A detailed history of Edmonds Duncan Registered Investment Advisors, LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Edmonds Duncan Registered Investment Advisors, LLC holds 229,188 shares of TPYP stock, worth $7.76 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares
229,188
Previous 219,434 4.45%
Holding current value
$7.76 Million
Previous $6.33 Million 13.67%
% of portfolio
1.61%
Previous 1.54%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$28.68 - $32.0 $279,744 - $312,128
9,754 Added 4.45%
229,188 $7.19 Million
Q2 2024

Jul 16, 2024

SELL
$26.63 - $29.03 $583,969 - $636,598
-21,929 Reduced 9.09%
219,434 $6.33 Million
Q1 2024

Apr 18, 2024

BUY
$25.32 - $27.96 $129,283 - $142,763
5,106 Added 2.16%
241,363 $6.75 Million
Q4 2023

Jan 11, 2024

BUY
$23.59 - $26.45 $4,057 - $4,549
172 Added 0.07%
236,257 $6.13 Million
Q3 2023

Oct 16, 2023

BUY
$24.35 - $25.66 $27,783 - $29,278
1,141 Added 0.49%
236,085 $5.77 Million
Q2 2023

Jul 06, 2023

BUY
$23.58 - $24.97 $130,468 - $138,159
5,533 Added 2.41%
234,944 $5.79 Million
Q1 2023

Apr 12, 2023

SELL
$22.96 - $25.79 $67,043 - $75,306
-2,920 Reduced 1.26%
229,411 $5.58 Million
Q4 2022

Jan 20, 2023

SELL
$23.36 - $26.48 $174,709 - $198,043
-7,479 Reduced 3.12%
232,331 $0
Q3 2022

Oct 14, 2022

BUY
$22.85 - $27.34 $225,735 - $270,091
9,879 Added 4.3%
239,810 $5.54 Million
Q2 2022

Jul 20, 2022

SELL
$23.4 - $28.48 $67,602 - $82,278
-2,889 Reduced 1.24%
229,931 $5.58 Million
Q1 2022

Apr 12, 2022

BUY
$22.5 - $26.72 $75,375 - $89,512
3,350 Added 1.46%
232,820 $6.17 Million
Q4 2021

Jan 27, 2022

BUY
$21.34 - $23.93 $378,656 - $424,613
17,744 Added 8.38%
229,470 $5.39 Million
Q3 2021

Oct 19, 2021

BUY
$20.88 - $22.86 $213,727 - $233,994
10,236 Added 5.08%
211,726 $4.62 Million
Q2 2021

Jul 27, 2021

BUY
$20.36 - $23.9 $206,613 - $242,537
10,148 Added 5.3%
201,490 $4.54 Million
Q1 2021

May 06, 2021

BUY
$17.21 - $20.92 $64,176 - $78,010
3,729 Added 1.99%
191,342 $3.88 Million
Q4 2020

Feb 19, 2021

SELL
$14.86 - $18.85 $3.14 Million - $3.99 Million
-211,540 Reduced 53.0%
187,613 $3.57 Million
Q3 2020

Nov 04, 2020

SELL
$14.89 - $17.92 $665,151 - $800,504
-44,671 Reduced 10.07%
399,153 $5.98 Million
Q2 2020

Jul 31, 2020

SELL
$12.68 - $19.51 $73,366 - $112,884
-5,786 Reduced 1.29%
443,824 $7.33 Million
Q1 2020

Apr 07, 2020

BUY
$11.57 - $23.89 $1.57 Million - $3.25 Million
135,965 Added 43.35%
449,610 $6.11 Million
Q4 2019

Jan 30, 2020

BUY
$21.89 - $23.75 $198,476 - $215,341
9,067 Added 2.98%
313,645 $7.37 Million
Q3 2019

Nov 08, 2019

SELL
$23.4 - $24.0 $62,875 - $64,488
-2,687 Reduced 0.87%
304,578 $7.13 Million
Q2 2019

Aug 06, 2019

SELL
N/A
-10,799 Reduced 3.4%
307,265 $7.37 Million
Q1 2019

May 15, 2019

BUY
N/A
7,681 Added 2.47%
318,064 $7.6 Million
Q4 2018

Feb 14, 2019

SELL
N/A
-49,970 Reduced 13.87%
310,383 $6.18 Million
Q3 2018

Nov 14, 2018

BUY
N/A
6,165 Added 1.74%
360,353 $8.39 Million
Q2 2018

Aug 09, 2018

BUY
N/A
12,688 Added 3.72%
354,188 $8.25 Million
Q1 2018

May 23, 2018

BUY
N/A
14,548 Added 4.45%
341,500 $7.11 Million
Q4 2017

Feb 15, 2018

BUY
N/A
18,571 Added 6.02%
326,952 $7.64 Million
Q3 2017

Nov 13, 2017

BUY
N/A
308,381
308,381 $7.14 Million

Others Institutions Holding TPYP

About MANAGED PORTFOLIO SER TORTOISE


  • Ticker TPYP
  • Sector ETFs
  • Industry ETFs
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