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 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
307+ 2.42% |
$10.5K - $11.4K
|
13K
$459K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
305New |
$10.5K - $11.4K
|
305
$10.8K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
294New |
$10.1K - $11K
|
294
$10.4K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
218New |
$7.48K - $8.12K
|
218
$7.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
155+ 2.01% |
$5.32K - $5.78K
|
7.85K
$277K
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
141+ 2.0% |
$4.84K - $5.25K
|
7.18K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
135+ 2.0% |
$4.63K - $5.03K
|
6.88K
$243K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
129+ 1.18% |
$4.43K - $4.81K
|
11K
$389K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
115+ 1.56% |
$3.95K - $4.28K
|
7.51K
$265K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
112+ 0.12% |
$3.84K - $4.17K
|
97.3K
$3.44M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
107+ 0.39% |
$3.67K - $3.99K
|
27.7K
$979K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
86+ 0.04% |
$2.95K - $3.2K
|
244K
$8.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
57+ 0.22% |
$1.96K - $2.12K
|
26.4K
$933K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
18+ 0.06% |
$618 - $671
|
32.2K
$1.14M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
16+ 0.07% |
$549 - $596
|
21.4K
$757K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.83% |
$68.6 - $74.5
|
242
$8.55K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-169- 1.15% |
$5.8K - $6.3K
|
14.5K
$513K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-195- 21.67% |
$6.69K - $7.27K
|
705
$24.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-218- 1.24% |
$7.48K - $8.12K
|
17.3K
$612K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-316- 0.05% |
$10.8K - $11.8K
|
657K
$23.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-377- 3.9% |
$12.9K - $14K
|
9.28K
$328K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-501- 6.06% |
$17.2K - $18.7K
|
7.77K
$275K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-539- 14.73% |
$18.5K - $20.1K
|
3.12K
$110K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-750- 0.66% |
$25.7K - $27.9K
|
113K
$4M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-780- 0.54% |
$26.8K - $29.1K
|
145K
$5.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-959- 23.14% |
$32.9K - $35.7K
|
3.19K
$113K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1.03K- 8.52% |
$35.2K - $38.2K
|
11K
$389K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.25K- 11.12% |
$42.9K - $46.5K
|
9.98K
$353K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-1.54K- 0.57% |
$52.9K - $57.4K
|
267K
$9.45M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.57K- 14.04% |
$53.8K - $58.4K
|
9.59K
$339K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.65K- 4.78% |
$56.8K - $61.6K
|
33K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.77K- 2.82% |
$60.6K - $65.8K
|
60.9K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.83K- 0.79% |
$62.8K - $68.2K
|
229K
$8.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-1.91K- 1.78% |
$65.4K - $71K
|
105K
$3.71M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.44K- 8.82% |
$83.9K - $91.1K
|
25.3K
$893K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.43K- 17.29% |
$118K - $128K
|
16.4K
$579K
|
|
|
Apr 14, 2025
Q1 2025
|
Objectivity Squared, LLC
Charleston, SC |
SELL
|
- |
-3.45K- 14.69% |
$118K - $129K
|
20K
$708K
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-4.01K- 3.6% |
$138K - $149K
|
108K
$3.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.05K- 1.45% |
$139K - $151K
|
275K
$9.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-4.26K- 23.32% |
$146K - $159K
|
14K
$495K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-4.94K- 6.92% |
$170K - $184K
|
66.5K
$2.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-5.38K- 7.76% |
$185K - $201K
|
64K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.86K- 2.69% |
$201K - $218K
|
212K
$7.5M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-6.48K- 5.37% |
$222K - $241K
|
114K
$4.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-6.74K- 2.74% |
$231K - $251K
|
239K
$8.46M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.67K- 3.08% |
$263K - $286K
|
242K
$8.54M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-7.74K- 2.56% |
$266K - $288K
|
294K
$10.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-8.33K- 7.58% |
$286K - $310K
|
102K
$3.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-10.6K- 39.31% |
$365K - $397K
|
16.4K
$581K
|