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 |
---|---|---|---|---|---|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
29,681
shares
|
$855,703
0.0% of portfolio
|
Q1 2024
Reduced 32.13%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
26,421
shares
|
$761,717
0.0% of portfolio
|
Q1 2024
Reduced 1.98%
|
|
Wesbanco Bank Inc
|
Apr 23, 2024 Q1 2024 |
25,840
shares
|
$744,967
0.03% of portfolio
|
Q1 2024
Added 0.19%
|
|
Objectivity Squared, LLC
Charleston, SC |
Apr 15, 2024 Q1 2024 |
23,301
shares
|
$671,767
0.56% of portfolio
|
Q1 2024
Added 1.45%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
21,943
shares
|
$632,616
0.0% of portfolio
|
Q1 2024
Reduced 3.84%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
20,237
shares
|
$583,432
0.03% of portfolio
|
Q4 2023
Added 4.43%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Apr 30, 2024 Q1 2024 |
19,311
shares
|
$556,736
0.03% of portfolio
|
Q1 2024
New holding
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2024 Q1 2024 |
17,843
shares
|
$514,413
0.45% of portfolio
|
Q4 2023
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
17,600
shares
|
$507,407
0.01% of portfolio
|
Q1 2024
Reduced 5.88%
|
|
Wealth Trust Axiom LLC
|
May 10, 2024 Q1 2024 |
16,523
shares
|
$476,358
0.15% of portfolio
|
Q1 2024
Reduced 2.94%
|
|
Stokes Capital Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
16,453
shares
|
$474,339
0.14% of portfolio
|
Q1 2024
Added 3.1%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
16,408
shares
|
$473,042
0.03% of portfolio
|
Q4 2023
Added 19.88%
|
|
Gts Securities LLC
New York, NY |
May 15, 2024 Q1 2024 |
15,922
shares
|
$459,031
0.0% of portfolio
|
Q1 2024
New holding
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
13,073
shares
|
$376,894
0.13% of portfolio
|
Q1 2024
Added 12.19%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
12,749
shares
|
$367,553
0.0% of portfolio
|
Q1 2024
New holding
|
|
Howard Financial Services, Ltd.
|
Apr 16, 2024 Q1 2024 |
11,727
shares
|
$338,089
0.06% of portfolio
|
Q1 2024
Added 15.94%
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
May 03, 2024 Q1 2024 |
10,284
shares
|
$296,487
0.13% of portfolio
|
Q1 2024
Reduced 21.08%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
10,185
shares
|
$293,633
0.0% of portfolio
|
Q1 2024
Added 0.99%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
10,050
shares
|
$289,741
0.0% of portfolio
|
Q3 2023
New holding
|
|
Flow Traders U.S. LLC
New York, NY |
May 15, 2024 Q1 2024 |
9,859
shares
|
$284,234
0.01% of portfolio
|
Q1 2024
New holding
|
|
Private Portfolio Partners LLC
|
May 09, 2024 Q1 2024 |
9,717
shares
|
$280,141
0.06% of portfolio
|
Q1 2024
Added 0.98%
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Apr 22, 2024 Q1 2024 |
8,895
shares
|
$256,442
0.04% of portfolio
|
Q1 2024
Added 2.36%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
8,322
shares
|
$239,923
0.0% of portfolio
|
Q2 2023
Reduced 9.68%
|
|
Umb Bank, N.A.
|
Apr 26, 2024 Q1 2024 |
6,575
shares
|
$189,557
0.0% of portfolio
|
Q4 2021
New holding
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
5,970
shares
|
$172,115
0.0% of portfolio
|
Q2 2023
Reduced 8.98%
|