Financial Partners Group, Inc Managed Portfolio Ser Tortoise Transaction History

Financial Partners Group, Inc

  • $621 Million
  • Q1 2024

A detailed history of Financial Partners Group, Inc transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Financial Partners Group, Inc holds 88,433 shares of TPYP stock, worth $2.55 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
88,433
Previous 87,600 0.95%
Holding current value
$2.55 Million
Previous $2.27 Million 8.8%
% of portfolio
0.4%
Previous 0.41%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
$25.32 - $27.96 $21,091 - $23,290
833 Added 0.95%
88,433 $2.47 Million
Q4 2023

Feb 09, 2024
SELL
$23.59 - $26.45 $118,586 - $132,964
-5,027 Reduced 5.43%
87,600 $2.27 Million
Q3 2023

Nov 13, 2023
BUY
$24.35 - $25.66 $139,087 - $146,569
5,712 Added 6.57%
92,627 $2.26 Million
Q2 2023

Aug 08, 2023
BUY
$23.58 - $24.97 $361,552 - $382,865
15,333 Added 21.42%
86,915 $2.14 Million
Q1 2023

May 12, 2023
BUY
$22.96 - $25.79 $90,118 - $101,225
3,925 Added 5.8%
71,582 $1.74 Million
Q4 2022

Feb 14, 2023
BUY
$24.33 - $26.48 $37,054 - $40,329
1,523 Added 2.3%
67,657 $1.67 Million
Q3 2022

Nov 14, 2022
BUY
N/A
9,879 Added 17.56%
66,134 $1.53 Million
Q2 2022

Aug 12, 2022
BUY
N/A
27,904 Added 98.42%
56,255 $1.36 Million
Q1 2022

Apr 29, 2022
BUY
N/A
1,020 Added 3.73%
28,351 $751,000
Q4 2021

Feb 10, 2022
BUY
N/A
8,063 Added 41.85%
27,331 $647,000
Q3 2021

Nov 05, 2021
BUY
N/A
3,962 Added 25.89%
19,268 $420,000
Q2 2021

Aug 13, 2021
BUY
N/A
15,306 New
15,306 $345,000
Q4 2020

Feb 16, 2021
SELL
N/A
-19,962 Closed
0 $0
Q3 2020

Nov 13, 2020
SELL
N/A
-18,254 Reduced 47.77%
19,962 $299,000
Q2 2020

Aug 06, 2020
BUY
N/A
38,216 New
38,216 $632,000

Others Institutions Holding TPYP

# of Institutions
102
Shares Held
13.1M
Call Options Held
0
Put Options Held
0
View Full List

About MANAGED PORTFOLIO SER TORTOISE

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