Purchases and Sales Made in Q4 2024 in Managed Portfolio Ser Tortoise (TPYP)
This table provides information about the institutional ownership of Managed Portfolio Ser Tortoise (TPYP) during Q4 2024. 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 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
3.74M+ 3463.72% |
$119M - $138M
|
3.85M
$133M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
307K+ 57.08% |
$9.74M - $11.3M
|
846K
$29.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
231KNew |
$7.31M - $8.49M
|
231K
$7.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
227K+ 1035.36% |
$7.21M - $8.37M
|
249K
$8.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
135K+ 56.28% |
$4.29M - $4.98M
|
376K
$13M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
85.8K+ 29.86% |
$2.72M - $3.16M
|
373K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
72.6KNew |
$2.3M - $2.67M
|
72.6K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24K+ 127.09% |
$761K - $883K
|
42.9K
$1.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
14.5K+ 2.25% |
$459K - $533K
|
657K
$22.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
11.4KNew |
$362K - $420K
|
11.4K
$394K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
9.08K+ 1.1% |
$288K - $334K
|
833K
$28.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
7.6K+ 14.83% |
$241K - $280K
|
58.8K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
6.74KNew |
$214K - $248K
|
6.74K
$233K
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
6.3KNew |
$200K - $232K
|
6.3K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.94KNew |
$188K - $219K
|
5.94K
$205K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.57K+ 23.18% |
$177K - $205K
|
29.6K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.15K+ 12.73% |
$163K - $189K
|
45.5K
$1.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
4.6KNew |
$146K - $169K
|
4.6K
$159K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.99K+ 6.79% |
$126K - $147K
|
62.7K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.85K+ 87.04% |
$122K - $142K
|
8.27K
$286K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
3.19KNew |
$101K - $117K
|
3.19K
$110K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.45K+ 14.53% |
$46K - $53.5K
|
11.4K
$395K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.43K+ 1.45% |
$45.4K - $52.8K
|
100K
$3.46M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.43K+ 13.59% |
$45.2K - $52.5K
|
11.9K
$412K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.04K+ 0.71% |
$32.8K - $38.1K
|
147K
$5.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
958+ 2.85% |
$30.4K - $35.3K
|
34.6K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
908+ 13.38% |
$28.8K - $33.4K
|
7.7K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
900New |
$28.5K - $33.1K
|
900
$31.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
752+ 1.51% |
$23.8K - $27.7K
|
50.4K
$1.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
655+ 0.58% |
$20.8K - $24.1K
|
114K
$3.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
602+ 1.91% |
$19.1K - $22.2K
|
32.2K
$1.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
574New |
$18.2K - $21.1K
|
574
$19.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
551+ 3.89% |
$17.5K - $20.3K
|
14.7K
$508K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
505+ 7.33% |
$16K - $18.6K
|
7.39K
$255K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
410+ 33.83% |
$13K - $15.1K
|
1.62K
$56K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
295+ 7.8% |
$9.35K - $10.9K
|
4.08K
$141K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
273New |
$8.65K - $10.1K
|
273
$9.43K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
240New |
$7.61K - $8.84K
|
240
$8.29K
|
|
|
Feb 07, 2025
Q4 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
234+ 1.01% |
$7.42K - $8.62K
|
23.5K
$811K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
165+ 2.76% |
$5.23K - $6.08K
|
6.14K
$212K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
131+ 1.22% |
$4.15K - $4.82K
|
10.9K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
105New |
$3.33K - $3.87K
|
105
$3.63K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
90New |
$2.85K - $3.31K
|
90
$3.11K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$1.59K - $1.84K
|
50
$1.73K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-28- 0.8% |
$888 - $1.03K
|
3.46K
$120K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-28- 0.02% |
$888 - $1.03K
|
145K
$5.03M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-44- 15.44% |
$1.39K - $1.62K
|
241
$8.32K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-100- 0.57% |
$3.17K - $3.68K
|
17.5K
$604K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-169- 44.83% |
$5.36K - $6.22K
|
208
$7.18K
|