Purchases and Sales Made in Q3 2023 in Managed Portfolio Ser Tortoise (TPYP)
This table provides information about the institutional ownership of Managed Portfolio Ser Tortoise (TPYP) during Q3 2023. 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 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.38K- 4.92% |
$33.6K - $35.4K
|
26.6K
$920K
|
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-1.45K- 0.56% |
$35.2K - $37.1K
|
258K
$8.93M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.51K- 2.95% |
$36.7K - $38.7K
|
49.7K
$1.72M
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-1.52K- 44.23% |
$36.9K - $38.9K
|
1.91K
$66K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.58K- 3.11% |
$38.5K - $40.6K
|
49.2K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.68K- 13.9% |
$40.9K - $43.1K
|
10.4K
$359K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.7K- 8.01% |
$41.4K - $43.6K
|
19.5K
$675K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.95K- 0.71% |
$47.4K - $50K
|
273K
$9.42M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.79K- 2.26% |
$67.8K - $71.5K
|
120K
$4.16M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-2.8K- 2.51% |
$68.2K - $71.9K
|
109K
$3.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.96K- 6.23% |
$72.1K - $75.9K
|
44.6K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.24K- 4.63% |
$79K - $83.2K
|
66.8K
$2.31M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-4.42K- 3.45% |
$108K - $113K
|
124K
$4.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.68K- 31.81% |
$138K - $146K
|
12.2K
$420K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-6.2K- 5.15% |
$151K - $159K
|
114K
$3.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.53K- 5.25% |
$183K - $193K
|
136K
$4.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.65K- 9.53% |
$186K - $196K
|
72.6K
$2.51M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-9.14K- 5.39% |
$223K - $235K
|
160K
$5.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-9.61K- 5.51% |
$234K - $246K
|
165K
$5.69M
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-10.7K- 3.59% |
$261K - $275K
|
288K
$9.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-35.5K- 81.03% |
$863K - $910K
|
8.3K
$287K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-40K- 5.18% |
$973K - $1.03M
|
731K
$25.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-137K- 17.43% |
$3.33M - $3.51M
|
648K
$22.4M
|