Atwood & Palmer Inc Managed Portfolio Ser Tortoise Transaction History

Atwood & Palmer Inc

$1.43 Billion
Q4 2024

A detailed history of Atwood & Palmer Inc transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Atwood & Palmer Inc holds 657,312 shares of TPYP stock, worth $23.1 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares

657,312

Previous 642,845 2.25%

Holding current value

$23.1 Million

Previous $20.2 Million 11.08%

% of portfolio

1.56%

Previous 1.39%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

116

Shares Held

16.2M

Call Options Held

Put Options Held

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About MANAGED PORTFOLIO SER TORTOISE

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Atwood & Palmer Inc Managed Portfolio Ser Tortoise Transaction History