Purchases and Sales Made in Q2 2024 in Managed Portfolio Ser Tortoise (TPYP)
This table provides information about the institutional ownership of Managed Portfolio Ser Tortoise (TPYP) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.09K- 1.08% |
$29K - $31.6K
|
99.9K
$3.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.14K- 4.31% |
$30.3K - $33K
|
25.3K
$873K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.16K- 1.58% |
$30.8K - $33.5K
|
71.8K
$2.48M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-1.18K- 1.04% |
$31.5K - $34.3K
|
112K
$3.87M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.21K- 4.07% |
$32.2K - $35.1K
|
28.5K
$983K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.43K- 1.62% |
$38.1K - $41.5K
|
87K
$3.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.58K- 0.22% |
$42.1K - $45.9K
|
707K
$24.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.66K- 16.52% |
$44.2K - $48.2K
|
8.39K
$290K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.88K- 3.61% |
$50K - $54.5K
|
50.1K
$1.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.9K- 1.3% |
$50.6K - $55.1K
|
145K
$5M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.08K- 1.49% |
$55.5K - $60.5K
|
138K
$4.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.21K- 0.86% |
$58.9K - $64.2K
|
254K
$8.78M
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-2.3K- 0.86% |
$61.2K - $66.7K
|
265K
$9.14M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.72K- 12.0% |
$99K - $108K
|
27.3K
$942K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-3.73K- 4.46% |
$99.4K - $108K
|
80K
$2.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-3.95K- 23.89% |
$105K - $115K
|
12.6K
$434K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-5.11K- 3.15% |
$136K - $148K
|
157K
$5.43M
|
|
|
Feb 14, 2025
Q2 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-5.31K- 4.69% |
$141K - $154K
|
108K
$3.73M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.5K- 28.5% |
$147K - $160K
|
13.8K
$477K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-5.73K- 2.13% |
$153K - $166K
|
264K
$9.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-8.22K- 2.56% |
$219K - $239K
|
314K
$10.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-8.95K- 23.92% |
$238K - $260K
|
28.5K
$984K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-10.2K- 31.51% |
$271K - $295K
|
22.1K
$763K
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-10.8K- 4.2% |
$289K - $315K
|
247K
$8.54M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.8K- 12.67% |
$315K - $344K
|
81.6K
$2.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-16.4K- 48.17% |
$438K - $477K
|
17.7K
$611K
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-21.9K- 9.09% |
$584K - $637K
|
219K
$7.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22.7K- 8.16% |
$604K - $658K
|
255K
$8.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-24.2K- 9.26% |
$644K - $702K
|
237K
$8.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-30.8K- 4.4% |
$820K - $894K
|
669K
$23.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-44.1K- 31.54% |
$1.17M - $1.28M
|
95.6K
$3.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-66.6K- 73.62% |
$1.77M - $1.93M
|
23.9K
$825K
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-75.7K- 9.01% |
$2.01M - $2.2M
|
764K
$26.4M
|