Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| FIRST TRUST/GALLATIN SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND | 7,025.17 | reported | 01 Sept 2011 | tx 18+7,025.17−265 |
| Western Midstream Partners, LP | 3,778 | reported | 12 Feb 2026 | tx 20+74,122−34,772 |
| TORTOISE MLP FUND, INC. | 3,000 | reported | 22 Dec 2011 | tx 7+4,000−1,083.57 |
| TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC | 2,000 | reported | 22 Dec 2011 | tx 6+3,250−1,250 |
| TORTOISE ENERGY INDEPENDENCE FUND, INC. | 1,000 | reported | 31 Jul 2012 | tx 1+1,000 |
| TORTOISE PIPELINE & ENERGY FUND, INC. | 700 | reported | 21 Feb 2014 | tx 3+1,200−500 |
| TORTOISE ENERGY INFRASTRUCTURE CORP | 278 | reported | 23 Jun 2014 | tx 17+4,497.59−1,970.18 |
| TORTOISE NORTH AMERICAN ENERGY CORP | 0 | reported | 23 Jun 2014 | tx 17+4,759−6,442.43 |
| TORTOISE ENERGY CAPITAL CORP | 0 | reported | 23 Jun 2014 | tx 12+2,000−2,817.52 |
| TORTOISE CAPITAL RESOURCES CORP | 0 | reported | 15 Mar 2024 | tx 70+1,747,525−637,081 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 Feb 2026 | EXERCISE | Western Midstream Partners, LP | 3,843 | 0.00 USD | |
| 12 Feb 2026 | EXERCISE | Western Midstream Partners, LP | 3,843 | 0.00 USD | deriv |
| 12 Feb 2026 | GRANT_AWARD | Western Midstream Partners, LP | 3,778 | 0.00 USD | deriv |
| 20 Feb 2025 | GRANT_AWARD | Western Midstream Partners, LP | 3,843 | 0.00 USD | deriv |
| 12 Feb 2025 | EXERCISE | Western Midstream Partners, LP | 5,199 | 0.00 USD | |
| 12 Feb 2025 | EXERCISE | Western Midstream Partners, LP | 5,199 | 0.00 USD | deriv |
| 12 Feb 2024 | CONVERSION | TORTOISE CAPITAL RESOURCES CORP | 138,830 | — | |
| 12 Feb 2024 | CONVERSION | TORTOISE CAPITAL RESOURCES CORP | 109,558 | — | |
| 14 Feb 2024 | CONVERSION | TORTOISE CAPITAL RESOURCES CORP | 204,162 | 0.00 USD | deriv |
| 15 Mar 2024 | OTHER | TORTOISE CAPITAL RESOURCES CORP | 78,866 | 0.00 USD | deriv |
| 14 Feb 2024 | CONVERSION | TORTOISE CAPITAL RESOURCES CORP | 161,114 | 0.00 USD | deriv |
| 27 Feb 2024 | PURCHASE | Western Midstream Partners, LP | 800 | 34.24 USD | first after silence |
| 12 Feb 2024 | EXERCISE | Western Midstream Partners, LP | 5,088 | 0.00 USD | |
| 12 Feb 2024 | EXERCISE | Western Midstream Partners, LP | 5,088 | 0.00 USD | deriv |
| 13 Feb 2024 | GRANT_AWARD | Western Midstream Partners, LP | 5,199 | 0.00 USD | deriv |
| 15 Mar 2023 | EXERCISE | TORTOISE CAPITAL RESOURCES CORP | 39,431 | — | |
| 15 Mar 2023 | TAX_WITHHOLDING | TORTOISE CAPITAL RESOURCES CORP | 13,663 | 1.22 USD | |
| 15 Mar 2023 | EXERCISE | TORTOISE CAPITAL RESOURCES CORP | 39,431 | 0.00 USD | deriv |
| 12 Feb 2023 | EXERCISE | Western Midstream Partners, LP | 5,588 | 0.00 USD | |
| 12 Feb 2023 | EXERCISE | Western Midstream Partners, LP | 5,588 | 0.00 USD | deriv |
| 14 Feb 2023 | GRANT_AWARD | Western Midstream Partners, LP | 5,088 | 0.00 USD | deriv |
| 26 May 2022 | GRANT_AWARD | TORTOISE CAPITAL RESOURCES CORP | 118,297 | 0.00 USD | deriv |
| 12 Feb 2022 | EXERCISE | Western Midstream Partners, LP | 7,872 | 0.00 USD | |
| 15 Feb 2022 | GRANT_AWARD | Western Midstream Partners, LP | 5,588 | 0.00 USD | deriv |
| 12 Feb 2022 | EXERCISE | Western Midstream Partners, LP | 7,872 | 0.00 USD | deriv |
4 purchases reported after at least 12 months of silence — most recent on 27 Feb 2024.