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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2021
Q1 2021
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-46.8K- 29.3% |
$806K - $979K
|
113K
$3.95M
|
|
|
May 14, 2021
Q1 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-76.3K- 16.85% |
$1.31M - $1.6M
|
377K
$13.2M
|
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-103K- 39.77% |
$1.77M - $2.15M
|
155K
$5.44M
|
|
|
May 13, 2021
Q1 2021
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-108K- 3.75% |
$1.86M - $2.26M
|
2.77M
$96.8M
|