TORTOISE PIPELINE & ENERGY FUND, INC. - 89148H207
Detailed investor-level table based on 13F positions.
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 | No change | 181,093 | 7,642 | 0.16% | 0.11% | 1 | 0 | 0.0% | Q3 2024 | Nov 14, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 47,031 | 1,985 | 0.0% | 0.0% | 2 | -1,138 | -2.36% | Q3 2024 | Oct 18, 2024 |
| UHLMANN PRICE SECURITIES, LLC | History | New | 42,614 | 1,798 | 1.43% | — | 3 | +42,614 | New | Q3 2024 | Jul 30, 2025 |
| Allspring Global Investments Holdings, LLC | History | Added to | 34,715 | 1,464 | 0.0% | 0.0% | 4 | +4,859 | 16.27% | Q3 2024 | Oct 18, 2024 |
| MORGAN STANLEY | History | Reduced | 28,508 | 1,203 | 0.0% | 0.0% | 5 | -4,810 | -14.44% | Q3 2024 | May 14, 2025 |
| Rockefeller Capital Management L.P. | History | Added to | 27,929 | 1,178 | 0.0% | 0.0% | 6 | +2,683 | 10.63% | Q3 2024 | Nov 14, 2024 |
| D.A. DAVIDSON & CO. | History | Added to | 22,327 | 942 | 0.01% | 0.01% | 7 | +5,206 | 30.41% | Q3 2024 | Nov 13, 2024 |
| BANK OF MONTREAL /CAN/ | History | New | 13,204 | 572 | 0.0% | — | 8 | +13,204 | New | Q3 2024 | Nov 13, 2024 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 12,079 | 509 | 0.0% | 0.0% | 9 | -5,990 | -33.15% | Q3 2024 | Nov 13, 2024 |
| Zimmer Partners, LP | History | No change | 9,611 | 405 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q3 2024 | Nov 14, 2024 |
| BANK OF AMERICA CORP /DE/ | History | New | 8,743 | 368 | 0.0% | — | 11 | +8,743 | New | Q3 2024 | Mar 18, 2025 |
| UBS Group AG | History | Added to | 4,073 | 171 | 0.0% | 0.0% | 12 | +2,440 | 149.42% | Q3 2024 | Nov 14, 2024 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 1,800 | 75 | 0.0% | — | 13 | +1,800 | New | Q3 2024 | Nov 12, 2024 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,451 | 61 | 0.0% | 0.0% | 14 | -5,250 | -78.35% | Q3 2024 | Nov 13, 2024 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 225 | 10 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q3 2024 | Oct 25, 2024 |
| Steward Partners Investment Advisory, LLC | History | New | 200 | 8 | 0.0% | — | 16 | +200 | New | Q3 2024 | Nov 14, 2024 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,798 | -100.0% | Q2 2024 | Aug 08, 2024 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -2,082 | -100.0% | Q2 2024 | Nov 06, 2024 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2024 | Aug 13, 2024 |