Financial Partners Group, Inc Managed Portfolio Ser Tortoise Transaction History

Financial Partners Group, Inc

$664 Million
Q4 2024

A detailed history of Financial Partners Group, Inc transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Financial Partners Group, Inc holds 71,450 shares of TPYP stock, worth $2.51 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

71,450

Previous 87,456 18.3%

Holding current value

$2.51 Million

Previous $2.74 Million 11.26%

% of portfolio

0.37%

Previous 0.42%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$31.7 - $36.82 $507,390 - $589,340	-16,006 Reduced 18.3%	71,450 $2.44 Million
Q3 2024 Oct 30, 2024	BUY	$28.68 - $32.0 $12,963 - $14,464	452 Added 0.52%	87,456 $2.74 Million
Q2 2024 Jul 19, 2024	SELL	$26.63 - $29.03 $38,054 - $41,483	-1,429 Reduced 1.62%	87,004 $2.51 Million
Q1 2024 May 07, 2024	BUY	$25.32 - $27.96 $21,091 - $23,290	833 Added 0.95%	88,433 $2.47 Million
Q4 2023 Feb 09, 2024	SELL	$23.59 - $26.45 $118,586 - $132,964	-5,027 Reduced 5.43%	87,600 $2.27 Million
Q3 2023 Nov 13, 2023	BUY	$24.35 - $25.66 $139,087 - $146,569	5,712 Added 6.57%	92,627 $2.26 Million
Q2 2023 Aug 08, 2023	BUY	$23.58 - $24.97 $361,552 - $382,865	15,333 Added 21.42%	86,915 $2.14 Million
Q1 2023 May 12, 2023	BUY	$22.96 - $25.79 $90,118 - $101,225	3,925 Added 5.8%	71,582 $1.74 Million
Q4 2022 Feb 14, 2023	BUY	$23.36 - $26.48 $35,577 - $40,329	1,523 Added 2.3%	67,657 $1.67 Million
Q3 2022 Nov 14, 2022	BUY	$22.85 - $27.34 $225,735 - $270,091	9,879 Added 17.56%	66,134 $1.53 Million
Q2 2022 Aug 12, 2022	BUY	$23.4 - $28.48 $652,953 - $794,705	27,904 Added 98.42%	56,255 $1.36 Million
Q1 2022 Apr 29, 2022	BUY	$22.5 - $26.72 $22,950 - $27,254	1,020 Added 3.73%	28,351 $751,000
Q4 2021 Feb 10, 2022	BUY	$21.34 - $23.93 $172,064 - $192,947	8,063 Added 41.85%	27,331 $647,000
Q3 2021 Nov 05, 2021	BUY	$20.88 - $22.86 $82,726 - $90,571	3,962 Added 25.89%	19,268 $420,000
Q2 2021 Aug 13, 2021	BUY	$20.36 - $23.9 $311,630 - $365,813	15,306 New	15,306 $345,000
Q4 2020 Feb 16, 2021	SELL	$14.86 - $18.85 $296,635 - $376,283	-19,962 Closed	0 $0
Q3 2020 Nov 13, 2020	SELL	$14.89 - $17.92 $271,802 - $327,111	-18,254 Reduced 47.77%	19,962 $299,000
Q2 2020 Aug 06, 2020	BUY	$12.68 - $19.51 $484,578 - $745,594	38,216 New	38,216 $632,000

Others Institutions Holding TPYP

# of Institutions

121

Shares Held

16.4M

Call Options Held

Put Options Held

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Financial Partners Group, Inc Managed Portfolio Ser Tortoise Transaction History