Hm Payson & CO Managed Portfolio Ser Tortoise Transaction History

Hm Payson & CO

$5.81 Billion
Q3 2024

A detailed history of Hm Payson & CO transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Hm Payson & CO holds 509 shares of TPYP stock, worth $17,672. This represents 0.0% of its overall portfolio holdings.

Number of Shares

509

Holding current value

$17,672

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 28, 2024	BUY	$28.68 - $32.0 $14,598 - $16,288	509 New	509 $15,000

Others Institutions Holding TPYP

# of Institutions

117

Shares Held

16.5M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

3.21M
Shares

$111 Million
0.01% of portfolio
Arvest Trust CO N A Rogers, AR

2.03M
Shares

$70.6 Million
3.87% of portfolio
Arvest Bank Trust Division Dewey, OK

1.35M
Shares

$46.9 Million
2.44% of portfolio
Magnus Financial Group LLC New York, NY

824K
Shares

$28.6 Million
2.66% of portfolio
Traphagen Investment Advisors LLC Oradell, NJ

751K
Shares

$26.1 Million
2.72% of portfolio

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About MANAGED PORTFOLIO SER TORTOISE

Ticker TPYP
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