Atwood & Palmer Inc Managed Portfolio Ser Tortoise Transaction History

Atwood & Palmer Inc

  • $1.41 Billion
  • Q2 2025

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$34.32 - $37.26 $10,845 - $11,774
-316 Reduced 0.05%
656,996 $23.9 Million
Q4 2024

Jan 16, 2025
BUY
$31.7 - $36.82 $458,603 - $532,674
14,467 Added 2.25%
657,312 $22.4 Million
Q3 2024

Oct 07, 2024
BUY
$28.68 - $32.0 $229,124 - $255,648
7,989 Added 1.26%
642,845 $20.2 Million
Q2 2024

Jul 10, 2024
BUY
$26.63 - $29.03 $159,780 - $174,180
6,000 Added 0.95%
634,856 $18.3 Million
Q1 2024

Apr 10, 2024
BUY
$25.32 - $27.96 $543,949 - $600,664
21,483 Added 3.54%
628,856 $17.6 Million
Q4 2023

Jan 12, 2024
BUY
$23.59 - $26.45 $31,846 - $35,707
1,350 Added 0.22%
607,373 $15.8 Million
Q3 2023

Oct 20, 2023
BUY
$24.35 - $25.66 $40,542 - $42,723
1,665 Added 0.28%
606,023 $14.8 Million
Q2 2023

Jul 18, 2023
BUY
$23.58 - $24.97 $150,794 - $159,683
6,395 Added 1.07%
604,358 $14.9 Million
Q1 2023

Apr 21, 2023
BUY
$22.96 - $25.79 $92,138 - $103,495
4,013 Added 0.68%
597,963 $14.5 Million
Q4 2022

Jan 31, 2023
BUY
$23.36 - $26.48 $333,393 - $377,922
14,272 Added 2.46%
593,950 $14.7 Million
Q3 2022

Oct 12, 2022
SELL
$22.85 - $27.34 $13,367 - $15,993
-585 Reduced 0.1%
579,678 $13.4 Million
Q2 2022

Jul 21, 2022
SELL
$23.4 - $28.48 $209,710 - $255,237
-8,962 Reduced 1.52%
580,263 $14.1 Million
Q1 2022

Apr 29, 2022
BUY
$22.5 - $26.72 $327,712 - $389,176
14,565 Added 2.53%
589,225 $15.6 Million
Q4 2021

Jan 24, 2022
BUY
$21.34 - $23.93 $687,212 - $770,617
32,203 Added 5.94%
574,660 $12.8 Million
Q3 2021

Oct 19, 2021
BUY
$20.88 - $22.86 $200,197 - $219,181
9,588 Added 1.8%
542,457 $11.8 Million
Q2 2021

Jul 26, 2021
BUY
$20.36 - $23.9 $240,614 - $282,450
11,818 Added 2.27%
532,869 $12 Million
Q1 2021

Apr 26, 2021
BUY
$17.21 - $20.92 $91,780 - $111,566
5,333 Added 1.03%
521,051 $10.6 Million
Q4 2020

Feb 04, 2021
BUY
$14.86 - $18.85 $472,548 - $599,430
31,800 Added 6.57%
515,718 $8.93 Million
Q3 2020

Oct 28, 2020
BUY
$14.89 - $17.92 $33,636 - $40,481
2,259 Added 0.47%
483,918 $7.25 Million
Q2 2020

Jul 24, 2020
SELL
$12.68 - $19.51 $116,237 - $178,848
-9,167 Reduced 1.87%
481,659 $7.96 Million
Q1 2020

Apr 20, 2020
BUY
$11.57 - $23.89 $5.68 Million - $11.7 Million
490,826 New
490,826 $6.67 Million

Others Institutions Holding TPYP

# of Institutions
127
Shares Held
16.2M
Call Options Held
0
Put Options Held
0
View Full List

About MANAGED PORTFOLIO SER TORTOISE

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