Purchases and Sales Made in Q1 2021 in Managed Portfolio Ser Tortoise (TPYP)
This table provides information about the institutional ownership of Managed Portfolio Ser Tortoise (TPYP) during Q1 2021. The information is specifically focused on institutions that hold shares of MANAGED PORTFOLIO SER TORTOISE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 20, 2021
Q1 2021
|
Busey Wealth Management
|
BUY
|
- |
2.05MNew |
$35.2M - $42.8M
|
2.05M
$64M
|
|
May 03, 2021
Q1 2021
|
Avestar Capital, LLC
|
BUY
|
- |
160K+ 1102.29% |
$2.76M - $3.35M
|
175K
$5.46M
|
|
May 05, 2021
Q1 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
82.6KNew |
$1.42M - $1.73M
|
82.6K
$2.58M
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
74.7K+ 132.25% |
$1.29M - $1.56M
|
131K
$4.1M
|
|
May 11, 2021
Q1 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
71K+ 42.57% |
$1.22M - $1.49M
|
238K
$7.43M
|
|
May 11, 2021
Q1 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
56.6KNew |
$974K - $1.18M
|
56.6K
$1.77M
|
|
May 05, 2021
Q1 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
52.7K+ 10.21% |
$907K - $1.1M
|
568K
$17.8M
|
|
Apr 27, 2021
Q1 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
51.8K+ 114.68% |
$891K - $1.08M
|
96.9K
$3.03M
|
|
Apr 26, 2021
Q1 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
37.2K+ 5.55% |
$640K - $778K
|
707K
$22.1M
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
30K+ 24.42% |
$516K - $627K
|
153K
$4.77M
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.9KNew |
$498K - $605K
|
28.9K
$904K
|
|
Jun 02, 2021
Q1 2021
|
Regions Financial Corp
|
BUY
|
- |
17.7KNew |
$305K - $370K
|
17.7K
$553K
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.5KNew |
$233K - $283K
|
13.5K
$423K
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.26K+ 23.7% |
$142K - $173K
|
43.1K
$1.35M
|
|
Apr 29, 2021
Q1 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
7.78K+ 11.32% |
$134K - $163K
|
76.5K
$2.39M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.24K+ 13.29% |
$107K - $131K
|
53.2K
$1.66M
|
|
Apr 12, 2021
Q1 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
6.14K+ 3.29% |
$106K - $128K
|
193K
$6.03M
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.71K+ 26.19% |
$98.2K - $119K
|
27.5K
$859K
|
|
Apr 26, 2021
Q1 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
5.33K+ 1.03% |
$91.8K - $112K
|
521K
$16.3M
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.06K+ 2.85% |
$87K - $106K
|
183K
$5.71M
|
|
Apr 19, 2021
Q1 2021
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
4.8K+ 9.56% |
$82.6K - $100K
|
55K
$1.72M
|
|
May 17, 2021
Q1 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4.14K+ 3.64% |
$71.2K - $86.6K
|
118K
$3.68M
|
|
May 06, 2021
Q1 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3.73K+ 1.99% |
$64.2K - $78K
|
191K
$5.98M
|
|
Apr 26, 2021
Q1 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3.55K+ 2.14% |
$61.1K - $74.3K
|
170K
$5.31M
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.75K+ 36.84% |
$30.1K - $36.6K
|
6.5K
$203K
|
|
May 03, 2021
Q1 2021
|
Sandy Spring Bank
|
BUY
|
- |
1.65K+ 5.21% |
$28.4K - $34.5K
|
33.3K
$1.04M
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.25KNew |
$21.5K - $26.2K
|
1.25K
$39.1K
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.23K+ 15.84% |
$21.1K - $25.6K
|
8.96K
$280K
|
|
Apr 14, 2021
Q1 2021
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1.07K+ 3.15% |
$18.4K - $22.4K
|
35.1K
$1.1M
|
|
May 13, 2021
Q1 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.06K+ 3.71% |
$18.3K - $22.2K
|
29.6K
$927K
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
511+ 0.39% |
$8.79K - $10.7K
|
131K
$4.09M
|
|
Apr 14, 2021
Q1 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
278New |
$4.78K - $5.82K
|
278
$8.69K
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
14+ 1.76% |
$241 - $293
|
811
$25.3K
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2- 0.03% |
$34.4 - $41.8
|
7.53K
$235K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-223- 0.84% |
$3.84K - $4.67K
|
26.2K
$819K
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-880- 1.28% |
$15.1K - $18.4K
|
67.6K
$2.11M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.78K- 25.71% |
$30.5K - $37.1K
|
5.13K
$160K
|
|
Mar 14, 2023
Q1 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.43K- 12.68% |
$41.9K - $50.9K
|
16.8K
$524K
|
|
May 17, 2021
Q1 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.43K- 12.68% |
$41.9K - $50.9K
|
16.8K
$524K
|
|
May 06, 2021
Q1 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.5K- 13.72% |
$42.9K - $52.2K
|
15.7K
$490K
|
|
Sep 10, 2024
Q1 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.91K- 8.5% |
$50.1K - $60.9K
|
31.3K
$979K
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.02K- 17.88% |
$69.1K - $84.1K
|
18.5K
$577K
|
|
Apr 30, 2021
Q1 2021
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-6.01K- 4.6% |
$103K - $126K
|
125K
$3.89M
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
- |
-10.7K- 16.5% |
$184K - $224K
|
54.1K
$1.69M
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16K- 3.07% |
$276K - $335K
|
506K
$15.8M
|
|
May 07, 2021
Q1 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-17.5K- 6.64% |
$301K - $365K
|
246K
$7.68M
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-19.9KClosed |
$343K - $417K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-23.9KClosed |
$411K - $499K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-28.6KClosed |
$493K - $599K
|
0
$0
|