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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-230- 1.29% |
$7.29K - $8.47K
|
17.5K
$606K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-250- 2.6% |
$7.93K - $9.21K
|
9.38K
$324K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-447- 2.04% |
$14.2K - $16.5K
|
21.4K
$740K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-497- 2.45% |
$15.8K - $18.3K
|
19.8K
$685K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-506- 0.22% |
$16K - $18.6K
|
232K
$8.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-550- 4.37% |
$17.4K - $20.3K
|
12K
$415K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-627- 6.1% |
$19.9K - $23.1K
|
9.66K
$334K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-670- 15.47% |
$21.2K - $24.7K
|
3.66K
$126K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-742- 2.62% |
$23.5K - $27.3K
|
27.6K
$953K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-839- 0.76% |
$26.6K - $30.9K
|
110K
$3.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.07K- 2.53% |
$33.9K - $39.3K
|
41.1K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-1.1K- 0.08% |
$34.9K - $40.5K
|
1.35M
$46.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.16K- 10.91% |
$36.7K - $42.6K
|
9.45K
$326K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.27K- 9.06% |
$40.1K - $46.6K
|
12.7K
$438K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-2.19K- 2.01% |
$69.4K - $80.6K
|
107K
$3.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.58K- 18.77% |
$81.8K - $95K
|
11.2K
$385K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.81K- 9.4% |
$89K - $103K
|
27.1K
$935K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-3.4K- 1.17% |
$108K - $125K
|
286K
$9.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.42K- 3.4% |
$108K - $126K
|
97.1K
$3.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-3.48K- 4.78% |
$110K - $128K
|
69.4K
$2.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-3.48K- 16.0% |
$110K - $128K
|
18.3K
$631K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.22K- 1.49% |
$134K - $155K
|
279K
$9.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.52K- 11.59% |
$143K - $166K
|
34.5K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-4.57K- 1.49% |
$145K - $168K
|
302K
$10.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.27K- 5.31% |
$167K - $194K
|
94.1K
$3.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-6.51K- 5.51% |
$206K - $240K
|
112K
$3.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-7.26K- 11.39% |
$230K - $267K
|
56.5K
$1.95M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.11K- 9.9% |
$257K - $298K
|
73.7K
$2.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.65K- 3.8% |
$306K - $355K
|
244K
$8.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.9K- 4.75% |
$345K - $401K
|
218K
$7.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-11.3K- 4.38% |
$357K - $415K
|
246K
$8.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.2K- 17.35% |
$418K - $485K
|
62.8K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-13.5K- 10.07% |
$428K - $497K
|
121K
$4.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.1K- 55.6% |
$446K - $518K
|
11.2K
$388K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-14.3K- 1.9% |
$453K - $526K
|
737K
$25.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.3K- 30.0% |
$453K - $526K
|
33.3K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-16K- 18.3% |
$507K - $589K
|
71.5K
$2.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-17.4K- 4.04% |
$553K - $642K
|
414K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-29.1K- 73.2% |
$921K - $1.07M
|
10.6K
$368K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-29.9K- 4.21% |
$947K - $1.1M
|
680K
$23.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-123K- 31.37% |
$3.9M - $4.53M
|
269K
$9.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-301K- 9.39% |
$9.55M - $11.1M
|
2.91M
$100M
|
|
|
Feb 20, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-3.73M- 97.03% |
$118M - $137M
|
114K
$3.94M
|