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 110 institutions that hold shares in the stock, with a total of 15.4 Million shares, which have been reported (via 13F filing form) to have a value of $480 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
8,322
shares
|
$260,062
0.0% of portfolio
|
Q2 2023
Reduced 9.68%
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
6,955
shares
|
$217,343
0.02% of portfolio
|
Q2 2024
New holding
|
|
Umb Bank, N.A.
|
Jul 29, 2024 Q2 2024 |
6,575
shares
|
$205,468
0.0% of portfolio
|
Q4 2021
New holding
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
5,970
shares
|
$186,562
0.0% of portfolio
|
Q2 2023
Reduced 8.98%
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 09, 2024 Q2 2024 |
5,370
shares
|
$167,812
0.0% of portfolio
|
Q2 2024
New holding
|
|
Mather Group, Llc.
Chicago, IL |
Jul 08, 2024 Q2 2024 |
5,080
shares
|
$158,750
0.0% of portfolio
|
Q1 2024
New holding
|
|
Evermay Wealth Management LLC
Arlington, VA |
Aug 01, 2024 Q2 2024 |
4,330
shares
|
$135,312
0.02% of portfolio
|
Q4 2022
Reduced 0.28%
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Aug 05, 2024 Q2 2024 |
3,944
shares
|
$123,250
0.03% of portfolio
|
Q3 2022
Reduced 8.15%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
3,636
shares
|
$113,625
0.0% of portfolio
|
Q2 2024
Added 1.76%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
3,626
shares
|
$113,312
0.0% of portfolio
|
Q3 2023
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
2,925
shares
|
$91,406
0.0% of portfolio
|
Q4 2023
Reduced 24.26%
|
|
Valley National Advisers Inc
|
Jul 18, 2024 Q2 2024 |
2,505
shares
|
$78,281
0.01% of portfolio
|
Q4 2021
Added 67.56%
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Sep 06, 2024 Q2 2024 |
1,910
shares
|
$59,687
0.03% of portfolio
|
Q3 2023
Reduced 44.23%
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
1,627
shares
|
$50,843
0.01% of portfolio
|
Q1 2024
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
1,212
shares
|
$37,875
0.0% of portfolio
|
Q1 2024
Reduced 47.89%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
931
shares
|
$29,093
0.0% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
709
shares
|
$22,156
0.0% of portfolio
|
Q2 2024
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
635
shares
|
$19,843
0.0% of portfolio
|
Q1 2024
New holding
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
630
shares
|
$19,687
0.0% of portfolio
|
Q4 2021
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
625
shares
|
$19,531
0.01% of portfolio
|
Q2 2024
New holding
|
|
Central Trust CO
Jefferson City, MO |
Aug 05, 2024 Q2 2024 |
600
shares
|
$18,750
0.0% of portfolio
|
Q1 2023
New holding
|
|
Salomon & Ludwin, LLC
|
Jul 25, 2024 Q2 2024 |
500
shares
|
$15,625
0.0% of portfolio
|
Q3 2023
New holding
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 14, 2024 Q2 2024 |
437
shares
|
$13,656
0.0% of portfolio
|
Q2 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
433
shares
|
$13,531
0.0% of portfolio
|
Q2 2024
Added 132.8%
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
285
shares
|
$8,906
0.0% of portfolio
|
Q2 2024
Added 102.13%
|