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NDP
TORTOISE ENERGY INDEPENDENCE FUND, INC.
Delisted
NDP was delisted on the 20th of December, 2024.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
SMFS
26
Squar Milner Financial Services
Irvine,
California
| $38K | +$39.8K | +572 | New |
|
| 27 |
FHA
27
First Horizon Advisors
Memphis,
Tennessee
| $13K | – | – | – |
|
| 28 |
CFGS
28
Concourse Financial Group Securities
Birmingham,
Alabama
| $5K | – | – | – |
|
| 29 |
29
US Bancorp
Minneapolis,
Minnesota
| $3K | – | – | – |
|
| 30 |
30
Citigroup
New York
| $2K | – | – | – |
|
| 31 |
FHB
31
First Hawaiian Bank
Honolulu,
Hawaii
| $2K | – | – | – |
|
| 32 |
WAM
32
Wolverine Asset Management
Chicago,
Illinois
| – | -$1.16M | -21,464 | Closed |
|
| 33 |
WAM
33
Weiss Asset Management
Boston,
Massachusetts
| – | -$240K | -4,418 | Closed |
|
| 34 |
34
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$173K | -3,201 | Closed |
|
| 35 |
PAG
35
Private Advisor Group
Morristown,
New Jersey
| – | -$71K | -1,306 | Closed |
|
| 36 |
MOS
36
MGO One Seven
Beachwood,
Ohio
| – | -$61K | -1,130 | Closed |
|
| 37 |
IA
37
IFP Advisors
Tampa,
Florida
| – | -$16K | -301 | Closed |
|
| 38 |
BRC
38
Bell Rock Capital
Rehoboth Beach,
Delaware
| – | -$4K | -83 | Closed |
|