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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.31K- 1.96% |
$31K - $32.8K
|
65.7K
$2.32M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.38K- 6.11% |
$32.4K - $34.3K
|
21.1K
$747K
|
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.51K- 1.25% |
$35.7K - $37.8K
|
119K
$4.22M
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-1.98K- 0.66% |
$46.8K - $49.5K
|
299K
$10.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-2.31K- 15.21% |
$54.5K - $57.8K
|
12.9K
$456K
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-2.53K- 0.13% |
$59.7K - $63.2K
|
1.95M
$69.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.61K- 4.86% |
$61.6K - $65.2K
|
51.2K
$1.81M
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.82K- 2.29% |
$66.4K - $70.3K
|
120K
$4.25M
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-3.1K- 16.37% |
$73.1K - $77.4K
|
15.8K
$560K
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-4.2K- 20.26% |
$99K - $105K
|
16.5K
$584K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.27K- 2.89% |
$101K - $107K
|
144K
$5.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-6.15K- 5.22% |
$145K - $154K
|
112K
$3.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.31K- 2.74% |
$172K - $183K
|
260K
$9.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.94K- 33.37% |
$211K - $223K
|
17.9K
$631K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-9.22K- 6.7% |
$217K - $230K
|
128K
$4.54M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.37K- 9.04% |
$221K - $234K
|
94.3K
$3.33M
|
|
|
Jul 11, 2023
Q2 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-10.5K- 32.17% |
$249K - $263K
|
22.2K
$786K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-11.4K- 6.12% |
$268K - $284K
|
174K
$6.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-11.7K- 5.59% |
$276K - $292K
|
198K
$6.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.5K- 97.01% |
$413K - $437K
|
540
$19.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-20.2K- 99.9% |
$475K - $504K
|
20
$707
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-20.4K- 6.91% |
$480K - $509K
|
275K
$9.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-22.3K- 2.82% |
$527K - $558K
|
771K
$27.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-24.2K- 5.72% |
$571K - $605K
|
399K
$14.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-24.6K- 2.1% |
$580K - $614K
|
1.15M
$40.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-79.1K- 78.84% |
$1.87M - $1.98M
|
21.2K
$751K
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-177K- 58.99% |
$4.18M - $4.42M
|
123K
$4.35M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.23M- 61.07% |
$29M - $30.7M
|
785K
$27.7M
|