Black Swift Group, LLC Managed Portfolio Ser Tortoise Transaction History

Black Swift Group, LLC

$458 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$34.32 - $37.26 $190,647 - $206,979	5,555 Added 48.66%	16,970 $617,000
Q4 2024 Feb 06, 2025	BUY	$31.7 - $36.82 $361,855 - $420,300	11,415 New	11,415 $389,000

Others Institutions Holding TPYP

# of Institutions

77

Shares Held

11.7M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.99M
Shares

$105 Million
0.01% of portfolio
Arvest Trust CO N A Rogers, AR

2.03M
Shares

$71.6 Million
3.87% of portfolio
Bank Of America Corp Charlotte, NC

1.36M
Shares

$47.9 Million
0.0% of portfolio
Arvest Bank Trust Division Dewey, OK

1.26M
Shares

$44.4 Million
2.9% of portfolio
Wells Fargo & Company San Francisco, CA

394K
Shares

$13.9 Million
0.0% of portfolio

About MANAGED PORTFOLIO SER TORTOISE

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