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Tortoise Energy Independence Fund, Inc.

NDPDelisted Dec 23, 2024

Tortoise Energy Independence Fund, Inc. was delisted on Dec 23, 2024; its insiders filed their last Form 4 on Dec 27, 2024; 29 institutions reported holding it in 13F filings for Q3 2024, worth $27.1M in total; no superinvestor held it.

Q3 2024 vs. Q2 2024

How the institutions holding Tortoise Energy Independence Fund, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of NDP: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders20129+10
Shares662.5K31719.5K+57.0K (+8.6%)
Value$24.0M$1.00K$27.1M+$3.12M (+13.0%)

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (10)

Institutions that held Tortoise Energy Independence Fund, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to NDP in Q3 2024
InstitutionSharesValue% of portfolio
CSS LLC23,055$868.1K0.05%
Bayshore Asset Management, LLC18,960$713.9K0.32%
Susquehanna International Group, LLP9,459$356.2K0.00%
Absolute Investment Advisers LLC8,929$336.2K0.05%
Yakira Capital Management, Inc.6,632$249.7K0.10%
LPL Financial LLC5,532$208.3K0.00%
Sit Investment Associates Inc5,000$188.0K0.00%
Wolverine Asset Management LLC3,927$147.9K0.00%
Quarry LP3,487$131.3K0.04%
US Bancorp38$1.43K0.00%

Sold out (0)

Institutions that held Tortoise Energy Independence Fund, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

None.

Not filed for Q3 2024 yet (1)

Institutions that held Tortoise Energy Independence Fund, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NDP in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Benjamin F. Edwards & Company, Inc.31$1.00K