Global Retirement Partners, LLC Managed Portfolio Ser Tortoise Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Global Retirement Partners, LLC holds 34,478 shares of TPYP stock, worth $1.21 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

34,478

Previous 38,999 11.59%

Holding current value

$1.21 Million

Previous $1.22 Million 3.92%

% of portfolio

0.03%

Previous 0.04%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$31.7 - $36.82 $143,315 - $166,463	-4,521 Reduced 11.59%	34,478 $1.18 Million
Q3 2024 Oct 16, 2024	SELL	$28.68 - $32.0 $64,501 - $71,968	-2,249 Reduced 5.45%	38,999 $1.22 Million
Q2 2024 Jul 23, 2024	BUY	$26.63 - $29.03 $14,087 - $15,356	529 Added 1.3%	41,248 $1.19 Million
Q1 2024 Apr 23, 2024	BUY	$25.32 - $27.96 $56,868 - $62,798	2,246 Added 5.84%	40,719 $1.14 Million
Q4 2023 Jan 18, 2024	SELL	$23.59 - $26.45 $263,854 - $295,843	-11,185 Reduced 22.52%	38,473 $997,000
Q3 2023 Oct 13, 2023	SELL	$24.35 - $25.66 $36,719 - $38,695	-1,508 Reduced 2.95%	49,658 $1.21 Million
Q2 2023 Jul 20, 2023	SELL	$23.58 - $24.97 $61,590 - $65,221	-2,612 Reduced 4.86%	51,166 $1.26 Million
Q1 2023 May 05, 2023	SELL	$22.96 - $25.79 $22,110 - $24,835	-963 Reduced 1.76%	53,778 $1.31 Million
Q4 2022 Feb 13, 2023	BUY	$23.36 - $26.48 $19,458 - $22,057	833 Added 1.55%	54,741 $1.35 Million
Q4 2022 Feb 13, 2023	BUY	$23.36 - $26.48 $19,458 - $22,057	833 Added 1.55%	54,741 $1.35 Million
Q3 2022 Nov 03, 2022	BUY	$22.85 - $27.34 $73,691 - $88,171	3,225 Added 6.36%	53,908 $1.37 Million
Q2 2022 Jul 15, 2022	BUY	$23.4 - $28.48 $228,688 - $278,335	9,773 Added 23.89%	50,683 $1.23 Million
Q1 2022 Jul 14, 2022	BUY	$22.5 - $26.72 $920,475 - $1.09 Million	40,910 New	40,910 $1.09 Million
Q4 2021 Jan 21, 2022	SELL	$21.34 - $23.93 $976,625 - $1.1 Million	-45,765 Closed	0 $0
Q3 2021 Oct 22, 2021	SELL	$20.88 - $22.86 $45,059 - $49,331	-2,158 Reduced 4.5%	45,765 $998,000
Q2 2021 Jul 15, 2021	BUY	$20.36 - $23.9 $98,094 - $115,150	4,818 Added 11.18%	47,923 $1.08 Million
Q1 2021 Apr 14, 2021	BUY	$17.21 - $20.92 $142,120 - $172,757	8,258 Added 23.7%	43,105 $874,000
Q4 2020 Jan 13, 2021	SELL	$14.86 - $18.85 $16,316 - $20,697	-1,098 Reduced 3.05%	34,847 $604,000
Q3 2020 Oct 09, 2020	BUY	$14.89 - $17.92 $16,647 - $20,034	1,118 Added 3.21%	35,945 $538,000
Q2 2020 Jul 13, 2020	BUY	$12.68 - $19.51 $56,324 - $86,663	4,442 Added 14.62%	34,827 $576,000
Q1 2020 Apr 28, 2020	BUY	$11.57 - $23.89 $351,554 - $725,897	30,385 New	30,385 $413,000

Others Institutions Holding TPYP

# of Institutions

115

Shares Held

16.2M

Call Options Held

Put Options Held

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About MANAGED PORTFOLIO SER TORTOISE

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Global Retirement Partners, LLC Managed Portfolio Ser Tortoise Transaction History