Purchases and Sales Made in Q1 2023 in Managed Portfolio Ser Tortoise (TPYP)
This table provides information about the institutional ownership of Managed Portfolio Ser Tortoise (TPYP) during Q1 2023. The information is specifically focused on institutions that hold shares of MANAGED PORTFOLIO SER TORTOISE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
265KNew |
$6.08M - $6.83M
|
265K
$9.31M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
160K+ 15.88% |
$3.68M - $4.14M
|
1.17M
$41.2M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
61.8K+ 8.45% |
$1.42M - $1.59M
|
793K
$27.9M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
57K+ 122.42% |
$1.31M - $1.47M
|
104K
$3.64M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
42.4KNew |
$974K - $1.09M
|
42.4K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
41.5K+ 16.38% |
$953K - $1.07M
|
295K
$10.4M
|
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
34K+ 1.77% |
$781K - $877K
|
1.96M
$68.8M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
33.2K+ 2.54% |
$763K - $857K
|
1.34M
$47.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
28.4K+ 66.35% |
$651K - $732K
|
71.1K
$2.5M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
27K+ 21.93% |
$620K - $696K
|
150K
$5.28M
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
BUY
|
- |
20.3K+ 7.24% |
$466K - $524K
|
301K
$10.6M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.2KNew |
$395K - $444K
|
17.2K
$605K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
15.8K+ 2.39% |
$362K - $407K
|
676K
$23.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.7K+ 2.63% |
$338K - $380K
|
575K
$20.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
13.1K+ 0.66% |
$302K - $339K
|
2.02M
$70.9M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.5K+ 9.26% |
$288K - $323K
|
148K
$5.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
10.4K+ 4.23% |
$239K - $269K
|
257K
$9.04M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.88KNew |
$227K - $255K
|
9.88K
$347K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9.45K+ 6.02% |
$217K - $244K
|
167K
$5.86M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.76K+ 63.77% |
$201K - $226K
|
22.5K
$792K
|
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
8.45K+ 7.52% |
$194K - $218K
|
121K
$4.25M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.79K+ 0.76% |
$133K - $149K
|
767K
$27M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.29K+ 2.04% |
$122K - $137K
|
265K
$9.31M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.84K+ 5.07% |
$111K - $125K
|
100K
$3.53M
|
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
4.37K+ 1.76% |
$100K - $113K
|
253K
$8.88M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.29KNew |
$98.4K - $111K
|
4.29K
$151K
|
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
4.01K+ 0.68% |
$92.1K - $103K
|
598K
$21M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.93K+ 5.8% |
$90.1K - $101K
|
71.6K
$2.52M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.08K+ 26.87% |
$70.6K - $79.4K
|
14.5K
$511K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
3KNew |
$68.9K - $77.4K
|
3K
$106K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.96KNew |
$68K - $76.3K
|
2.96K
$104K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.51K+ 0.84% |
$57.6K - $64.7K
|
300K
$10.6M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.27K+ 3.34% |
$52K - $58.4K
|
70K
$2.46M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.81K+ 13.18% |
$41.6K - $46.7K
|
15.5K
$547K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.68K+ 0.92% |
$38.7K - $43.4K
|
186K
$6.53M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.59K+ 2.4% |
$36.4K - $40.9K
|
67.6K
$2.38M
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.53K+ 2.53% |
$35.2K - $39.6K
|
62.3K
$2.19M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.3K+ 9.36% |
$29.8K - $33.4K
|
15.2K
$533K
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.18K+ 4.49% |
$27.1K - $30.4K
|
27.4K
$965K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.11K+ 91.91% |
$25.6K - $28.7K
|
2.33K
$81.8K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
620+ 1.7% |
$14.2K - $16K
|
37K
$1.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
600New |
$13.8K - $15.5K
|
600
$21.1K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
500New |
$11.5K - $12.9K
|
500
$17.6K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
388+ 0.84% |
$8.91K - $10K
|
46.5K
$1.63M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
349+ 0.52% |
$8.01K - $9K
|
67K
$2.36M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
306+ 10.44% |
$7.03K - $7.89K
|
3.24K
$114K
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
116+ 1.39% |
$2.66K - $2.99K
|
8.47K
$298K
|
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
100+ 0.2% |
$2.3K - $2.58K
|
51.2K
$1.8M
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
87+ 0.46% |
$2K - $2.24K
|
18.9K
$666K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
80New |
$1.84K - $2.06K
|
80
$2.81K
|