Managed Portfolio Ser Tortoise TPYP
Institutional shares held
3.19 Million
0
calls
0
puts
Total value of holdings
$112M
$0
calls
$0
puts
# of Institutions
25
We take great care to ensure that the data presented and summarized in this overview for MANAGED PORTFOLIO SER TORTOISE is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding TPYP
View all-
Arvest Trust CO N A Rogers, AR2.03MShares$71.6 Million3.87% of portfolio
-
Edmonds Duncan Registered Investment Advisors, LLC229KShares$8.06 Million1.61% of portfolio
-
Mariner, LLC Overland Park, KS199KShares$7.01 Million0.01% of portfolio
-
Icon Wealth Partners, LLC165KShares$5.79 Million0.46% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL153KShares$5.39 Million0.01% of portfolio
-
Wright Fund Management, LLC Santa Monica, CA108KShares$3.79 Million0.14% of portfolio
-
Smith & Howard Wealth Management, LLC106KShares$3.72 Million1.17% of portfolio
-
Sanctuary Advisors, LLC Indianapolis, IN56.5KShares$1.99 Million0.01% of portfolio
-
Sandy Spring Bank41.7KShares$1.47 Million0.07% of portfolio
-
Dfpg Investments, LLC16.4KShares$577,2330.03% of portfolio