, Inc. | $507.9K | 11,848 | 0.00% | 3q | +131.1%+$288.1K |
| NewEdge Wealth, LLC | $506.0K | 11,803 | 0.01% | 7q | -6.1%-$32.7K |
| Calamos Advisors LLC | $505.2K | 11,784 | 0.00% | new | NEW |
| WEALTH ALLIANCE, LLC | $496.3K | 11,576 | 0.04% | 3q | +5.6%+$26.4K |
| DAVENPORT & Co LLC | $482.8K | 11,262 | 0.00% | 16q | +1.2%+$5.7K |
| Manhattan West Asset Management, LLC | $456.4K | 10,646 | 0.08% | 4q | -9.2%-$46.5K |
| INVESTED ADVISORS | $442.6K | 10,323 | 0.39% | 3q | -17.9%-$96.5K |
| MAI Capital Management | $436.2K | 10,175 | 0.00% | 7q | +0.5%+$2.3K |
| Next Capital Management LLC | $418.8K | 9,770 | 0.11% | 5q | HELD |
| Verity Asset Management, Inc. | $418.3K | 9,758 | 0.16% | 7q | -21.6%-$115.3K |
| Creative Planning | $413.3K | 9,640 | 0.00% | 3q | +38.6%+$115.0K |
| Avail Investment Partners, LLC | $390.3K | 9,104 | 0.30% | 2q | +11.3%+$39.7K |
| Fiduciary Alliance LLC | $387.2K | 9,032 | 0.03% | 6q | +14.1%+$48.0K |
| Kestra Advisory Services, LLC | $386.0K | 9,004 | 0.00% | new | NEW |
| MACQUARIE GROUP LTD | $384.0K | 9,052 | 0.00% | new | NEW |
| Cornerstone Advisory, LLC | $383.1K | 8,936 | 0.03% | 7q | +2.3%+$8.6K |
| Jaffetilchin Investment Partners, LLC | $378.3K | 8,824 | 0.02% | 8q | -9.5%-$39.8K |
| Quadrant Private Wealth Management, LLC | $374.0K | 8,724 | 0.08% | 21q | HELD |
| Laird Norton Wetherby Trust Company, LLC | $369.1K | 8,610 | 0.01% | 3q | HELD |
| Baker Avenue Asset Management, LP | $369.1K | 8,610 | 0.01% | 5q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $364.1K | 8,494 | 0.05% | 11q | -15.9%-$69.0K |
Showing the largest 100 of 170 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-23 | 2026-09-22 | Material agreement entered | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-25 | CICCOTELLO CONRAD S | Director | Bought | 4,107 | $173.5K ×2 |
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-15 | PRUDENTIAL FINANCIAL INC | 10% owner | Bought | 6,000,000 | $60.0M ×2 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 46 | $31.4M | 728,595 | 5 | 15 | 8 | 0.0% |
| Q2 2026 | 170 | $337.6M | 7,795,224 | 28 | 58 | 37 | 0.0% |
| Q1 2026 | 162 | $291.2M | 5,854,458 | 17 | 55 | 32 | 0.0% |
| Q4 2025 | 165 | $245.7M | 6,035,395 | 27 | 58 | 24 | 0.0% |
| Q3 2025 | 145 | $217.4M | 5,043,520 | 18 | 46 | 27 | 0.0% |
| Q2 2025 | 134 | $252.4M | 5,751,557 | 8 | 40 | 33 | 0.0% |
| Q1 2025 | 138 | $249.0M | 5,789,682 | 18 | 42 | 28 | 0.0% |
| Q4 2024 | 141 | $280.5M | 6,673,067 | 40 | 42 | 14 | 0.0% |
| Q3 2024 | 104 | $154.6M | 3,936,059 | 9 | 27 | 20 | 0.0% |
| Q2 2024 | 109 | $143.0M | 4,099,713 | 10 | 27 | 27 | 0.0% |
| Q1 2024 | 110 | $147.3M | 4,751,246 | 15 | 28 | 24 | 0.0% |
| Q4 2023 | 109 | $122.1M | 4,242,950 | 16 | 19 | 35 | 0.0% |
| Q3 2023 | 103 | $128.0M | 4,430,988 | 8 | 24 | 23 | 0.0% |
| Q2 2023 | 104 | $122.4M | 4,204,701 | 7 | 24 | 30 | 0.0% |
| Q1 2023 | 109 | $125.3M | 4,262,882 | 18 | 26 | 20 | 0.0% |
| Q4 2022 | 106 | $4.9B | 153,215,512 | 20 | 16 | 45 | 0.0% |
| Q3 2022 | 94 | $127.6M | 4,260,084 | 10 | 19 | 30 | 0.0% |
| Q2 2022 | 97 | $115.5M | 3,904,691 | 12 | 25 | 19 | 0.0% |
| Q1 2022 | 99 | $136.7M | 3,959,801 | 15 | 20 | 34 | 0.0% |
| Q4 2021 | 96 | $111.3M | 3,986,092 | 10 | 23 | 27 | 0.0% |
| Q3 2021 | 94 | $125.9M | 4,635,503 | 7 | 23 | 22 | 0.0% |
| Q2 2021 | 96 | $127.8M | 4,435,414 | 7 | 27 | 27 | 0.0% |
| Q1 2021 | 92 | $88.8M | 3,646,798 | 11 | 21 | 29 | 0.0% |
| Q4 2020 | 96 | $68.0M | 3,365,329 | 15 | 12 | 39 | 0.1% |
| Q3 2020 | 95 | $506.0M | 34,199,191 | 17 | 13 | 30 | 0.0% |
| Q2 2020 | 92 | $548.4M | 34,210,809 | 84 | 1 | 7 | 0.0% |
| Q1 2020 | 124 | $353.3M | 138,001,149 | 27 | 28 | 44 | 0.0% |
| Q4 2019 | 148 | $2.5B | 140,057,975 | 18 | 32 | 60 | 0.0% |
| Q3 2019 | 142 | $3.6B | 174,103,417 | 6 | 40 | 56 | 0.0% |
| Q2 2019 | 148 | $3.9B | 174,429,058 | 10 | 53 | 44 | 0.0% |
| Q1 2019 | 155 | $4.1B | 174,267,033 | 13 | 47 | 54 | 0.0% |
| Q4 2018 | 154 | $330.0M | 16,512,222 | 1 | 4 | 1 | 0.0% |