Purchases and Sales Made in Q4 2021 in Managed Portfolio Ser Tortoise (TPYP)
This table provides information about the institutional ownership of Managed Portfolio Ser Tortoise (TPYP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-521- 3.81% |
$11.1K - $12.5K
|
13.2K
$461K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-573- 0.82% |
$12.2K - $13.7K
|
69.7K
$2.44M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-604- 88.95% |
$12.9K - $14.5K
|
75
$2.63K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-805- 3.21% |
$17.2K - $19.3K
|
24.3K
$850K
|
|
|
Feb 09, 2022
Q4 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-908- 0.34% |
$19.4K - $21.7K
|
265K
$9.26M
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.1K- 7.45% |
$44.8K - $50.2K
|
26.1K
$913K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.45KClosed |
$52.3K - $58.6K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.14K- 18.78% |
$88.4K - $99.1K
|
17.9K
$627K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.52K- 1.76% |
$96.5K - $108K
|
253K
$8.86M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.25KClosed |
$197K - $221K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-11.6K- 19.57% |
$247K - $277K
|
47.5K
$1.66M
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
SELL
|
- |
-14.9K- 0.7% |
$318K - $357K
|
2.1M
$73.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-22.6K- 45.87% |
$481K - $540K
|
26.6K
$932K
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-28.5K- 4.28% |
$607K - $681K
|
637K
$22.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-30.2K- 11.55% |
$644K - $722K
|
231K
$8.08M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-42.7KClosed |
$911K - $1.02M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-44K- 8.28% |
$939K - $1.05M
|
487K
$17.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-45.8KClosed |
$977K - $1.1M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-55.1KClosed |
$1.18M - $1.32M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-144K- 50.52% |
$3.06M - $3.44M
|
141K
$4.92M
|