Purchases and Sales Made in Q1 2025 in Managed Portfolio Ser Tortoise (TPYP)
This table provides information about the institutional ownership of Managed Portfolio Ser Tortoise (TPYP) during Q1 2025. 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 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
16.5K+ 1.99% |
$568K - $616K
|
849K
$29.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
8.29K+ 2.0% |
$284K - $309K
|
422K
$14.6M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
3.3KNew |
$113K - $123K
|
3.3K
$114K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
910New |
$31.2K - $33.9K
|
910
$31.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
475+ 89.62% |
$16.3K - $17.7K
|
1.01K
$34.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
129+ 1.18% |
$4.43K - $4.81K
|
11K
$381K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
112+ 0.12% |
$3.84K - $4.17K
|
97.3K
$3.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
57+ 0.22% |
$1.96K - $2.12K
|
26.4K
$914K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
18+ 0.06% |
$618 - $671
|
32.2K
$1.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-169- 1.15% |
$5.8K - $6.3K
|
14.5K
$503K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-218- 1.24% |
$7.48K - $8.12K
|
17.3K
$599K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-316- 0.05% |
$10.8K - $11.8K
|
657K
$22.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-959- 23.14% |
$32.9K - $35.7K
|
3.19K
$110K
|
|
|
Apr 14, 2025
Q1 2025
|
Objectivity Squared, LLC
Charleston, SC |
SELL
|
- |
-3.45K- 14.69% |
$118K - $129K
|
20K
$693K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-6.74K- 2.74% |
$231K - $251K
|
239K
$8.28M
|