Latest Institutional Transactions on Managed Portfolio Ser Tortoise (TPYP)
This table provides information on the latest institutional transactions involving Managed Portfolio Ser Tortoise (TPYP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-506- 0.22% |
$16K - $18.6K
|
232K
$8.16M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-44- 15.44% |
$1.39K - $1.62K
|
241
$8.48K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-3.48K- 16.0% |
$110K - $128K
|
18.3K
$642K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-7.26K- 11.39% |
$230K - $267K
|
56.5K
$1.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.81K- 9.4% |
$89K - $103K
|
27.1K
$952K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-100- 0.57% |
$3.17K - $3.68K
|
17.5K
$615K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.52K- 11.59% |
$143K - $166K
|
34.5K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-28- 0.8% |
$888 - $1.03K
|
3.46K
$122K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
165+ 2.76% |
$5.23K - $6.08K
|
6.14K
$216K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-230- 1.29% |
$7.29K - $8.47K
|
17.5K
$617K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
3.19KNew |
$101K - $117K
|
3.19K
$112K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.27K- 9.06% |
$40.1K - $46.6K
|
12.7K
$446K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-447- 2.04% |
$14.2K - $16.5K
|
21.4K
$753K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
505+ 7.33% |
$16K - $18.6K
|
7.39K
$260K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-2.19K- 2.01% |
$69.4K - $80.6K
|
107K
$3.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-627- 6.1% |
$19.9K - $23.1K
|
9.66K
$340K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-16K- 18.3% |
$507K - $589K
|
71.5K
$2.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-29.9K- 4.21% |
$947K - $1.1M
|
680K
$23.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-4.57K- 1.49% |
$145K - $168K
|
302K
$10.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-123K- 31.37% |
$3.9M - $4.53M
|
269K
$9.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-670- 15.47% |
$21.2K - $24.7K
|
3.66K
$129K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-742- 2.62% |
$23.5K - $27.3K
|
27.6K
$971K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-14.3K- 1.9% |
$453K - $526K
|
737K
$25.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-3.48K- 4.78% |
$110K - $128K
|
69.4K
$2.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
9.08K+ 1.1% |
$288K - $334K
|
833K
$29.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
655+ 0.58% |
$20.8K - $24.1K
|
114K
$4.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
14.5K+ 2.25% |
$459K - $533K
|
657K
$23.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
551+ 3.89% |
$17.5K - $20.3K
|
14.7K
$517K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.58K- 18.77% |
$81.8K - $95K
|
11.2K
$392K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.57K+ 23.18% |
$177K - $205K
|
29.6K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
131+ 1.22% |
$4.15K - $4.82K
|
10.9K
$383K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-11.3K- 4.38% |
$357K - $415K
|
246K
$8.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
7.6K+ 14.83% |
$241K - $280K
|
58.8K
$2.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.42K- 3.4% |
$108K - $126K
|
97.1K
$3.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$1.59K - $1.84K
|
50
$1.76K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.43K+ 13.59% |
$45.2K - $52.5K
|
11.9K
$419K
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
6.3KNew |
$200K - $232K
|
6.3K
$222K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-443K- 24.7% |
$12.7M - $14.2M
|
1.35M
$47.5M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
41.7KNew |
$1.2M - $1.33M
|
41.7K
$1.47M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-744- 45.73% |
$21.3K - $23.8K
|
883
$31.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.23K+ 2.14% |
$35.3K - $39.4K
|
58.7K
$2.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-124K- 78.61% |
$3.55M - $3.96M
|
33.7K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
115K+ 3.73% |
$3.31M - $3.69M
|
3.21M
$113M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.18K+ 0.97% |
$149K - $166K
|
539K
$18.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-405- 0.81% |
$11.6K - $13K
|
49.6K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
292+ 0.36% |
$8.37K - $9.34K
|
81.9K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.61K+ 1.53% |
$104K - $116K
|
240K
$8.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-587- 5.24% |
$16.8K - $18.8K
|
10.6K
$373K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.03KNew |
$29.4K - $32.8K
|
1.03K
$36K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
856+ 29.26% |
$24.6K - $27.4K
|
3.78K
$133K
|
|