Institutional Ownership Managed Portfolio Ser Tortoise (TPYP)
This table provides information about the institutional ownership of Managed Portfolio Ser Tortoise (TPYP). We have compiled data on the 102 institutions that hold shares in the stock, with a total of 13.1 Million shares, which have been reported (via 13F filing form) to have a value of $376 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arvest Trust CO N A
Rogers, AR |
May 14, 2024 Q1 2024 |
2,023,332
shares
|
$58.3 Million
3.57% of portfolio
|
Q1 2024
Added 2.93%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
May 15, 2024 Q1 2024 |
839,952
shares
|
$24.2 Million
2.5% of portfolio
|
Q1 2019
Added 23.4%
|
|
|
Magnus Financial Group LLC
New York, NY |
May 03, 2024 Q1 2024 |
787,912
shares
|
$22.7 Million
2.63% of portfolio
|
Q1 2024
Added 1.34%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Apr 18, 2024 Q1 2024 |
709,047
shares
|
$20.4 Million
1.36% of portfolio
|
Q1 2024
Added 2.62%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
702,677
shares
|
$20.3 Million
0.0% of portfolio
|
Q1 2024
Reduced 5.36%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 19, 2024 Q1 2024 |
699,741
shares
|
$20.2 Million
3.1% of portfolio
|
Q1 2024
Added 0.09%
|
|
|
Atwood & Palmer Inc
|
Apr 10, 2024 Q1 2024 |
628,856
shares
|
$18.1 Million
1.35% of portfolio
|
Q1 2024
Added 3.54%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
443,118
shares
|
$12.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 62.55%
|
|
|
Keudell
|
May 07, 2024 Q1 2024 |
404,678
shares
|
$11.7 Million
3.43% of portfolio
|
Q1 2024
Added 1.56%
|
|
|
Busey Wealth Management
|
Apr 23, 2024 Q1 2024 |
321,761
shares
|
$9.28 Million
0.32% of portfolio
|
Q1 2024
Added 0.91%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
278,000
shares
|
$8.01 Million
0.0% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
272,787
shares
|
$7.86 Million
0.01% of portfolio
|
Q1 2024
Added 1.04%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
269,399
shares
|
$7.77 Million
0.04% of portfolio
|
Q1 2024
Reduced 17.19%
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2024 Q1 2024 |
266,849
shares
|
$7.69 Million
2.15% of portfolio
|
Q1 2024
Added 0.7%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
260,882
shares
|
$7.52 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.25%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 06, 2024 Q1 2024 |
258,226
shares
|
$7.44 Million
1.04% of portfolio
|
Q1 2024
Added 1.96%
|
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
256,309
shares
|
$7.39 Million
0.02% of portfolio
|
Q1 2024
Added 0.86%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Apr 18, 2024 Q1 2024 |
241,363
shares
|
$6.96 Million
1.65% of portfolio
|
Q1 2024
Added 2.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
225,226
shares
|
$6.49 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
213,664
shares
|
$6.16 Million
0.01% of portfolio
|
Q1 2024
Added 0.36%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
164,633
shares
|
$4.75 Million
0.46% of portfolio
|
Q3 2023
Reduced 5.51%
|
|
|
Regions Financial Corp
|
Apr 23, 2024 Q1 2024 |
162,465
shares
|
$4.68 Million
0.03% of portfolio
|
Q1 2024
Reduced 9.07%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2024 Q1 2024 |
146,617
shares
|
$4.23 Million
0.38% of portfolio
|
Q1 2024
Reduced 7.49%
|
|
|
Financial Advisory Service, Inc.
|
Apr 29, 2024 Q1 2024 |
139,753
shares
|
$4.03 Million
0.36% of portfolio
|
Q1 2024
Reduced 10.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
139,675
shares
|
$4.03 Million
0.0% of portfolio
|
Q1 2024
Added 0.58%
|
|