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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,641
shares
|
$367,965
0.0% of portfolio
|
Q4 2024
Reduced 73.2%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,722
shares
|
$336,186
0.0% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
9,657
shares
|
$333,939
0.11% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
9,449
shares
|
$326,746
0.0% of portfolio
|
Q4 2024
Reduced 10.91%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
9,376
shares
|
$324,222
0.06% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
8,895
shares
|
$307,589
0.04% of portfolio
|
Q1 2024
Added 2.36%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
8,271
shares
|
$286,011
0.0% of portfolio
|
Q4 2024
Added 87.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
7,695
shares
|
$266,093
0.0% of portfolio
|
Q4 2024
Added 13.38%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
7,391
shares
|
$255,580
0.04% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Feb 07, 2025 Q4 2024 |
7,042
shares
|
$243,512
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
6,741
shares
|
$233,103
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
6,575
shares
|
$227,363
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Apr 08, 2025 Q1 2025 |
6,300
shares
|
$217,854
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
6,135
shares
|
$212,148
0.0% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
5,941
shares
|
$205,439
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
4,600
shares
|
$159,068
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
4,076
shares
|
$140,948
0.0% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
3,944
shares
|
$136,383
0.03% of portfolio
|
Q3 2022
Reduced 8.15%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
3,660
shares
|
$126,562
0.02% of portfolio
|
Q4 2024
Reduced 15.47%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
3,626
shares
|
$125,387
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
3,463
shares
|
$119,750
0.0% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
3,298
shares
|
$114,044
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
3,189
shares
|
$110,275
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
3,186
shares
|
$110,171
0.1% of portfolio
|
Q1 2025
Reduced 23.14%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
2,505
shares
|
$86,622
0.02% of portfolio
|
Q4 2021
Added 67.56%
|