Purchases and Sales Made in Q3 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 Q3 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
Nov 04, 2022 Q3 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
1.23M
New
$28.1M - $33.6M
1.23M $43.2M
Jan 25, 2023 Q3 2022
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
185K
New
$4.22M - $5.05M
185K $6.49M
Nov 04, 2022 Q3 2022
Xml Financial, LLC

BUY
 -
123K
New
$2.8M - $3.35M
123K $4.31M
Nov 07, 2022 Q3 2022
Arvest Trust CO N A

Rogers, AR
BUY
 -
81.5K
+ 4.47%
$1.86M - $2.23M
1.9M $66.9M
Nov 14, 2022 Q3 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
76.4K
+ 9.19%
$1.75M - $2.09M
909K $32M
Nov 02, 2022 Q3 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
58.2K
+ 669.15%
$1.33M - $1.59M
66.8K $2.35M
Oct 27, 2022 Q3 2022
Financial Enhancement Group LLC

Anderson, IN
BUY
 -
50.4K
New
$1.15M - $1.38M
50.4K $1.77M
Oct 19, 2022 Q3 2022
Triangle Securities Wealth Management

BUY
 -
36.6K
+ 18.33%
$836K - $1M
236K $8.3M
Nov 14, 2022 Q3 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
31.1K
New
$711K - $850K
31.1K $1.09M
Nov 15, 2022 Q3 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
25.3K
+ 208.53%
$578K - $691K
37.4K $1.32M
Nov 14, 2022 Q3 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
21.1K
+ 72.26%
$482K - $577K
50.3K $1.77M
Nov 03, 2022 Q3 2022
Regions Financial Corp

BUY
 -
16.3K
+ 10.22%
$373K - $446K
176K $6.19M
Oct 17, 2022 Q3 2022
Wealth Care Investment Partners, LLC

BUY
 -
13.4K
New
$307K - $367K
13.4K $472K
Nov 09, 2022 Q3 2022
Magnus Financial Group LLC

New York, NY
BUY
 -
13.4K
+ 1.8%
$306K - $366K
758K $26.7M
Nov 10, 2022 Q3 2022
Ubs Group Ag

BUY
 -
13.3K
+ 5.21%
$303K - $363K
268K $9.42M
Oct 14, 2022 Q3 2022
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
9.88K
+ 4.3%
$226K - $270K
240K $8.43M
Nov 14, 2022 Q3 2022
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
9.88K
+ 17.56%
$226K - $270K
66.1K $2.33M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
9.82K
+ 3.41%
$224K - $268K
297K $10.5M
Nov 14, 2022 Q3 2022
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
8.93K
+ 7.31%
$204K - $244K
131K $4.61M
Oct 26, 2022 Q3 2022
Truist Financial Corp

BUY
 -
6.69K
+ 16.6%
$153K - $183K
47K $1.65M
Oct 25, 2022 Q3 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
6.15K
+ 1.14%
$141K - $168K
544K $19.1M
Nov 14, 2022 Q3 2022
Morgan Stanley

New York, NY
BUY
 -
6.13K
+ 0.87%
$140K - $168K
709K $24.9M
Oct 24, 2022 Q3 2022
Busey Wealth Management

BUY
 -
5.35K
+ 0.27%
$122K - $146K
2M $70.4M
Oct 18, 2022 Q3 2022
Smith & Howard Wealth Management, LLC

BUY
 -
5.14K
+ 4.55%
$118K - $141K
118K $4.15M
Nov 14, 2022 Q3 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
4.46K
+ 9.42%
$102K - $122K
51.8K $1.82M
Oct 20, 2022 Q3 2022
Financial Advisory Service, Inc.

BUY
 -
3.8K
+ 2.73%
$86.7K - $104K
143K $5.03M
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
3.23K
+ 6.36%
$73.7K - $88.2K
53.9K $1.9M
Oct 13, 2022 Q3 2022
Sterneck Capital Management, LLC

Kansas City, MO
BUY
 -
2.23K
+ 2.45%
$51K - $61K
93.4K $3.28M
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
2.2K
+ 2.64%
$50.2K - $60.1K
85.4K $3M
Nov 04, 2022 Q3 2022
Foster & Motley Inc

Cincinnati, OH
BUY
 -
1.9K
+ 0.29%
$43.3K - $51.9K
650K $22.8M
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.5K
+ 37.95%
$34.2K - $41K
5.45K $192K
Nov 14, 2022 Q3 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
1.21K
+ 1.8%
$27.7K - $33.2K
68.5K $2.41M
Nov 02, 2022 Q3 2022
Sandy Spring Bank

BUY
 -
1.12K
+ 3.18%
$25.6K - $30.6K
36.4K $1.28M
Nov 10, 2022 Q3 2022
Mariner, LLC

Overland Park, KS
BUY
 -
831
+ 0.37%
$19K - $22.7K
223K $7.84M
Nov 09, 2022 Q3 2022
Bollard Group LLC

Boston, MA
BUY
 -
733
+ 1.22%
$16.7K - $20K
60.7K $2.14M
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
711
+ 2.76%
$16.2K - $19.4K
26.5K $930K
Nov 10, 2022 Q3 2022
Steward Partners Investment Advisory, LLC

BUY
 -
545
+ 22.9%
$12.5K - $14.9K
2.93K $103K
Nov 14, 2022 Q3 2022
Belpointe Asset Management LLC

BUY
 -
501
+ 7.07%
$11.4K - $13.7K
7.59K $267K
Nov 15, 2022 Q3 2022
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
194
+ 1.09%
$4.43K - $5.3K
18K $634K
Nov 14, 2022 Q3 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
161
+ 0.15%
$3.68K - $4.4K
111K $3.9M
Nov 09, 2022 Q3 2022
First Horizon Advisors, Inc.

BUY
 -
137
+ 80.12%
$3.13K - $3.75K
308 $10.8K
Nov 10, 2022 Q3 2022
F Dx Advisors, Inc.

BUY
 -
126
+ 1.23%
$2.88K - $3.44K
10.4K $365K
Nov 14, 2022 Q3 2022
Geneos Wealth Management Inc.

BUY
 -
109
+ 0.16%
$2.49K - $2.98K
67.5K $2.37M
Nov 10, 2022 Q3 2022
Parallel Advisors, LLC

BUY
 -
93
New
$2.13K - $2.54K
93 $3.27K
Nov 02, 2022 Q3 2022
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
89
+ 74.79%
$2.03K - $2.43K
208 $7.32K
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
68
+ 0.6%
$1.55K - $1.86K
11.4K $402K
Oct 12, 2022 Q3 2022
Howard Financial Services, Ltd.

BUY
 -
41
+ 0.2%
$937 - $1.12K
21.1K $741K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 13, 2022 Q3 2022
Wesbanco Bank Inc

SELL
 -
-50
- 0.2%
$1.14K - $1.37K
25.3K $890K

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