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 |
---|---|---|---|---|---|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
279
shares
|
$8,718
0.0% of portfolio
|
Q1 2022
Added 0.36%
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2024 Q2 2024 |
226
shares
|
$7,062
0.0% of portfolio
|
Q1 2024
Reduced 99.62%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
200
shares
|
$6,250
0.0% of portfolio
|
Q4 2023
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
100
shares
|
$3,125
0.0% of portfolio
|
Q2 2024
New holding
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2024 Q2 2024 |
89
shares
|
$2,781
0.0% of portfolio
|
Q2 2024
New holding
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 11, 2024 Q2 2024 |
75
shares
|
$2,343
0.0% of portfolio
|
Q4 2021
Reduced 88.95%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
36
shares
|
$1,125
0.0% of portfolio
|
Q1 2022
Reduced 40.98%
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 12, 2024 Q2 2024 |
33
shares
|
$1,031
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2022
New holding
|