LOVELL MINNICK PARTNERS LLC

PrivateCIK: 1413369

Location

RADNOR, PA

MOORE KATHERINE

→TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND

Aug 15, 2022·Aug 15, 2022

1 txn

PAQUETTE JENNIFER

→TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND

Jun 17, 2022·Jun 17, 2022

1 txn

YASINSKY JOHN B

→TRISTATE CAPITAL HOLDINGS, INC.

Jun 2, 2022·Jun 2, 2022

5 txn

PAQUETTE JENNIFER

→TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND

Mar 21, 2022·Mar 21, 2022

1 txn

HERGER ALEXANDRA

→TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND

Jan 24, 2022·Jan 24, 2022

1 txn

YASINSKY JOHN B

→TRISTATE CAPITAL HOLDINGS, INC.

Dec 21, 2021·Dec 21, 2021

2 txn

WICKLIFFE SEAN PAUL

→TORTOISE MIDSTREAM ENERGY FUND, INC.

Jul 23, 2021·Jul 23, 2021

1 txn

WICKLIFFE SEAN PAUL

→TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC

Jul 23, 2021·Jul 23, 2021

1 txn

WICKLIFFE SEAN PAUL

→TORTOISE ENERGY INDEPENDENCE FUND, INC.

Jul 23, 2021·Jul 23, 2021

1 txn

WICKLIFFE SEAN PAUL

→TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND

Jul 23, 2021·Jul 23, 2021

1 txn

WICKLIFFE SEAN PAUL

→TORTOISE ENERGY INFRASTRUCTURE CORP

Jul 23, 2021·Jul 23, 2021

1 txn

HERGER ALEXANDRA

→TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND

Jul 22, 2021·Jul 22, 2021

1 txn

MURPHY GREGORY DANIEL

→TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND

Jul 13, 2021·Jul 13, 2021

1 txn

DE LAMAZE JEAN-HUGUES

→TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND

Jul 9, 2021·Jul 9, 2021

1 txn

PRAKASH PRASHANTH

→TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND

Jul 9, 2021·Jul 9, 2021

1 txn

JHUNJHUNWALA MANEESH

→TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND

Jul 9, 2021·Jul 9, 2021

1 txn

YASINSKY JOHN B

→TRISTATE CAPITAL HOLDINGS, INC.

Dec 22, 2020·Dec 22, 2020

1 txn

YASINSKY JOHN B

→TRISTATE CAPITAL HOLDINGS, INC.

Feb 25, 2020·Feb 25, 2020

5 txn

YASINSKY JOHN B

→TRISTATE CAPITAL HOLDINGS, INC.

Dec 23, 2019·Dec 23, 2019

2 txn

LOVELL MINNICK PARTNERS LLC

→TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND

Mar 26, 2019·Mar 26, 2019

1 txn

LOVELL MINNICK PARTNERS LLC

→TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC

Jan 17, 2019·Jan 17, 2019

1 txn

LOVELL MINNICK PARTNERS LLC

→TORTOISE ENERGY INDEPENDENCE FUND, INC.

Jan 17, 2019·Jan 17, 2019

1 txn

LOVELL MINNICK PARTNERS LLC

→TORTOISE MIDSTREAM ENERGY FUND, INC.

Jan 17, 2019·Jan 17, 2019

1 txn

LOVELL MINNICK PARTNERS LLC

→TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC

Jan 17, 2019·Jan 17, 2019

1 txn

LOVELL MINNICK PARTNERS LLC

→TORTOISE ENERGY INFRASTRUCTURE CORP

Jan 17, 2019·Jan 17, 2019

1 txn

Page 1 of 2 · 28 total

Filer	Form	Target	Filed	Activity
MOORE KATHERINECIK · 1855203	3 Initial	TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUNDCIK · 1704299	Aug 15, 2022 Aug 15, 2022	1txn
PAQUETTE JENNIFERCIK · 1741493	4 Trade	TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUNDCIK · 1704299	Jun 17, 2022 Jun 17, 2022	1txn
YASINSKY JOHN BCIK · 1179116	4 Trade	TRISTATE CAPITAL HOLDINGS, INC.CIK · 1380846	Jun 2, 2022 Jun 2, 2022	5txn
PAQUETTE JENNIFERCIK · 1741493	4 Trade	TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUNDCIK · 1704299	Mar 21, 2022 Mar 21, 2022	1txn
HERGER ALEXANDRACIK · 1630060	4 Trade	TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUNDCIK · 1704299	Jan 24, 2022 Jan 24, 2022	1txn
YASINSKY JOHN BCIK · 1179116	4 Trade	TRISTATE CAPITAL HOLDINGS, INC.CIK · 1380846	Dec 21, 2021 Dec 21, 2021	2txn
WICKLIFFE SEAN PAULCIK · 1874240	3 Initial	TORTOISE MIDSTREAM ENERGY FUND, INC.CIK · 1490286	Jul 23, 2021 Jul 23, 2021	1txn
WICKLIFFE SEAN PAULCIK · 1874240	3 Initial	TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INCCIK · 1408201	Jul 23, 2021 Jul 23, 2021	1txn
WICKLIFFE SEAN PAULCIK · 1874240	3 Initial	TORTOISE ENERGY INDEPENDENCE FUND, INC.CIK · 1547158	Jul 23, 2021 Jul 23, 2021	1txn
WICKLIFFE SEAN PAULCIK · 1874240	3 Initial	TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUNDCIK · 1704299	Jul 23, 2021 Jul 23, 2021	1txn
WICKLIFFE SEAN PAULCIK · 1874240	3 Initial	TORTOISE ENERGY INFRASTRUCTURE CORPCIK · 1268533	Jul 23, 2021 Jul 23, 2021	1txn
HERGER ALEXANDRACIK · 1630060	4 Trade	TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUNDCIK · 1704299	Jul 22, 2021 Jul 22, 2021	1txn
MURPHY GREGORY DANIELCIK · 1872420	3 Initial	TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUNDCIK · 1704299	Jul 13, 2021 Jul 13, 2021	1txn
DE LAMAZE JEAN-HUGUESCIK · 1870515	3 Initial	TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUNDCIK · 1704299	Jul 9, 2021 Jul 9, 2021	1txn
PRAKASH PRASHANTHCIK · 1871111	3 Initial	TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUNDCIK · 1704299	Jul 9, 2021 Jul 9, 2021	1txn
JHUNJHUNWALA MANEESHCIK · 1870060	3 Initial	TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUNDCIK · 1704299	Jul 9, 2021 Jul 9, 2021	1txn
YASINSKY JOHN BCIK · 1179116	4 Trade	TRISTATE CAPITAL HOLDINGS, INC.CIK · 1380846	Dec 22, 2020 Dec 22, 2020	1txn
YASINSKY JOHN BCIK · 1179116	4 Trade	TRISTATE CAPITAL HOLDINGS, INC.CIK · 1380846	Feb 25, 2020 Feb 25, 2020	5txn
YASINSKY JOHN BCIK · 1179116	4 Trade	TRISTATE CAPITAL HOLDINGS, INC.CIK · 1380846	Dec 23, 2019 Dec 23, 2019	2txn
LOVELL MINNICK PARTNERS LLCCIK · 1413369	3 Initial	TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUNDCIK · 1704299	Mar 26, 2019 Mar 26, 2019	1txn
LOVELL MINNICK PARTNERS LLCCIK · 1413369	3 Initial	TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INCCIK · 1408201	Jan 17, 2019 Jan 17, 2019	1txn
LOVELL MINNICK PARTNERS LLCCIK · 1413369	3 Initial	TORTOISE ENERGY INDEPENDENCE FUND, INC.CIK · 1547158	Jan 17, 2019 Jan 17, 2019	1txn
LOVELL MINNICK PARTNERS LLCCIK · 1413369	3 Initial	TORTOISE MIDSTREAM ENERGY FUND, INC.CIK · 1490286	Jan 17, 2019 Jan 17, 2019	1txn
LOVELL MINNICK PARTNERS LLCCIK · 1413369	3 Initial	TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INCCIK · 1408201	Jan 17, 2019 Jan 17, 2019	1txn
LOVELL MINNICK PARTNERS LLCCIK · 1413369	3 Initial	TORTOISE ENERGY INFRASTRUCTURE CORPCIK · 1268533	Jan 17, 2019 Jan 17, 2019	1txn

Page 1 of 2 · 28 total