Tortoise Midstream Energy Fund, Inc. - 89148B200
Detailed investor-level table based on 13F positions.
Early Q4 2024 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Saba Capital Management, L.P. | History | Added to | 515,767 | 24,514 | 0.51% | 0.36% | 1 | +4,725 | 0.92% | Q3 2024 | Nov 14, 2024 |
| MORGAN STANLEY | History | Added to | 278,525 | 13,238 | 0.0% | 0.0% | 2 | +10,654 | 3.98% | Q3 2024 | May 14, 2025 |
| Advisors Asset Management, Inc. | History | Reduced | 80,115 | 3,807 | 0.07% | 0.07% | 3 | -279 | -0.35% | Q3 2024 | Nov 08, 2024 |
| ROYAL BANK OF CANADA | History | Added to | 69,621 | 3,309 | 0.0% | 0.0% | 4 | +1,611 | 2.37% | Q3 2024 | Nov 14, 2024 |
| WELLS FARGO & COMPANY/MN | History | Added to | 63,504 | 3,018 | 0.0% | 0.0% | 5 | +612 | 0.97% | Q3 2024 | Nov 13, 2024 |
| HighTower Advisors, LLC | History | Added to | 26,617 | 1,265 | 0.0% | 0.0% | 6 | +172 | 0.65% | Q3 2024 | Nov 14, 2024 |
| UBS Group AG | History | Reduced | 19,370 | 920 | 0.0% | 0.0% | 7 | -353 | -1.79% | Q3 2024 | Nov 14, 2024 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 18,799 | 893 | 0.0% | 0.0% | 8 | +13,781 | 274.63% | Q3 2024 | Oct 24, 2024 |
| Zimmer Partners, LP | History | No change | 18,465 | 877 | 0.02% | 0.01% | 9 | 0 | 0.0% | Q3 2024 | Nov 14, 2024 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 17,428 | 828 | 0.0% | 0.0% | 10 | -1,851 | -9.6% | Q3 2024 | Mar 18, 2025 |
| Invesco Ltd. | History | Added to | 15,435 | 733 | 0.0% | 0.0% | 11 | +4,377 | 39.58% | Q3 2024 | Nov 12, 2024 |
| Allspring Global Investments Holdings, LLC | History | Added to | 13,223 | 628 | 0.0% | 0.0% | 12 | +1,994 | 17.76% | Q3 2024 | Oct 18, 2024 |
| Private Advisor Group, LLC | History | Added to | 12,613 | 599 | 0.0% | 0.0% | 13 | +515 | 4.26% | Q3 2024 | Oct 22, 2024 |
| Diversified Trust Co | History | Reduced | 9,507 | 451 | 0.01% | 0.01% | 14 | -1,275 | -11.83% | Q3 2024 | Oct 07, 2024 |
| NewEdge Wealth, LLC | History | Reduced | 9,309 | 442 | 0.01% | 0.01% | 15 | -203 | -2.13% | Q3 2024 | Nov 12, 2024 |
| UHLMANN PRICE SECURITIES, LLC | History | New | 9,039 | 429 | 0.34% | — | 16 | +9,039 | New | Q3 2024 | Jul 30, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 8,748 | 415 | 0.0% | — | 17 | +8,748 | New | Q3 2024 | Nov 14, 2024 |
| Steward Partners Investment Advisory, LLC | History | Added to | 8,575 | 407 | 0.0% | 0.0% | 18 | +100 | 1.18% | Q3 2024 | Nov 14, 2024 |
| EVERETT HARRIS & CO /CA/ | History | No change | 5,300 | 251 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q3 2024 | Oct 18, 2024 |
| Calamos Advisors LLC | History | Reduced | 4,973 | 236 | 0.0% | 0.0% | 20 | -4,393 | -46.9% | Q3 2024 | Nov 07, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 4,231 | 201 | 0.0% | — | 21 | +4,231 | New | Q3 2024 | Oct 18, 2024 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 3,270 | 155 | 0.0% | 0.01% | 22 | -350 | -9.67% | Q3 2024 | Nov 04, 2024 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,457 | 69 | 0.0% | 0.0% | 23 | -166 | -10.23% | Q3 2024 | Nov 13, 2024 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,000 | 47 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q3 2024 | Nov 12, 2024 |
| PRINCIPAL SECURITIES, INC. | History | No change | 737 | 35 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q3 2024 | Oct 28, 2024 |
| CIBC Private Wealth Group LLC | History | New | 550 | 26 | 0.0% | — | 27 | +550 | New | Q3 2024 | Nov 13, 2024 |
| COMERICA BANK | History | No change | 562 | 26 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q3 2024 | Nov 14, 2024 |
| JPMORGAN CHASE & CO | History | New | 523 | 24 | 0.0% | — | 28 | +523 | New | Q3 2024 | Dec 26, 2024 |
| UMB Bank, n.a. | History | No change | 86 | 4 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q3 2024 | Oct 09, 2024 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -39,384 | -100.0% | Q2 2024 | Aug 01, 2024 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | History | Closed out | 0 | 0 | — | 0.01% | — | -11,604 | -100.0% | Q2 2024 | Aug 09, 2024 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,646 | -100.0% | Q2 2024 | Aug 14, 2024 |