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 |
|---|---|---|---|---|---|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
36,466
shares
|
$1.29 Million
0.1% of portfolio
|
Q1 2025
Added 23.15%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
34,478
shares
|
$1.22 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.59%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
32,954
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
32,184
shares
|
$1.14 Million
0.15% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Apr 28, 2025 Q1 2025 |
29,975
shares
|
$1.06 Million
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
26,422
shares
|
$933,489
0.03% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
25,262
shares
|
$892,506
0.03% of portfolio
|
Q1 2025
Reduced 8.82%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
21,431
shares
|
$757,157
0.16% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
20,730
shares
|
$732,390
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Apr 14, 2025 Q1 2025 |
20,035
shares
|
$707,836
0.67% of portfolio
|
Q1 2025
Reduced 14.69%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
18,433
shares
|
$651,237
0.0% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
17,500
shares
|
$618,275
0.01% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
17,325
shares
|
$612,092
0.49% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Black Swift Group, LLC
Boulder, CO |
May 06, 2025 Q1 2025 |
16,970
shares
|
$599,550
0.15% of portfolio
|
Q1 2025
Added 48.66%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
16,557
shares
|
$584,958
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
16,469
shares
|
$581,849
0.0% of portfolio
|
Q1 2025
Added 16369.0%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
16,432
shares
|
$580,542
0.0% of portfolio
|
Q1 2025
Reduced 39.31%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
16,408
shares
|
$579,694
0.03% of portfolio
|
Q4 2023
Added 19.88%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
16,395
shares
|
$579,235
0.02% of portfolio
|
Q1 2025
Reduced 17.29%
|
|
|
Stokes Capital Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
14,534
shares
|
$513,486
0.14% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
14,001
shares
|
$494,655
0.22% of portfolio
|
Q1 2025
Reduced 23.32%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
13,437
shares
|
$474,729
0.0% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
13,073
shares
|
$461,869
0.13% of portfolio
|
Q1 2024
Added 12.19%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
13,002
shares
|
$459,360
0.18% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
12,014
shares
|
$424,454
0.0% of portfolio
|
Q1 2025
Added 4.99%
|