Institutional Ownership Managed Portfolio Ser Tortoise (TPYP)
This table provides information about the institutional ownership of Managed Portfolio Ser Tortoise (TPYP). We have compiled data on the 125 institutions that hold shares in the stock, with a total of 20.9 Million shares, which have been reported (via 13F filing form) to have a value of $732 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
146,514
shares
|
$5.14 Million
0.67% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
145,490
shares
|
$5.11 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
120,577
shares
|
$4.23 Million
0.37% of portfolio
|
Q4 2024
Reduced 10.07%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
113,910
shares
|
$4 Million
0.01% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
111,550
shares
|
$3.92 Million
1.08% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
109,870
shares
|
$3.86 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
106,858
shares
|
$3.75 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
100,165
shares
|
$3.52 Million
0.0% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
97,144
shares
|
$3.41 Million
1.65% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
94,062
shares
|
$3.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
73,745
shares
|
$2.59 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.9%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
72,604
shares
|
$2.55 Million
1.71% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
71,450
shares
|
$2.51 Million
0.37% of portfolio
|
Q4 2024
Reduced 18.3%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
69,351
shares
|
$2.43 Million
0.22% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
68,388
shares
|
$2.4 Million
1.26% of portfolio
|
Q2 2024
New holding
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
66,886
shares
|
$2.35 Million
0.06% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
62,751
shares
|
$2.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 17.35%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
62,668
shares
|
$2.2 Million
0.01% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
58,843
shares
|
$2.07 Million
0.36% of portfolio
|
Q4 2024
Added 14.83%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
56,490
shares
|
$1.98 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.39%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
50,400
shares
|
$1.77 Million
0.0% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
45,548
shares
|
$1.6 Million
0.0% of portfolio
|
Q4 2024
Added 12.73%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
42,873
shares
|
$1.5 Million
0.06% of portfolio
|
Q4 2024
Added 127.09%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
41,679
shares
|
$1.46 Million
1.14% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
41,063
shares
|
$1.44 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.53%
|