Purchases and Sales Made in Q2 2022 in Managed Portfolio Ser Tortoise (TPYP)

TPYP Quotes by TradingView

This table provides information about the institutional ownership of Managed Portfolio Ser Tortoise (TPYP) during Q2 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
Jun 17, 2024 Q2 2022
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
545K
+ 64.86%
$12.7M - $15.5M
1.38M $49M
Jul 18, 2022 Q2 2022
Keudell

BUY
 -
334K
New
$7.8M - $9.5M
334K $11.8M
Jul 28, 2022 Q2 2022
Cwm, LLC

BUY
 -
294K
+ 26.92%
$6.88M - $8.37M
1.39M $49M
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
186K
+ 28.69%
$4.34M - $5.28M
832K $29.4M
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
138K
+ 180.2%
$3.22M - $3.92M
214K $7.56M
Jul 25, 2022 Q2 2022
Regions Financial Corp

BUY
 -
111K
+ 225.44%
$2.59M - $3.15M
160K $5.64M
Aug 11, 2022 Q2 2022
Magnus Financial Group LLC

New York, NY
BUY
 -
78.1K
+ 11.72%
$1.83M - $2.23M
745K $26.3M
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
66.7K
+ 14.15%
$1.56M - $1.9M
538K $19M
Aug 15, 2022 Q2 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
66.4K
+ 7358.65%
$1.55M - $1.89M
67.3K $2.38M
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
64.7K
+ 10.13%
$1.51M - $1.84M
703K $24.9M
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

BUY
 -
34.6K
+ 13.68%
$810K - $986K
288K $10.2M
Aug 12, 2022 Q2 2022
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
27.9K
+ 98.42%
$653K - $795K
56.3K $1.99M
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
25.7K
New
$602K - $733K
25.7K $910K
Aug 08, 2022 Q2 2022
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
19.2K
New
$450K - $547K
19.2K $679K
Aug 09, 2022 Q2 2022
Foster & Motley Inc

Cincinnati, OH
BUY
 -
19.1K
+ 3.05%
$448K - $545K
648K $22.9M
Aug 03, 2022 Q2 2022
Envestnet Asset Management Inc

BUY
 -
18K
+ 55.06%
$422K - $514K
50.8K $1.8M
Aug 10, 2022 Q2 2022
Ubs Group Ag

BUY
 -
17.2K
+ 7.26%
$403K - $491K
255K $9M
Aug 15, 2022 Q2 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
13.4K
New
$315K - $383K
13.4K $475K
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
12.8K
+ 37.13%
$300K - $365K
47.3K $1.67M
Aug 01, 2022 Q2 2022
Busey Wealth Management

BUY
 -
11.5K
+ 0.58%
$269K - $327K
2M $70.6M
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
11.4K
New
$266K - $324K
11.4K $402K
Jul 15, 2022 Q2 2022
Global Retirement Partners, LLC

BUY
 -
9.77K
+ 23.89%
$229K - $278K
50.7K $1.79M
Sep 11, 2024 Q2 2022
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
8.79K
+ 29.76%
$206K - $250K
38.3K $1.35M
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
8.38K
+ 2685.58%
$196K - $239K
8.69K $307K
Jul 13, 2022 Q2 2022
Allworth Financial LP

BUY
 -
6.5K
New
$152K - $185K
6.5K $230K
Jul 18, 2022 Q2 2022
Fulcrum Equity Management

BUY
 -
4.96K
+ 4.04%
$116K - $141K
128K $4.51M
Aug 15, 2022 Q2 2022
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
4.3K
+ 11326.32%
$101K - $123K
4.34K $153K
Aug 08, 2022 Q2 2022
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
4.26K
+ 3.61%
$99.6K - $121K
122K $4.32M
Aug 16, 2022 Q2 2022
Chilton Capital Management LLC

Houston, TX
BUY
 -
3.98K
New
$93K - $113K
3.98K $141K
Aug 05, 2022 Q2 2022
Smith & Howard Wealth Management, LLC

BUY
 -
3.73K
+ 3.41%
$87.2K - $106K
113K $3.99M
Jul 22, 2022 Q2 2022
Geneos Wealth Management Inc.

BUY
 -
2.17K
+ 3.33%
$50.8K - $61.8K
67.4K $2.38M
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.98K
+ 100.76%
$46.4K - $56.4K
3.95K $140K
Jul 19, 2022 Q2 2022
Icon Wealth Partners, LLC

BUY
 -
1.64K
+ 0.9%
$38.4K - $46.7K
184K $6.5M
Aug 02, 2022 Q2 2022
Belpointe Asset Management LLC

BUY
 -
1.45K
+ 25.61%
$33.8K - $41.2K
7.09K $251K
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
BUY
 -
989
+ 5.98%
$23.1K - $28.2K
17.5K $620K
Aug 08, 2022 Q2 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
912
+ 10.99%
$21.3K - $26K
9.21K $326K
Aug 12, 2022 Q2 2022
Bollard Group LLC

Boston, MA
BUY
 -
674
+ 1.14%
$15.8K - $19.2K
60K $2.12M
Jul 21, 2022 Q2 2022
Sandy Spring Bank

BUY
 -
660
+ 1.91%
$15.4K - $18.8K
35.3K $1.25M
Aug 02, 2022 Q2 2022
First Horizon Advisors, Inc.

BUY
 -
171
New
$4K - $4.87K
171 $6.04K
Aug 11, 2022 Q2 2022
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
119
New
$2.78K - $3.39K
119 $4.21K
Aug 03, 2022 Q2 2022
F Dx Advisors, Inc.

BUY
 -
115
+ 1.13%
$2.69K - $3.28K
10.3K $363K
Aug 05, 2022 Q2 2022
Lex Aurum Advisors, LLC

BUY
 -
2
+ 0.0%
$46.8 - $57
66.9K $2.37M
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 22, 2022 Q2 2022
Urban Wealth Management, LLC

BUY
 -
0
New
$0 - $0
0 $0
Aug 15, 2022 Q2 2022
Dana Investment Advisors, Inc.

Brookfield, WI
SELL
 -
-52
- 0.29%
$1.22K - $1.48K
17.8K $630K
Aug 11, 2022 Q2 2022
Blume Capital Management, Inc.

Berkeley, CA
SELL
 -
-143
- 3.22%
$3.35K - $4.07K
4.29K $152K
Aug 12, 2022 Q2 2022
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-224
- 0.27%
$5.24K - $6.38K
83.2K $2.94M
Jul 27, 2022 Q2 2022
Wealth Trust Axiom LLC

SELL
 -
-750
- 2.35%
$17.6K - $21.4K
31.1K $1.1M
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-959
- 0.94%
$22.4K - $27.3K
101K $3.58M

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