D.A. Davidson & Co. Managed Portfolio Ser Tortoise Transaction History

D.A. Davidson & Co.

$12 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 31, 2022	SELL	$21.34 - $23.93 $197,395 - $221,352	-9,250 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$20.36 - $23.9 $188,330 - $221,075	9,250 New	9,250 $208,000

Others Institutions Holding TPYP

# of Institutions

113

Shares Held

15M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.21M
Shares

$112 Million
0.01% of portfolio
Arvest Trust CO N A Rogers, AR

2.03M
Shares

$71.2 Million
3.87% of portfolio
Magnus Financial Group LLC New York, NY

824K
Shares

$28.8 Million
2.66% of portfolio
Traphagen Investment Advisors LLC Oradell, NJ

751K
Shares

$26.3 Million
2.72% of portfolio
Foster & Motley Inc Cincinnati, OH

709K
Shares

$24.8 Million
1.41% of portfolio

About MANAGED PORTFOLIO SER TORTOISE

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