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

D.A. Davidson & Co.

$15.1 Billion
Q3 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding TPYP

# of Institutions

16

Shares Held

3.04M

Call Options Held

0

Put Options Held

0

Arvest Trust CO N A Rogers, AR

2.03M
Shares

$71.1 Million
3.87% of portfolio
Edmonds Duncan Registered Investment Advisors, LLC

229K
Shares

$8.01 Million
1.61% of portfolio
Mariner, LLC Overland Park, KS

199K
Shares

$6.97 Million
0.01% of portfolio
Icon Wealth Partners, LLC

165K
Shares

$5.76 Million
0.46% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

153K
Shares

$5.35 Million
0.01% of portfolio

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