Purchases and Sales Made in Q2 2021 in Managed Portfolio Ser Tortoise (TPYP)
This table provides information about the institutional ownership of Managed Portfolio Ser Tortoise (TPYP) during Q2 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 |
---|---|---|---|---|---|---|---|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
528KNew |
N/A
|
528K
$15.2M
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
125K+ 80.18% |
N/A
|
280K
$8.07M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
62.7KNew |
N/A
|
62.7K
$1.81M
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
48.3K+ 26.44% |
N/A
|
231K
$6.66M
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
44.7KNew |
N/A
|
44.7K
$1.29M
|
|
Jul 22, 2021
Q2 2021
|
Busey Wealth Management
|
BUY
|
- |
40.4K+ 1.97% |
N/A
|
2.09M
$60.2M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
39.8K+ 7.87% |
N/A
|
546K
$15.7M
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.7K+ 40.78% |
N/A
|
74.9K
$2.16M
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
20.1K+ 17.07% |
N/A
|
138K
$3.98M
|
|
Aug 04, 2021
Q2 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
16.2K+ 6.82% |
N/A
|
254K
$7.32M
|
|
Aug 13, 2021
Q2 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
15.3KNew |
N/A
|
15.3K
$441K
|
|
Jul 20, 2021
Q2 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
14.1K+ 2.0% |
N/A
|
721K
$20.8M
|
|
Aug 10, 2021
Q2 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
13.5K+ 17.64% |
N/A
|
89.9K
$2.59M
|
|
Jul 26, 2021
Q2 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
11.8K+ 2.27% |
N/A
|
533K
$15.4M
|
|
Aug 06, 2021
Q2 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
10.8K+ 1.9% |
N/A
|
579K
$16.7M
|
|
Jul 27, 2021
Q2 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
10.1K+ 5.3% |
N/A
|
201K
$5.81M
|
|
Aug 05, 2021
Q2 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
9.84KNew |
N/A
|
9.84K
$284K
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
9.25KNew |
N/A
|
9.25K
$267K
|
|
Jul 12, 2021
Q2 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
8.27K+ 4.29% |
N/A
|
201K
$5.8M
|
|
Aug 09, 2021
Q2 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
7.64K+ 48.68% |
N/A
|
23.3K
$673K
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
5.5K+ 3.61% |
N/A
|
158K
$4.56M
|
|
Jul 30, 2021
Q2 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
5.23K+ 3.08% |
N/A
|
175K
$5.05M
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.82K+ 11.18% |
N/A
|
47.9K
$1.38M
|
|
Aug 10, 2021
Q2 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
4.44KNew |
N/A
|
4.44K
$128K
|
|
Jul 30, 2021
Q2 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
2.93K+ 3.55% |
N/A
|
85.6K
$2.47M
|
|
Aug 03, 2021
Q2 2021
|
Avestar Capital, LLC
|
BUY
|
- |
2.75K+ 1.57% |
N/A
|
178K
$5.12M
|
|
Jul 14, 2021
Q2 2021
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.89K+ 3.43% |
N/A
|
56.8K
$1.64M
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.89K+ 2.79% |
N/A
|
69.5K
$2M
|
|
Jul 19, 2021
Q2 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.14K+ 1.18% |
N/A
|
98.1K
$2.83M
|
|
Jul 27, 2021
Q2 2021
|
Regions Financial Corp
|
BUY
|
- |
900+ 5.08% |
N/A
|
18.6K
$536K
|
|
Aug 12, 2021
Q2 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
672+ 1.19% |
N/A
|
57.2K
$1.65M
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
506+ 5.64% |
N/A
|
9.47K
$273K
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
BUY
|
- |
435+ 1.31% |
N/A
|
33.7K
$972K
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
316+ 6.16% |
N/A
|
5.45K
$157K
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
254+ 3.37% |
N/A
|
7.78K
$224K
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
139New |
N/A
|
139
$4.01K
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
114New |
N/A
|
114
$3.29K
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
74New |
N/A
|
74
$2.13K
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
36New |
N/A
|
36
$1.04K
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7+ 0.86% |
N/A
|
818
$23.6K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-322- 0.25% |
N/A
|
131K
$3.76M
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-340- 2.51% |
N/A
|
13.2K
$380K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-414- 1.58% |
N/A
|
25.8K
$744K
|
|
Aug 11, 2021
Q2 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.55K- 9.27% |
N/A
|
15.2K
$438K
|
|
Mar 14, 2023
Q2 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.56K- 9.28% |
N/A
|
15.2K
$438K
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
SELL
|
- |
-1.75K- 3.23% |
N/A
|
52.4K
$1.51M
|
|
Aug 06, 2021
Q2 2021
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.82K- 1.46% |
N/A
|
123K
$3.54M
|
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.36KClosed |
N/A
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.7K- 14.63% |
N/A
|
15.8K
$454K
|