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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13.4KNew |
$315K - $383K
|
13.4K
$473K
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-7.6KClosed |
$178K - $216K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-8.03K- 30.22% |
$188K - $229K
|
18.6K
$652K
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.32KClosed |
$29.7K - $35.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.74KClosed |
$39.2K - $46.6K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-25- 40.98% |
$563 - $668
|
36
$1.27K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.5KClosed |
$33.8K - $40.1K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-138- 64.49% |
$3.11K - $3.69K
|
76
$2.67K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-576Closed |
$13K - $15.4K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
SELL
|
- |
-10KClosed |
$225K - $267K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-86Closed |
$1.94K - $2.3K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Next Capital Management LLC
|
SELL
|
- |
-13.7KClosed |
$308K - $366K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.36% |
$22.5 - $26.7
|
279
$9.81K
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.45KClosed |
$52.3K - $58.6K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-604- 88.95% |
$12.9K - $14.5K
|
75
$2.64K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-385Closed |
$8.22K - $9.21K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
1.01K+ 67.56% |
$21.6K - $24.2K
|
2.51K
$88.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
6.58KNew |
$140K - $157K
|
6.58K
$231K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.25KClosed |
$197K - $221K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
630New |
$13.4K - $15.1K
|
630
$22.2K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-25.8KClosed |
$539K - $590K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.36KClosed |
$48K - $56.4K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-19.9KClosed |
$343K - $417K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-23.1KClosed |
$343K - $435K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-26KClosed |
$386K - $490K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6.05KClosed |
$89.9K - $114K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Lindbrook Capital, LLC
|
SELL
|
- |
-254Closed |
$3.77K - $4.79K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
210New |
$3.12K - $3.96K
|
210
$7.39K
|
|
|
Jan 25, 2021
Q4 2020
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-15KClosed |
$222K - $282K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Dec 18, 2020
Q3 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-43.7KClosed |
$651K - $784K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
73New |
$1.09K - $1.31K
|
73
$2.57K
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.27KClosed |
$33.8K - $40.6K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-185Closed |
$2.75K - $3.32K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-375Closed |
$5.58K - $6.72K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-335Closed |
$4.99K - $6K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-17.5KClosed |
$222K - $342K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.88KClosed |
$49.2K - $75.7K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-32.5KClosed |
$411K - $633K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-611KClosed |
$7.75M - $11.9M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-33.9KClosed |
$392K - $809K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.88KClosed |
$33.3K - $68.7K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-7.35KClosed |
$85K - $176K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-335Closed |
$3.88K - $8K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-9.3KClosed |
$108K - $222K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.08MClosed |
$12.4M - $25.7M
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Essex Savings Bank
|
SELL
|
- |
-10.6KClosed |
$122K - $252K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-206KClosed |
$2.38M - $4.91M
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-91.4KClosed |
$1.06M - $2.18M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Oct 25, 2023
Q4 2019
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
5.68K+ 9.47% |
$124K - $135K
|
65.7K
$2.31M
|
|