TORTOISE ENERGY INDEPENDENCE FUND, INC. - 89148K101
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Private Advisor Group, LLC | History | Added to | 404,434 | 465 | 0.01% | 0.02% | 1 | +130,321 | 47.54% | Q1 2020 | May 12, 2020 |
| MORGAN STANLEY | History | Reduced | 261,403 | 301 | 0.0% | 0.0% | 2 | -93,926 | -26.43% | Q1 2020 | May 26, 2020 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 206,718 | 237 | 0.0% | 0.01% | 3 | -65,277 | -24.0% | Q1 2020 | May 13, 2020 |
| UBS Group AG | History | Added to | 103,950 | 119 | 0.0% | 0.0% | 4 | +6,864 | 7.07% | Q1 2020 | May 01, 2020 |
| ROYAL BANK OF CANADA | History | Added to | 74,050 | 85 | 0.0% | 0.0% | 5 | +7,987 | 12.09% | Q1 2020 | Jun 16, 2020 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 56,442 | 65 | 0.0% | 0.0% | 6 | -9,029 | -13.79% | Q1 2020 | Jun 02, 2020 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 55,211 | 64 | 0.0% | 0.0% | 7 | -20,711 | -27.28% | Q1 2020 | May 15, 2020 |
| Rockefeller Capital Management L.P. | History | New | 45,900 | 53 | 0.0% | — | 8 | +45,900 | New | Q1 2020 | May 12, 2020 |
| GOLDMAN SACHS GROUP INC | History | New | 44,842 | 52 | 0.0% | — | 9 | +44,842 | New | Q1 2020 | May 15, 2020 |
| Advisor Group Holdings, Inc. | History | New | 43,095 | 48 | 0.0% | — | 10 | +43,095 | New | Q1 2020 | May 18, 2020 |
| AMERIPRISE FINANCIAL INC | History | Added to | 38,778 | 45 | 0.0% | 0.0% | 11 | +18,506 | 91.29% | Q1 2020 | May 15, 2020 |
| WELLS FARGO & COMPANY/MN | History | Added to | 27,215 | 32 | 0.0% | 0.0% | 12 | +1,281 | 4.94% | Q1 2020 | May 14, 2020 |
| Creative Planning | History | New | 18,000 | 21 | 0.0% | — | 13 | +18,000 | New | Q1 2020 | May 05, 2020 |
| Advisors Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -88,680 | -100.0% | Q1 2020 | Aug 21, 2026 |
| RMB Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -86,171 | -100.0% | Q1 2020 | May 11, 2020 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,547 | -100.0% | Q1 2020 | May 14, 2020 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.0% | — | -20,497 | -100.0% | Q1 2020 | May 14, 2020 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,400 | -100.0% | Q1 2020 | May 14, 2020 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,594 | -100.0% | Q1 2020 | May 15, 2020 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2020 | May 12, 2020 |
| US BANCORP \DE\ | History | No change | 400 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2020 | May 13, 2020 |