Purchases and Sales Made in Q3 2022 in Managed Portfolio Ser Tortoise (TPYP)
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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-66- 82.5% |
$1.51K - $1.8K
|
14
$492
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-101- 0.26% |
$2.31K - $2.76K
|
38.2K
$1.34M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-214- 15.01% |
$4.89K - $5.85K
|
1.21K
$42.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-237- 2.25% |
$5.42K - $6.48K
|
10.3K
$362K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-238- 2.26% |
$5.44K - $6.51K
|
10.3K
$362K
|
|
|
Nov 15, 2022
Q3 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-350- 8.15% |
$8K - $9.57K
|
3.94K
$139K
|
|
|
Oct 12, 2022
Q3 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-585- 0.1% |
$13.4K - $16K
|
580K
$20.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-955- 1.43% |
$21.8K - $26.1K
|
66K
$2.32M
|
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.5K- 10.16% |
$34.3K - $41K
|
13.3K
$467K
|
|
|
Oct 11, 2022
Q3 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-1.6K- 1.25% |
$36.5K - $43.7K
|
126K
$4.43M
|
|
|
Oct 12, 2022
Q3 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-1.88K- 4.28% |
$43K - $51.5K
|
42.1K
$1.48M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.11K- 2.08% |
$48.3K - $57.8K
|
99.2K
$3.49M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.7K- 14.06% |
$61.7K - $73.9K
|
16.5K
$581K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-3.12K- 18.44% |
$71.3K - $85.3K
|
13.8K
$485K
|
|
|
Nov 02, 2022
Q3 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-3.5K- 11.25% |
$80K - $95.7K
|
27.6K
$971K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.79K- 21.62% |
$86.6K - $104K
|
13.7K
$483K
|
|
|
Nov 03, 2022
Q3 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-4.29K- 1.69% |
$98.1K - $117K
|
250K
$8.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.04K- 3.06% |
$138K - $165K
|
191K
$6.73M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-16.4K- 5.78% |
$375K - $449K
|
268K
$9.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20K- 13.07% |
$456K - $546K
|
133K
$4.67M
|
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
SELL
|
- |
-20.8K- 6.25% |
$476K - $570K
|
313K
$11M
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-33.4K- 58.14% |
$763K - $913K
|
24.1K
$846K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-66.2K- 30.97% |
$1.51M - $1.81M
|
148K
$5.19M
|
|
|
Jun 17, 2024
Q3 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-75.8K- 5.47% |
$1.73M - $2.07M
|
1.31M
$46M
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
SELL
|
- |
-110K- 40.45% |
$2.51M - $3M
|
162K
$5.69M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-900K- 64.89% |
$20.6M - $24.6M
|
487K
$17.1M
|