Purchases and Sales Made in Q1 2024 in Managed Portfolio Ser Tortoise (TPYP)
This table provides information about the institutional ownership of Managed Portfolio Ser Tortoise (TPYP) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1+ 0.11% |
$25.3 - $28
|
932
$32.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-10- 3.38% |
$253 - $280
|
286
$10.1K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-125- 97.66% |
$3.17K - $3.5K
|
3
$106
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-421Closed |
$10.7K - $11.8K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-481- 34.04% |
$12.2K - $13.4K
|
932
$32.8K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-500- 2.94% |
$12.7K - $14K
|
16.5K
$581K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-533- 1.98% |
$13.5K - $14.9K
|
26.4K
$929K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-841- 0.37% |
$21.3K - $23.5K
|
225K
$7.92M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-870- 82.39% |
$22K - $24.3K
|
186
$6.54K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-877- 3.84% |
$22.2K - $24.5K
|
21.9K
$772K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.1K- 5.88% |
$27.9K - $30.8K
|
17.6K
$619K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.11K- 47.89% |
$28.2K - $31.1K
|
1.21K
$42.6K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.31K- 4.04% |
$33.1K - $36.5K
|
31K
$1.09M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 1.69% |
$40.6K - $44.8K
|
93.4K
$3.28M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.46K- 23.93% |
$62.2K - $68.7K
|
7.81K
$275K
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-2.75K- 21.08% |
$69.6K - $76.8K
|
10.3K
$362K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.45K- 9.67% |
$87.4K - $96.5K
|
32.2K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.47K- 8.71% |
$87.8K - $97K
|
36.4K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.74K- 6.69% |
$94.7K - $105K
|
52.2K
$1.84M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.31K- 4.56% |
$134K - $148K
|
111K
$3.91M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-5.39K- 4.8% |
$136K - $151K
|
107K
$3.76M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-5.99K- 5.03% |
$152K - $168K
|
113K
$3.98M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-11.6K- 4.25% |
$293K - $324K
|
261K
$9.18M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-11.9K- 7.49% |
$301K - $332K
|
147K
$5.16M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-14.1K- 32.13% |
$356K - $393K
|
29.7K
$1.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-16.2K- 9.07% |
$410K - $453K
|
162K
$5.71M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-16.5K- 10.53% |
$417K - $460K
|
140K
$4.92M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-21.2K- 20.18% |
$536K - $592K
|
83.7K
$2.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-21.6K- 36.64% |
$548K - $605K
|
37.4K
$1.32M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-38.6K- 27.63% |
$976K - $1.08M
|
101K
$3.55M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-39.8K- 5.36% |
$1.01M - $1.11M
|
703K
$24.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-39.8K- 5.36% |
$1.01M - $1.11M
|
703K
$24.7M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-55.9K- 17.19% |
$1.42M - $1.56M
|
269K
$9.47M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-58.9K- 99.62% |
$1.49M - $1.65M
|
226
$7.95K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-740K- 62.55% |
$18.7M - $20.7M
|
443K
$15.6M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.39M- 77.27% |
$60.5M - $66.8M
|
703K
$24.7M
|