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 |
|---|---|---|---|---|---|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
164,633
shares
|
$5.82 Million
0.46% of portfolio
|
Q3 2023
Reduced 5.51%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
153,121
shares
|
$5.41 Million
0.01% of portfolio
|
Q3 2024
Reduced 33.49%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
144,710
shares
|
$5.11 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
114,100
shares
|
$4.03 Million
0.36% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
113,160
shares
|
$4 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 23, 2025 Q1 2025 |
107,700
shares
|
$3.81 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Smith & Howard Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
107,539
shares
|
$3.8 Million
1.07% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
104,952
shares
|
$3.71 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
101,545
shares
|
$3.59 Million
0.15% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
100,797
shares
|
$3.56 Million
0.0% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
97,256
shares
|
$3.44 Million
1.78% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
77,600
shares
|
$2.74 Million
1.92% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
69,009
shares
|
$2.44 Million
0.43% of portfolio
|
Q1 2025
Added 17.28%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
68,388
shares
|
$2.42 Million
1.41% of portfolio
|
Q2 2024
New holding
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
68,221
shares
|
$2.41 Million
0.07% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
66,508
shares
|
$2.35 Million
0.39% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
63,968
shares
|
$2.26 Million
0.22% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
63,472
shares
|
$2.24 Million
0.0% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
60,903
shares
|
$2.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
56,490
shares
|
$2 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.39%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
55,400
shares
|
$1.96 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
52,028
shares
|
$1.84 Million
0.0% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
49,209
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
48,493
shares
|
$1.71 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.24%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
41,715
shares
|
$1.47 Million
0.07% of portfolio
|
Q1 2025
Added 1.59%
|