Latest Institutional Sells of Managed Portfolio Ser Tortoise (TPYP)
This list provides information on the latest institutional transactions involving Managed Portfolio Ser Tortoise (TPYP) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2020
Q1 2020
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-9.3KClosed |
$108K - $222K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-7.35KClosed |
$85K - $176K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.88KClosed |
$33.3K - $68.7K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-335Closed |
$3.88K - $8K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 14, 2020
Q4 2019
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-38.3KClosed |
$838K - $909K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Andesa Financial Management Inc.
|
SELL
|
- |
-20KClosed |
$437K - $475K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-9.09KClosed |
$199K - $216K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Us Bancorp \De\
|
SELL
|
- |
-1.03KClosed |
$22.6K - $24.5K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-574KClosed |
$13.4M - $13.8M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-532KClosed |
$12.4M - $12.8M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-283KClosed |
$6.63M - $6.8M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Plancorp, LLC
|
SELL
|
- |
-23.7KClosed |
$555K - $569K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-4.1KClosed |
$95.9K - $98.4K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 08, 2019
Q2 2019
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-47.6KClosed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
James Investment Research Inc
|
SELL
|
- |
-11.7KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-3.69KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 02, 2019
Q1 2019
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-4.5KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-21.7KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-86.6KClosed |
N/A
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-17.1KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1.5KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-75.7KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Jan 25, 2018
Q4 2017
|
Corbenic Partners LLC
|
SELL
|
- |
-291Closed |
N/A
|
0
$0
|
|