Purchases and Sales Made in Q2 2024 in Managed Portfolio Ser Tortoise (TPYP)

TPYP Quotes by TradingView

This table provides information about the institutional ownership of Managed Portfolio Ser Tortoise (TPYP) during Q2 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
Aug 14, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
2.39M
+ 340.03%
$63.6M - $69.4M
3.09M $109M
Oct 17, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
2.39M
+ 340.03%
$63.6M - $69.4M
3.09M $109M
Aug 14, 2024 Q2 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
90.2K
+ 20.36%
$2.4M - $2.62M
533K $18.9M
Aug 14, 2024 Q2 2024
Battery Global Advisors, LLC

Boston, MA
BUY
 -
68.4K
New
$1.82M - $1.99M
68.4K $2.42M
Aug 14, 2024 Q2 2024
Gts Securities LLC

New York, NY
BUY
 -
42.7K
+ 268.33%
$1.14M - $1.24M
58.6K $2.07M
Aug 08, 2024 Q2 2024
Diversify Wealth Management, LLC

Sandy, UT
BUY
 -
23.3K
New
$621K - $677K
23.3K $824K
Aug 01, 2024 Q2 2024
Magnus Financial Group LLC

New York, NY
BUY
 -
16.9K
+ 2.15%
$450K - $491K
805K $28.5M
Aug 13, 2024 Q2 2024
Mariner, LLC

Overland Park, KS
BUY
 -
16.3K
+ 7.61%
$433K - $472K
230K $8.13M
Aug 02, 2024 Q2 2024
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
13.8K
New
$367K - $400K
13.8K $487K
Aug 09, 2024 Q2 2024
Arvest Trust CO N A

Rogers, AR
BUY
 -
11.2K
+ 0.55%
$297K - $324K
2.03M $71.9M
Aug 15, 2024 Q2 2024
Comerica Bank

BUY
 -
10.9K
+ 3813.64%
$290K - $317K
11.2K $396K
Aug 08, 2024 Q2 2024
Envestnet Asset Management Inc

BUY
 -
9.18K
+ 12.62%
$244K - $266K
81.9K $2.9M
Aug 13, 2024 Q2 2024
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
6.96K
New
$185K - $202K
6.96K $246K
Jul 10, 2024 Q2 2024
Atwood & Palmer Inc

BUY
 -
6K
+ 0.95%
$160K - $174K
635K $22.4M
Jul 31, 2024 Q2 2024
Commonwealth Equity Services, LLC

BUY
 -
5.97K
+ 2.19%
$159K - $173K
279K $9.85M
Aug 09, 2024 Q2 2024
Brown Brothers Harriman & CO

New York, NY
BUY
 -
5.37K
New
$143K - $156K
5.37K $190K
Aug 12, 2024 Q2 2024
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
5.26K
+ 10.08%
$140K - $153K
57.5K $2.03M
Jul 19, 2024 Q2 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
5.01K
+ 2.22%
$133K - $145K
230K $8.14M
Aug 22, 2024 Q2 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
4.36K
+ 34.16%
$116K - $126K
17.1K $605K
Jul 16, 2024 Q2 2024
Smith & Howard Wealth Management, LLC

BUY
 -
3.68K
+ 2.93%
$98K - $107K
129K $4.57M
Aug 06, 2024 Q2 2024
Sandy Spring Bank

BUY
 -
3.51K
+ 8.97%
$93.3K - $102K
42.6K $1.51M
Aug 02, 2024 Q2 2024
Financial Enhancement Group LLC

Anderson, IN
BUY
 -
3.24K
+ 4.66%
$86.1K - $93.9K
72.6K $2.57M
Jul 16, 2024 Q2 2024
Keudell

BUY
 -
2.66K
+ 0.66%
$70.8K - $77.2K
407K $14.4M
Aug 14, 2024 Q2 2024
Bollard Group LLC

Boston, MA
BUY
 -
745
+ 1.14%
$19.8K - $21.6K
66.2K $2.34M
Aug 15, 2024 Q2 2024
Northwestern Mutual Wealth Management CO

BUY
 -
709
New
$18.9K - $20.6K
709 $25.1K
Jul 17, 2024 Q2 2024
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
625
New
$16.6K - $18.1K
625 $22.1K
Jul 19, 2024 Q2 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
549
+ 5.39%
$14.6K - $15.9K
10.7K $379K
Jul 23, 2024 Q2 2024
Global Retirement Partners, LLC

BUY
 -
529
+ 1.3%
$14.1K - $15.4K
41.2K $1.46M
Aug 14, 2024 Q2 2024
Flputnam Investment Management CO

Portland, ME
BUY
 -
437
New
$11.6K - $12.7K
437 $15.4K
Jul 30, 2024 Q2 2024
Ifp Advisors, Inc

BUY
 -
400
+ 1.76%
$10.7K - $11.6K
23.2K $818K
Aug 14, 2024 Q2 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
352
+ 0.97%
$9.37K - $10.2K
36.7K $1.3M
Jul 11, 2024 Q2 2024
Wesbanco Bank Inc

BUY
 -
325
+ 1.26%
$8.65K - $9.43K
26.2K $925K
Jul 18, 2024 Q2 2024
Objectivity Squared, LLC

Charleston, SC
BUY
 -
266
+ 1.14%
$7.08K - $7.72K
23.6K $833K
Aug 13, 2024 Q2 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
247
+ 132.8%
$6.58K - $7.17K
433 $15.3K
Jul 19, 2024 Q2 2024
First Horizon Advisors, Inc.

BUY
 -
144
+ 102.13%
$3.83K - $4.18K
285 $10.1K
Aug 15, 2024 Q2 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
100
New
$2.66K - $2.9K
100 $3.54K
Jul 24, 2024 Q2 2024
Gilliland Jeter Wealth Management LLC

Little Rock, AR
BUY
 -
89
New
$2.37K - $2.58K
89 $3.15K
Jul 31, 2024 Q2 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
63
+ 1.76%
$1.68K - $1.83K
3.64K $129K
Jul 12, 2024 Q2 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
33
New
$879 - $958
33 $1.17K
Aug 15, 2024 Q2 2024
Creative Planning

Overland Park, KS
BUY
 -
9
+ 0.04%
$240 - $261
22K $776K
Jul 23, 2024 Q2 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 12, 2024 Q2 2024
Jpmorgan Chase & CO

New York, NY
SELL
 -
-1
- 0.11%
$26.6 - $29
931 $32.9K
Aug 09, 2024 Q2 2024
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-3
Closed
$79.9 - $87.1
0 $0
Aug 08, 2024 Q2 2024
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-109
- 0.1%
$2.9K - $3.16K
111K $3.92M
Aug 14, 2024 Q2 2024
Private Portfolio Partners LLC

SELL
 -
-177
- 1.82%
$4.71K - $5.14K
9.54K $337K
Jul 12, 2024 Q2 2024
Howard Financial Services, Ltd.

SELL
 -
-297
- 2.53%
$7.91K - $8.62K
11.4K $404K
Jul 12, 2024 Q2 2024
Quad Cities Investment Group, LLC

Davenport, IA
SELL
 -
-795
- 0.74%
$21.2K - $23.1K
106K $3.75M
Jul 25, 2024 Q2 2024
Janney Montgomery Scott LLC

SELL
 -
-833
- 0.77%
$22.2K - $24.2K
107K $3.8M
Jul 19, 2024 Q2 2024
Stokes Capital Advisors, LLC

SELL
 -
-960
- 5.83%
$25.6K - $27.9K
15.5K $548K

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