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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13New |
$304 - $344
|
13
$455
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
8+ 0.02% |
$187 - $212
|
36.4K
$1.27M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-12- 0.28% |
$280 - $318
|
4.33K
$152K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-51- 0.14% |
$1.19K - $1.35K
|
37.4K
$1.31M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-84- 0.82% |
$1.96K - $2.22K
|
10.2K
$358K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-118- 0.31% |
$2.76K - $3.12K
|
38.1K
$1.33M
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-301- 0.02% |
$7.03K - $7.97K
|
2M
$70.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-596- 0.27% |
$13.9K - $15.8K
|
222K
$7.79M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-907- 1.93% |
$21.2K - $24K
|
46.1K
$1.61M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-1.5K- 1.22% |
$35.1K - $39.7K
|
121K
$4.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.04K- 1.1% |
$47.6K - $53.9K
|
183K
$6.39M
|
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-2.1K- 0.84% |
$49K - $55.6K
|
248K
$8.69M
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-2.2K- 10.45% |
$51.4K - $58.3K
|
18.9K
$660K
|
|
|
Jan 18, 2023
Q4 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-2.21K- 2.37% |
$51.6K - $58.5K
|
91.2K
$3.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.43K- 3.55% |
$56.7K - $64.3K
|
66.1K
$2.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.51K- 46.15% |
$58.7K - $66.5K
|
2.93K
$103K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3K- 18.14% |
$70K - $79.3K
|
13.5K
$473K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.69K- 3.72% |
$86.2K - $97.7K
|
95.5K
$3.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-4.03K- 3.07% |
$94.1K - $107K
|
127K
$4.45M
|
|
|
Jan 10, 2023
Q4 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-5.09K- 4.04% |
$119K - $135K
|
121K
$4.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-5.7K- 4.83% |
$133K - $151K
|
112K
$3.93M
|
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-6.15K- 22.27% |
$144K - $163K
|
21.5K
$752K
|
|
|
Jan 18, 2023
Q4 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-7.14K- 16.96% |
$167K - $189K
|
35K
$1.22M
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-7.48K- 3.12% |
$175K - $198K
|
232K
$8.13M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.16K- 3.05% |
$191K - $216K
|
259K
$9.08M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-10.2K- 6.33% |
$239K - $271K
|
152K
$5.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.4K- 8.39% |
$289K - $328K
|
135K
$4.74M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-14.4K- 5.38% |
$337K - $382K
|
253K
$8.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-15.5K- 30.56% |
$363K - $411K
|
35.3K
$1.23M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-19.4K- 28.81% |
$454K - $515K
|
48K
$1.68M
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
SELL
|
- |
-32.3K- 10.31% |
$753K - $854K
|
280K
$9.82M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-44.9K- 9.22% |
$1.05M - $1.19M
|
442K
$15.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-60K- 45.2% |
$1.4M - $1.59M
|
72.8K
$2.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-85.4K- 77.11% |
$2M - $2.26M
|
25.4K
$888K
|