Purchases and Sales Made in Q3 2023 in Managed Portfolio Ser Tortoise (TPYP)

TPYP Quotes by TradingView

This table provides information about the institutional ownership of Managed Portfolio Ser Tortoise (TPYP) during Q3 2023. The information is specifically focused on institutions that hold shares of MANAGED PORTFOLIO SER TORTOISE.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jun 17, 2024 Q3 2023
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
588K
+ 69.99%
$14.3M - $15.1M
1.43M $50.5M
Nov 14, 2023 Q3 2023
Arvest Trust CO N A

Rogers, AR
BUY
 -
43.5K
+ 2.22%
$1.06M - $1.12M
2M $70.6M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
34.2K
+ 38.14%
$833K - $877K
124K $4.38M
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
32.8K
+ 391.21%
$799K - $842K
41.2K $1.46M
Nov 13, 2023 Q3 2023
Dfpg Investments, LLC

BUY
 -
13.7K
New
$333K - $351K
13.7K $484K
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
10.1K
New
$245K - $258K
10.1K $355K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
9.75K
+ 1.66%
$237K - $250K
597K $21.1M
Oct 30, 2023 Q3 2023
First Purpose Wealth LLC

BUY
 -
9.09K
New
$221K - $233K
9.09K $321K
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
9.01K
+ 37.3%
$219K - $231K
33.1K $1.17M
Nov 09, 2023 Q3 2023
Wbi Investments, Inc.

BUY
 -
8.33K
New
$203K - $214K
8.33K $294K
Oct 13, 2023 Q3 2023
Smith & Howard Wealth Management, LLC

BUY
 -
5.63K
+ 4.72%
$137K - $145K
125K $4.42M
Nov 01, 2023 Q3 2023
Regions Financial Corp

BUY
 -
5.04K
+ 2.55%
$123K - $129K
203K $7.16M
Nov 14, 2023 Q3 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
4.92K
+ 6.78%
$120K - $126K
77.5K $2.74M
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
3.63K
New
$88.3K - $93K
3.63K $128K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
2.73K
+ 0.68%
$66.5K - $70.1K
402K $14.2M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
2.72K
+ 16.31%
$66.2K - $69.7K
19.4K $685K
Oct 10, 2023 Q3 2023
Triangle Securities Wealth Management

BUY
 -
2.39K
+ 0.91%
$58.1K - $61.2K
264K $9.32M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.71K
+ 1.82%
$41.7K - $44K
96K $3.39M
Oct 20, 2023 Q3 2023
Atwood & Palmer Inc

BUY
 -
1.67K
+ 0.28%
$40.5K - $42.7K
606K $21.4M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
1.42K
+ 0.47%
$34.6K - $36.4K
301K $10.6M
Oct 30, 2023 Q3 2023
Sandy Spring Bank

BUY
 -
1.16K
+ 3.17%
$28.1K - $29.6K
37.6K $1.33M
Oct 16, 2023 Q3 2023
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
1.14K
+ 0.49%
$27.8K - $29.3K
236K $8.35M
Nov 14, 2023 Q3 2023
Bollard Group LLC

Boston, MA
BUY
 -
772
+ 1.22%
$18.8K - $19.8K
63.9K $2.26M
Oct 17, 2023 Q3 2023
Financial Enhancement Group LLC

Anderson, IN
BUY
 -
758
+ 1.46%
$18.5K - $19.5K
52.8K $1.86M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
707
+ 5.95%
$17.2K - $18.1K
12.6K $445K
Oct 10, 2023 Q3 2023
Wealth Care Investment Partners, LLC

BUY
 -
576
+ 0.77%
$14K - $14.8K
75K $2.65M
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
500
New
$12.2K - $12.8K
500 $17.7K
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
391
+ 72.41%
$9.52K - $10K
931 $32.9K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
304
New
$7.4K - $7.8K
304 $10.7K
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
286
New
$6.96K - $7.34K
286 $10.1K
Oct 10, 2023 Q3 2023
Stokes Capital Advisors, LLC

BUY
 -
219
+ 0.99%
$5.33K - $5.62K
22.4K $793K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
120
New
$2.92K - $3.08K
120 $4.24K
Oct 10, 2023 Q3 2023
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
105
+ 1.22%
$2.56K - $2.69K
8.69K $307K
Dec 04, 2023 Q3 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
45
+ 56.25%
$1.1K - $1.15K
125 $4.42K
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
37
New
$901 - $949
37 $1.31K
Oct 24, 2023 Q3 2023
Foster & Motley Inc

Cincinnati, OH
BUY
 -
36
+ 0.01%
$877 - $924
695K $24.6M
Oct 10, 2023 Q3 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
33
+ 0.0%
$804 - $847
771K $27.2M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
18
+ 0.01%
$438 - $462
213K $7.55M
Oct 25, 2023 Q3 2023
Leading Edge Financial Planning LLC

Knoxville, TN
BUY
 -
1
+ 0.01%
$24.4 - $25.7
12.9K $456K
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 16, 2023 Q3 2023
Lex Aurum Advisors, LLC

SELL
 -
-16
- 0.02%
$390 - $411
65.7K $2.32M
Sep 11, 2024 Q3 2023
Summit Wealth Partners, LLC

Orlando, FL
SELL
 -
-21
- 0.06%
$511 - $539
37.5K $1.33M
Nov 14, 2023 Q3 2023
Private Portfolio Partners LLC

SELL
 -
-114
- 1.16%
$2.78K - $2.93K
9.71K $343K
Oct 10, 2023 Q3 2023
Howard Financial Services, Ltd.

SELL
 -
-160
- 1.01%
$3.9K - $4.11K
15.7K $554K
Nov 13, 2023 Q3 2023
Brown Brothers Harriman & CO

New York, NY
SELL
 -
-321
- 6.72%
$7.82K - $8.24K
4.46K $158K
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-388
- 13.69%
$9.45K - $9.96K
2.45K $86.5K
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

SELL
 -
-584
- 1.23%
$14.2K - $15K
47.1K $1.66M
Dec 11, 2023 Q3 2023
Wesbanco Bank Inc

SELL
 -
-1K
- 3.7%
$24.4K - $25.7K
26K $921K

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