Purchases and Sales Made in Q3 2021 in Managed Portfolio Ser Tortoise (TPYP)
This table provides information about the institutional ownership of Managed Portfolio Ser Tortoise (TPYP) during Q3 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 |
---|---|---|---|---|---|---|---|
Jun 17, 2024
Q3 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.87M+ 312115.84% |
N/A
|
1.87M
$54M
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.23MNew |
N/A
|
1.23M
$35.4M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
598KNew |
N/A
|
598K
$17.2M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
185KNew |
N/A
|
185K
$5.33M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
66.2K+ 850.28% |
N/A
|
73.9K
$2.13M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42.7KNew |
N/A
|
42.7K
$1.23M
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
38K+ 6.56% |
N/A
|
617K
$17.8M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.1K+ 13.05% |
N/A
|
261K
$7.53M
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
30K+ 1.44% |
N/A
|
2.12M
$61M
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
19.7K+ 105.94% |
N/A
|
38.3K
$1.1M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.7K+ 2.97% |
N/A
|
544K
$15.7M
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
13.1K+ 14.58% |
N/A
|
103K
$2.97M
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
12.8K+ 77.44% |
N/A
|
29.4K
$846K
|
|
Nov 10, 2021
Q3 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
11.5K+ 4.52% |
N/A
|
265K
$7.65M
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.4K+ 23.21% |
N/A
|
55.1K
$1.59M
|
|
Oct 19, 2021
Q3 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
10.2K+ 5.08% |
N/A
|
212K
$6.1M
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
9.59K+ 1.8% |
N/A
|
542K
$15.6M
|
|
Oct 22, 2021
Q3 2021
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
9.11K+ 7.42% |
N/A
|
132K
$3.8M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.88K+ 67.36% |
N/A
|
22.1K
$636K
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
6.7K+ 12.79% |
N/A
|
59.1K
$1.7M
|
|
Oct 14, 2021
Q3 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
5.52K+ 2.74% |
N/A
|
207K
$5.96M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
4.9K+ 3.1% |
N/A
|
163K
$4.7M
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.96K+ 25.89% |
N/A
|
19.3K
$555K
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.7K+ 2.83% |
N/A
|
134K
$3.87M
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.05K+ 2.21% |
N/A
|
141K
$4.07M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.38KNew |
N/A
|
2.38K
$68.6K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.91K+ 20.13% |
N/A
|
11.4K
$328K
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
1.65K+ 7.07% |
N/A
|
25K
$720K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.29K+ 925.9% |
N/A
|
1.43K
$41.1K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.2K+ 96.0% |
N/A
|
2.45K
$70.6K
|
|
Nov 15, 2021
Q3 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$34.5K
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.18K+ 4.95% |
N/A
|
25.1K
$723K
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
1.05K+ 3.11% |
N/A
|
34.8K
$1M
|
|
Oct 18, 2021
Q3 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
915+ 1.07% |
N/A
|
86.5K
$2.49M
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
759+ 1.09% |
N/A
|
70.3K
$2.03M
|
|
Nov 12, 2021
Q3 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
759+ 1.33% |
N/A
|
58K
$1.67M
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
729+ 0.74% |
N/A
|
98.8K
$2.85M
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
679New |
N/A
|
679
$19.6K
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
655+ 0.23% |
N/A
|
281K
$8.09M
|
|
Oct 20, 2021
Q3 2021
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
503+ 0.88% |
N/A
|
57.4K
$1.65M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
312New |
N/A
|
312
$8.99K
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
271+ 237.72% |
N/A
|
385
$11.1K
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
194New |
N/A
|
194
$5.59K
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
133+ 1.35% |
N/A
|
9.98K
$288K
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
120+ 0.79% |
N/A
|
15.3K
$442K
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
120+ 0.79% |
N/A
|
15.3K
$442K
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
25+ 69.44% |
N/A
|
61
$1.76K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8+ 0.98% |
N/A
|
826
$23.8K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-74Closed |
N/A
|
0
$0
|