Captrust Financial Advisors Managed Portfolio Ser Tortoise Transaction History

Captrust Financial Advisors

$38.8 Billion
Q1 2025

A detailed history of Captrust Financial Advisors transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Captrust Financial Advisors holds 49,209 shares of TPYP stock, worth $1.72 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

49,209

Previous 45,548 8.04%

Holding current value

$1.72 Million

Previous $1.55 Million 15.27%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$34.32 - $37.26 $125,645 - $136,408	3,661 Added 8.04%	49,209 $1.79 Million
Q4 2024 Feb 14, 2025	BUY	$31.7 - $36.82 $163,096 - $189,438	5,145 Added 12.73%	45,548 $1.55 Million
Q3 2024 Nov 14, 2024	BUY	$28.68 - $32.0 $105,972 - $118,240	3,695 Added 10.07%	40,403 $1.27 Million
Q2 2024 Aug 14, 2024	BUY	$26.63 - $29.03 $9,373 - $10,218	352 Added 0.97%	36,708 $1.06 Million
Q1 2024 May 15, 2024	SELL	$25.32 - $27.96 $87,835 - $96,993	-3,469 Reduced 8.71%	36,356 $1.02 Million
Q4 2023 Feb 14, 2024	SELL	$23.59 - $26.45 $32,955 - $36,950	-1,397 Reduced 3.39%	39,825 $1.03 Million
Q3 2023 Nov 14, 2023	BUY	$24.35 - $25.66 $799,410 - $842,417	32,830 Added 391.21%	41,222 $1.01 Million
Q2 2023 Aug 14, 2023	BUY	$23.58 - $24.97 $197,883 - $209,548	8,392 New	8,392 $206,000

Others Institutions Holding TPYP

# of Institutions

103

Shares Held

13.5M

Call Options Held

Put Options Held

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About MANAGED PORTFOLIO SER TORTOISE

Ticker TPYP
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Captrust Financial Advisors Managed Portfolio Ser Tortoise Transaction History