Purchases and Sales Made in Q4 2022 in Managed Portfolio Ser Tortoise (TPYP)
This table provides information about the institutional ownership of Managed Portfolio Ser Tortoise (TPYP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
467K+ 55.58% |
$10.9M - $12.4M
|
1.31M
$45.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
288KNew |
$6.72M - $7.61M
|
288K
$10.1M
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
121KNew |
$2.82M - $3.2M
|
121K
$4.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
109K+ 56.85% |
$2.54M - $2.88M
|
300K
$10.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
102K+ 11.19% |
$2.38M - $2.69M
|
1.01M
$35.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
91.8KNew |
$2.14M - $2.43M
|
91.8K
$3.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
46.8KNew |
$1.09M - $1.24M
|
46.8K
$1.64M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
46.6KNew |
$1.09M - $1.23M
|
46.6K
$1.63M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
42.7KNew |
$999K - $1.13M
|
42.7K
$1.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
39K+ 293.9% |
$911K - $1.03M
|
52.3K
$1.83M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
33.8K+ 19.2% |
$789K - $894K
|
210K
$7.34M
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
29.3K+ 218.41% |
$685K - $776K
|
42.7K
$1.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.2K+ 30.48% |
$518K - $587K
|
94.9K
$3.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.1K+ 3.11% |
$516K - $585K
|
731K
$25.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
20.2K+ 1.06% |
$471K - $534K
|
1.92M
$67.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.6K+ 3.05% |
$387K - $439K
|
561K
$19.6M
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
15.2KNew |
$354K - $402K
|
15.2K
$531K
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
14.3K+ 2.46% |
$333K - $378K
|
594K
$20.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
14.2K+ 9.93% |
$332K - $376K
|
157K
$5.5M
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
10.4K+ 4.4% |
$243K - $275K
|
246K
$8.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
10.3K+ 1.59% |
$242K - $274K
|
660K
$23.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.83KNew |
$230K - $260K
|
9.83K
$344K
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.35KNew |
$195K - $221K
|
8.35K
$292K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.15K+ 81.04% |
$144K - $163K
|
13.7K
$481K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.13K+ 19.38% |
$120K - $136K
|
31.6K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.65KNew |
$109K - $123K
|
4.65K
$163K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
4.44KNew |
$104K - $117K
|
4.44K
$155K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.34K+ 0.44% |
$78.1K - $88.5K
|
762K
$26.7M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.68KNew |
$62.6K - $70.9K
|
2.68K
$93.8K
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.21K+ 9.21% |
$51.7K - $58.6K
|
26.3K
$920K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.52K+ 2.3% |
$35.6K - $40.3K
|
67.7K
$2.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.17K+ 1.37% |
$27.4K - $31K
|
86.5K
$3.03M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
927+ 1.39% |
$21.7K - $24.5K
|
67.8K
$2.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
833+ 1.55% |
$19.5K - $22.1K
|
54.7K
$1.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
833+ 1.55% |
$19.5K - $22.1K
|
54.7K
$1.92M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
761+ 1.51% |
$17.8K - $20.2K
|
51.1K
$1.79M
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
696New |
$16.3K - $18.4K
|
696
$24.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
660+ 1.0% |
$15.4K - $17.5K
|
66.6K
$2.33M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
617New |
$14.4K - $16.3K
|
617
$21.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
610+ 2.41% |
$14.2K - $16.2K
|
25.9K
$907K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
421New |
$9.83K - $11.1K
|
421
$14.7K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
301New |
$7.03K - $7.97K
|
301
$10.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
274+ 0.09% |
$6.4K - $7.26K
|
298K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
162+ 0.31% |
$3.78K - $4.29K
|
51.9K
$1.82M
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
66+ 471.43% |
$1.54K - $1.75K
|
80
$2.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
59+ 0.91% |
$1.38K - $1.56K
|
6.56K
$230K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
58+ 0.42% |
$1.35K - $1.54K
|
13.9K
$485K
|
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$1.17K - $1.32K
|
50
$1.75K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
22+ 0.12% |
$514 - $583
|
18K
$632K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
22+ 0.19% |
$514 - $583
|
11.5K
$401K
|