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 140 institutions that hold shares in the stock, with a total of 18 Million shares, which have been reported (via 13F filing form) to have a value of $637 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,992,290
shares
|
$106 Million
0.01% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
2,034,501
shares
|
$71.9 Million
3.87% of portfolio
|
Q2 2024
Added 0.55%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,360,834
shares
|
$48.1 Million
0.0% of portfolio
|
Q1 2025
Added 60.87%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
May 14, 2025 Q1 2025 |
1,262,180
shares
|
$44.6 Million
2.9% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
849,398
shares
|
$30 Million
3.09% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
692,171
shares
|
$24.5 Million
3.3% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
656,996
shares
|
$23.2 Million
1.69% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
649,290
shares
|
$22.9 Million
1.49% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
421,932
shares
|
$14.9 Million
2.42% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
393,565
shares
|
$13.9 Million
0.0% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
393,060
shares
|
$13.9 Million
0.0% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Busey Wealth Management
|
May 15, 2025 Q1 2025 |
294,483
shares
|
$10.4 Million
0.37% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
275,411
shares
|
$9.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
270,834
shares
|
$9.57 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
267,390
shares
|
$9.45 Million
2.34% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
244,436
shares
|
$8.64 Million
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
243,687
shares
|
$8.61 Million
0.0% of portfolio
|
Q1 2025
Added 143.29%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
241,665
shares
|
$8.54 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
239,459
shares
|
$8.46 Million
2.34% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
229,188
shares
|
$8.1 Million
1.61% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
228,686
shares
|
$8.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
214,425
shares
|
$7.58 Million
0.99% of portfolio
|
Q1 2025
Reduced 7.54%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
212,173
shares
|
$7.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
211,656
shares
|
$7.48 Million
1.0% of portfolio
|
Q1 2025
Added 44.46%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
May 01, 2025 Q1 2025 |
186,746
shares
|
$6.6 Million
3.49% of portfolio
|
Q1 2025
Added 63.52%
|