Purchases and Sales Made in Q3 2024 in Managed Portfolio Ser Tortoise (TPYP)
This table provides information about the institutional ownership of Managed Portfolio Ser Tortoise (TPYP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-205- 32.28% |
$5.88K - $6.56K
|
430
$15.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-221- 1.0% |
$6.34K - $7.07K
|
21.9K
$769K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-314- 0.28% |
$9.01K - $10K
|
111K
$3.89M
|
|
|
Oct 08, 2024
Q3 2024
|
Objectivity Squared, LLC
Charleston, SC |
SELL
|
- |
-315- 1.34% |
$9.03K - $10.1K
|
23.3K
$818K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-405- 0.81% |
$11.6K - $13K
|
49.6K
$1.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-445- 1.05% |
$12.8K - $14.2K
|
42.1K
$1.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-564- 0.56% |
$16.2K - $18K
|
99.3K
$3.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-587- 5.24% |
$16.8K - $18.8K
|
10.6K
$373K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-673- 5.89% |
$19.3K - $21.5K
|
10.8K
$378K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-744- 45.73% |
$21.3K - $23.8K
|
883
$31.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.01K- 0.44% |
$28.9K - $32.2K
|
229K
$8.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.01K- 9.43% |
$29K - $32.4K
|
9.72K
$342K
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-1.34K- 8.66% |
$38.5K - $42.9K
|
14.2K
$498K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.25K- 5.45% |
$64.5K - $72K
|
39K
$1.37M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.83K- 12.22% |
$81.2K - $90.6K
|
20.3K
$715K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-3.01K- 2.68% |
$86.2K - $96.2K
|
109K
$3.84M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.59K- 2.61% |
$103K - $115K
|
134K
$4.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.9K- 46.86% |
$112K - $125K
|
4.42K
$156K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-5.17K- 7.2% |
$148K - $166K
|
66.7K
$2.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-5.51K- 5.19% |
$158K - $176K
|
101K
$3.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.99K- 7.31% |
$172K - $192K
|
75.9K
$2.67M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-6.74K- 23.67% |
$193K - $216K
|
21.7K
$765K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-6.75K- 2.15% |
$194K - $216K
|
307K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-7.08K- 2.68% |
$203K - $227K
|
257K
$9.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.11K- 41.59% |
$204K - $228K
|
9.99K
$351K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-7.15K- 8.94% |
$205K - $229K
|
72.8K
$2.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-11.3K- 8.73% |
$324K - $361K
|
118K
$4.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-13K- 1.7% |
$373K - $417K
|
751K
$26.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-15K- 6.04% |
$429K - $478K
|
232K
$8.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-15.5K- 3.8% |
$444K - $496K
|
392K
$13.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-21.4K- 29.44% |
$613K - $684K
|
51.2K
$1.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-36.7K- 62.5% |
$1.05M - $1.17M
|
22K
$773K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-77.1K- 33.49% |
$2.21M - $2.47M
|
153K
$5.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-124K- 78.61% |
$3.55M - $3.96M
|
33.7K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-142K- 98.34% |
$4.08M - $4.55M
|
2.41K
$84.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-238K- 35.56% |
$6.82M - $7.61M
|
431K
$15.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-443K- 24.7% |
$12.7M - $14.2M
|
1.35M
$47.5M
|