Purchases and Sales Made in Q1 2022 in Managed Portfolio Ser Tortoise (TPYP)
This table provides information about the institutional ownership of Managed Portfolio Ser Tortoise (TPYP) during Q1 2022. 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 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
311K+ 39.84% |
$7M - $8.32M
|
1.09M
$38.4M
|
|
|
May 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
276KNew |
$6.2M - $7.36M
|
276K
$9.69M
|
|
|
May 04, 2022
Q1 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
180K+ 9.78% |
$4.06M - $4.82M
|
2.02M
$71.2M
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
128KNew |
$2.89M - $3.43M
|
128K
$4.52M
|
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
BUY
|
- |
123KNew |
$2.76M - $3.27M
|
123K
$4.31M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
95.5KNew |
$2.15M - $2.55M
|
95.5K
$3.36M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
90.8K+ 16.34% |
$2.04M - $2.43M
|
647K
$22.7M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
88KNew |
$1.98M - $2.35M
|
88K
$3.09M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
82.2K+ 408.58% |
$1.85M - $2.2M
|
102K
$3.6M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
40.9KNew |
$920K - $1.09M
|
40.9K
$1.44M
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
39.2K+ 6.25% |
$882K - $1.05M
|
667K
$23.4M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.8K+ 4.55% |
$626K - $743K
|
639K
$22.5M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.5KNew |
$528K - $627K
|
23.5K
$825K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.2K+ 9.6% |
$499K - $592K
|
253K
$8.9M
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
19.3KNew |
$435K - $516K
|
19.3K
$680K
|
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
14.6K+ 2.53% |
$328K - $389K
|
589K
$20.7M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12K+ 18.66% |
$270K - $321K
|
76.3K
$2.68M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.5K+ 35.02% |
$191K - $227K
|
32.8K
$1.15M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.3KNew |
$187K - $222K
|
8.3K
$292K
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
BUY
|
- |
7.6KNew |
$171K - $203K
|
7.6K
$267K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.08K+ 7.87% |
$137K - $163K
|
83.4K
$2.93M
|
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5.69K+ 5.07% |
$128K - $152K
|
118K
$4.15M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.48K+ 14.9% |
$101K - $120K
|
34.5K
$1.21M
|
|
|
May 09, 2022
Q1 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
3.87K+ 1.46% |
$87K - $103K
|
268K
$9.44M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.54K+ 1.23% |
$79.6K - $94.5K
|
292K
$10.3M
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.46K+ 13.26% |
$77.8K - $92.4K
|
29.5K
$1.04M
|
|
|
Apr 12, 2022
Q1 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3.35K+ 1.46% |
$75.4K - $89.5K
|
233K
$8.19M
|
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.17K+ 13.84% |
$48.9K - $58.1K
|
17.9K
$629K
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
1.75K+ 3.7% |
$39.4K - $46.8K
|
49K
$1.72M
|
|
|
May 03, 2022
Q1 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1.75K+ 1.93% |
$39.3K - $46.6K
|
92.3K
$3.25M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.72K+ 1.55% |
$38.6K - $45.9K
|
112K
$3.95M
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.51K+ 1.07% |
$33.9K - $40.2K
|
142K
$5M
|
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.33K+ 2.3% |
$30K - $35.6K
|
59.3K
$2.09M
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.02K+ 3.73% |
$23K - $27.3K
|
28.4K
$997K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
994+ 21.39% |
$22.4K - $26.6K
|
5.64K
$198K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
639+ 2.19% |
$14.4K - $17.1K
|
29.8K
$1.05M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
394+ 3.46% |
$8.87K - $10.5K
|
11.8K
$414K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
263+ 65.91% |
$5.92K - $7.03K
|
662
$23.3K
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
250+ 0.96% |
$5.63K - $6.68K
|
26.3K
$926K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
122+ 0.81% |
$2.75K - $3.26K
|
15.2K
$534K
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
122+ 0.81% |
$2.75K - $3.26K
|
15.2K
$534K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
39+ 0.3% |
$878 - $1.04K
|
13.2K
$464K
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
38New |
$855 - $1.02K
|
38
$1.34K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.36% |
$22.5 - $26.7
|
279
$9.81K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-25- 40.98% |
$563 - $668
|
36
$1.27K
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-86Closed |
$1.94K - $2.3K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-138- 64.49% |
$3.11K - $3.69K
|
76
$2.67K
|
|
|
May 09, 2022
Q1 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-250- 0.78% |
$5.63K - $6.68K
|
31.9K
$1.12M
|
|
|
May 12, 2022
Q1 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-329- 26.73% |
$7.4K - $8.79K
|
902
$31.7K
|