Purchases and Sales Made in Q2 2022 in Managed Portfolio Ser Tortoise (TPYP)
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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-980- 3.72% |
$22.9K - $27.9K
|
25.4K
$896K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.07K- 8.13% |
$25.1K - $30.6K
|
12.1K
$429K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.1K- 2.65% |
$25.7K - $31.3K
|
40.3K
$1.42M
|
|
|
Aug 10, 2022
Q2 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.16K- 1.26% |
$27.1K - $33K
|
91.2K
$3.22M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.72K- 1.53% |
$40.2K - $48.9K
|
111K
$3.91M
|
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-2.41K- 10.28% |
$56.3K - $68.6K
|
21K
$743K
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-2.41K- 12.48% |
$56.5K - $68.7K
|
16.9K
$598K
|
|
|
Jul 20, 2022
Q2 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-2.89K- 1.24% |
$67.6K - $82.3K
|
230K
$8.13M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.17K- 2.23% |
$74.1K - $90.2K
|
139K
$4.92M
|
|
|
Jul 11, 2022
Q2 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-3.36K- 1.66% |
$78.6K - $95.7K
|
200K
$7.05M
|
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
SELL
|
- |
-3.89K- 1.41% |
$90.9K - $111K
|
272K
$9.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.3K- 1.9% |
$101K - $122K
|
222K
$7.85M
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-4.63K- 30.55% |
$108K - $132K
|
10.5K
$372K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-4.63K- 30.55% |
$108K - $132K
|
10.5K
$372K
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-7.6KClosed |
$178K - $216K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.91K- 2.71% |
$185K - $225K
|
284K
$10M
|
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-8.03K- 30.22% |
$188K - $229K
|
18.6K
$656K
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-8.96K- 1.52% |
$210K - $255K
|
580K
$20.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.4KClosed |
$266K - $324K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-11.5K- 20.76% |
$270K - $328K
|
44K
$1.55M
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-12.2K- 5.81% |
$285K - $347K
|
197K
$6.98M
|
|
|
Aug 10, 2022
Q2 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-13.8K- 5.13% |
$322K - $392K
|
255K
$9M
|
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-13.8K- 19.4% |
$324K - $394K
|
57.4K
$2.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.5KClosed |
$549K - $668K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25.4K- 14.27% |
$595K - $724K
|
153K
$5.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-66.3K- 69.43% |
$1.55M - $1.89M
|
29.2K
$1.03M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-88KClosed |
$2.06M - $2.51M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
SELL
|
- |
-128KClosed |
$3.01M - $3.66M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-202K- 10.0% |
$4.73M - $5.76M
|
1.82M
$64.4M
|