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 |
|---|---|---|---|---|---|---|---|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-410- 3.48% |
$9.23K - $11K
|
11.4K
$400K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-576Closed |
$13K - $15.4K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-897- 31.33% |
$20.2K - $24K
|
1.97K
$69.1K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-1.18K- 3.3% |
$26.6K - $31.5K
|
34.6K
$1.22M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.32KClosed |
$29.7K - $35.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.37K- 7.66% |
$30.9K - $36.7K
|
16.5K
$582K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.5KClosed |
$33.8K - $40.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.71K- 0.75% |
$38.4K - $45.6K
|
227K
$7.97M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.74KClosed |
$39.2K - $46.6K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.94K- 3.68% |
$43.7K - $51.9K
|
50.8K
$1.79M
|
|
|
May 10, 2022
Q1 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-2.03K- 3.52% |
$45.6K - $54.1K
|
55.5K
$1.95M
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-3.2K- 12.02% |
$72K - $85.5K
|
23.4K
$824K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.48K- 6.43% |
$101K - $120K
|
65.2K
$2.29M
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-4.54KClosed |
$102K - $121K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-4.79K- 2.56% |
$108K - $128K
|
182K
$6.41M
|
|
|
Apr 13, 2022
Q1 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-5.78K- 2.77% |
$130K - $154K
|
203K
$7.14M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-6.12K- 12.89% |
$138K - $164K
|
41.4K
$1.46M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.7K- 3.63% |
$151K - $179K
|
178K
$6.27M
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.92K- 40.57% |
$156K - $185K
|
10.1K
$357K
|
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-7.94K- 1.25% |
$179K - $212K
|
629K
$22.1M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-7.98K- 3.25% |
$180K - $213K
|
237K
$8.35M
|
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
SELL
|
- |
-10KClosed |
$225K - $267K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Next Capital Management LLC
|
SELL
|
- |
-13.7KClosed |
$308K - $366K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16K- 3.29% |
$360K - $428K
|
471K
$16.6M
|
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-29.5K- 29.24% |
$663K - $787K
|
71.3K
$2.51M
|
|
|
May 03, 2022
Q1 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-29.7K- 21.4% |
$669K - $795K
|
109K
$3.84M
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-43.4K- 17.16% |
$977K - $1.16M
|
210K
$7.37M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-64.7K- 9.2% |
$1.46M - $1.73M
|
639K
$22.5M
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-90.2K- 57.41% |
$2.03M - $2.41M
|
66.9K
$2.35M
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-114K- 81.1% |
$2.57M - $3.05M
|
26.6K
$935K
|
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-116K- 5.52% |
$2.61M - $3.1M
|
1.99M
$69.9M
|
|
|
Jun 17, 2024
Q1 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-210K- 12.08% |
$4.74M - $5.62M
|
1.53M
$53.9M
|