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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
39.7KNew |
$1.14M - $1.27M
|
39.7K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
143K+ 5948.13% |
$4.1M - $4.58M
|
146K
$5.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.7K+ 10.07% |
$106K - $118K
|
40.4K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.7K+ 99.39% |
$680K - $759K
|
47.6K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.11K+ 3.25% |
$89.1K - $99.5K
|
98.7K
$3.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.9KNew |
$541K - $604K
|
18.9K
$664K
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
717+ 1.08% |
$20.6K - $22.9K
|
66.9K
$2.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32K+ 12.52% |
$917K - $1.02M
|
287K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
9.75K+ 4.45% |
$280K - $312K
|
229K
$8.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-56- 12.93% |
$1.61K - $1.79K
|
377
$13.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.11K- 41.59% |
$204K - $228K
|
9.99K
$351K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-151- 66.81% |
$4.33K - $4.83K
|
75
$2.64K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-36.7K- 62.5% |
$1.05M - $1.17M
|
22K
$773K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.9K- 46.86% |
$112K - $125K
|
4.42K
$156K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4+ 0.02% |
$115 - $128
|
25.3K
$889K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.01K- 0.44% |
$28.9K - $32.2K
|
229K
$8.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-101- 0.04% |
$2.9K - $3.23K
|
254K
$8.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-314- 0.28% |
$9.01K - $10K
|
111K
$3.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-564- 0.56% |
$16.2K - $18K
|
99.3K
$3.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
86+ 0.9% |
$2.47K - $2.75K
|
9.63K
$339K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
6.74KNew |
$193K - $216K
|
6.74K
$237K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
84.7K+ 139.51% |
$2.43M - $2.71M
|
145K
$5.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.99K- 7.31% |
$172K - $192K
|
75.9K
$2.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-238K- 35.56% |
$6.82M - $7.61M
|
431K
$15.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
7.04KNew |
$202K - $225K
|
7.04K
$248K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
530New |
$15.2K - $17K
|
530
$18.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.79KNew |
$195K - $217K
|
6.79K
$239K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
509New |
$14.6K - $16.3K
|
509
$17.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-205- 32.28% |
$5.88K - $6.56K
|
430
$15.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-445- 1.05% |
$12.8K - $14.2K
|
42.1K
$1.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
9.13KNew |
$262K - $292K
|
9.13K
$321K
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-11.3K- 8.73% |
$324K - $361K
|
118K
$4.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.01K- 9.43% |
$29K - $32.4K
|
9.72K
$342K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.93K+ 1.77% |
$141K - $158K
|
284K
$9.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-77.1K- 33.49% |
$2.21M - $2.47M
|
153K
$5.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.76KNew |
$280K - $312K
|
9.76K
$343K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.59K- 2.61% |
$103K - $115K
|
134K
$4.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-5.17K- 7.2% |
$148K - $166K
|
66.7K
$2.34M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9+ 0.04% |
$258 - $288
|
22K
$772K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
200+ 0.76% |
$5.74K - $6.4K
|
26.4K
$927K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
26K+ 9.87% |
$746K - $833K
|
290K
$10.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Objectivity Squared, LLC
Charleston, SC |
SELL
|
- |
-315- 1.34% |
$9.03K - $10.1K
|
23.3K
$818K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
709New |
$18.9K - $20.6K
|
709
$24.9K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
100New |
$2.66K - $2.9K
|
100
$3.52K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
437New |
$11.6K - $12.7K
|
437
$15.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-16.4K- 48.17% |
$438K - $477K
|
17.7K
$622K
|
|
|
Aug 14, 2024
Q2 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
68.4KNew |
$1.82M - $1.99M
|
68.4K
$2.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.96KNew |
$185K - $202K
|
6.96K
$245K
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-3.95K- 23.89% |
$105K - $115K
|
12.6K
$442K
|
|