James Investment Research Inc Managed Portfolio Ser Tortoise Transaction History

James Investment Research Inc

$853 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 24, 2019	SELL	N/A	-11,675 Closed	0 $0
Q1 2018 Apr 12, 2018	BUY	N/A	4,920 Added 72.83%	11,675 $243,000
Q4 2017 Jan 23, 2018	BUY	N/A	6,755	6,755 $158,000

Others Institutions Holding TPYP

# of Institutions

116

Shares Held

16.5M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.21M
Shares

$110 Million
0.01% of portfolio
Arvest Trust CO N A Rogers, AR

2.03M
Shares

$69.6 Million
3.87% of portfolio
Arvest Bank Trust Division Dewey, OK

1.35M
Shares

$46.3 Million
2.44% of portfolio
Magnus Financial Group LLC New York, NY

824K
Shares

$28.2 Million
2.66% of portfolio
Traphagen Investment Advisors LLC Oradell, NJ

751K
Shares

$25.7 Million
2.72% of portfolio

About MANAGED PORTFOLIO SER TORTOISE

Ticker TPYP
Sector ETFs
Industry ETFs

More about TPYP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of James Investment Research Inc, based on Form 13F filings with the SEC.

News

Stay updated on James Investment Research Inc with notifications on news.