Purchases and Sales Made in Q2 2023 in Managed Portfolio Ser Tortoise (TPYP)
This table provides information about the institutional ownership of Managed Portfolio Ser Tortoise (TPYP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
523K+ 62.23% |
$12.3M - $13.1M
|
1.36M
$47.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
52.4KNew |
$1.24M - $1.31M
|
52.4K
$1.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
33.9KNew |
$799K - $846K
|
33.9K
$1.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
18.8K+ 2.78% |
$443K - $469K
|
694K
$24.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.7KNew |
$441K - $467K
|
18.7K
$658K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
15.3K+ 21.42% |
$362K - $383K
|
86.9K
$3.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.3K+ 144.35% |
$336K - $356K
|
24.1K
$849K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.7K+ 2.03% |
$275K - $292K
|
587K
$20.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.2K+ 27.16% |
$240K - $254K
|
47.6K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.39KNew |
$198K - $210K
|
8.39K
$295K
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
7.25K+ 2.87% |
$171K - $181K
|
260K
$9.14M
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
6.4K+ 1.07% |
$151K - $160K
|
604K
$21.3M
|
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
5.53K+ 2.41% |
$130K - $138K
|
235K
$8.26M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.49K+ 6.52% |
$129K - $137K
|
89.7K
$3.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4.9K+ 7.24% |
$115K - $122K
|
72.5K
$2.55M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.39K+ 58.6% |
$104K - $110K
|
11.9K
$418K
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
4.35K+ 1.69% |
$103K - $109K
|
261K
$9.19M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.33K+ 4.68% |
$78.4K - $83.1K
|
74.4K
$2.62M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.15K+ 0.41% |
$74.3K - $78.7K
|
771K
$27.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.06K+ 1.84% |
$72.2K - $76.4K
|
170K
$5.97M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.13K+ 14.69% |
$50.3K - $53.3K
|
16.7K
$586K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
1.63K+ 6.39% |
$38.3K - $40.6K
|
27K
$951K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
1.06K+ 2.28% |
$25K - $26.4K
|
47.5K
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
937+ 32.03% |
$22.1K - $23.4K
|
3.86K
$136K
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
872+ 3.18% |
$20.6K - $21.8K
|
28.3K
$996K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
861+ 1.38% |
$20.3K - $21.5K
|
63.1K
$2.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
831+ 2.87% |
$19.6K - $20.8K
|
29.8K
$1.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
755+ 1.47% |
$17.8K - $18.9K
|
52K
$1.83M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
494+ 11.53% |
$11.6K - $12.3K
|
4.78K
$168K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
414New |
$9.76K - $10.3K
|
414
$14.6K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
373+ 3.59% |
$8.8K - $9.31K
|
10.8K
$378K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
281New |
$6.63K - $7.02K
|
281
$9.88K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
200New |
$4.72K - $4.99K
|
200
$7.03K
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
118+ 1.39% |
$2.78K - $2.95K
|
8.59K
$302K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
110+ 0.14% |
$2.59K - $2.75K
|
80.3K
$2.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
56+ 0.57% |
$1.32K - $1.4K
|
9.82K
$345K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
45+ 0.06% |
$1.06K - $1.12K
|
70.1K
$2.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4+ 0.0% |
$94.3 - $99.9
|
213K
$7.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-172- 1.4% |
$4.06K - $4.29K
|
12.1K
$425K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-382- 1.01% |
$9.01K - $9.54K
|
37.6K
$1.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-404- 12.48% |
$9.53K - $10.1K
|
2.83K
$99.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-585- 1.58% |
$13.8K - $14.6K
|
36.4K
$1.28M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-589- 8.98% |
$13.9K - $14.7K
|
5.97K
$210K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-610- 2.13% |
$14.4K - $15.2K
|
28K
$986K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-779- 0.26% |
$18.4K - $19.5K
|
299K
$10.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-892- 9.68% |
$21K - $22.3K
|
8.32K
$293K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-937- 2.1% |
$22.1K - $23.4K
|
43.8K
$1.54M
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-1.01K- 22.77% |
$23.8K - $25.2K
|
3.43K
$120K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.19K- 2.29% |
$28.1K - $29.8K
|
50.8K
$1.79M
|