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 126 institutions that hold shares in the stock, with a total of 20.8 Million shares, which have been reported (via 13F filing form) to have a value of $721 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
34,478
shares
|
$1.19 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.59%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
33,317
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Reduced 30.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
32,184
shares
|
$1.11 Million
0.15% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
29,610
shares
|
$1.02 Million
0.08% of portfolio
|
Q4 2024
Added 23.18%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
27,599
shares
|
$954,373
0.03% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
27,077
shares
|
$936,322
0.0% of portfolio
|
Q4 2024
Reduced 9.4%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
26,422
shares
|
$913,672
0.03% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
21,415
shares
|
$740,530
0.15% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Apr 14, 2025 Q1 2025 |
20,035
shares
|
$692,810
0.67% of portfolio
|
Q1 2025
Reduced 14.69%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
19,823
shares
|
$685,479
0.02% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
18,260
shares
|
$631,430
0.28% of portfolio
|
Q4 2024
Reduced 16.0%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
17,694
shares
|
$611,858
0.0% of portfolio
|
Q2 2024
Reduced 48.17%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
17,500
shares
|
$605,150
0.01% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
17,325
shares
|
$599,098
0.49% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
16,408
shares
|
$567,388
0.03% of portfolio
|
Q4 2023
Added 19.88%
|
|
|
Stokes Capital Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
14,534
shares
|
$502,585
0.14% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
13,073
shares
|
$452,064
0.13% of portfolio
|
Q1 2024
Added 12.19%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
13,015
shares
|
$450,058
0.0% of portfolio
|
Q4 2024
Added 9.19%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
12,695
shares
|
$438,993
0.17% of portfolio
|
Q4 2024
Reduced 9.06%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
12,025
shares
|
$415,824
0.12% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
11,443
shares
|
$395,698
0.0% of portfolio
|
Q4 2024
Added 14.53%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
11,415
shares
|
$394,730
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
11,227
shares
|
$388,229
0.0% of portfolio
|
Q4 2024
Reduced 55.6%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
11,160
shares
|
$385,912
0.02% of portfolio
|
Q4 2024
Reduced 18.77%
|
|
|
Howard Financial Services, Ltd.
|
Apr 07, 2025 Q1 2025 |
11,017
shares
|
$380,967
0.06% of portfolio
|
Q1 2025
Added 1.18%
|