Hm Payson & CO Managed Portfolio Ser Tortoise Transaction History

Hm Payson & CO

$5.79 Billion
Q4 2024

A detailed history of Hm Payson & CO transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Hm Payson & CO holds 509 shares of TPYP stock, worth $18,145. This represents 0.0% of its overall portfolio holdings.

Number of Shares

509

Previous 509 -0.0%

Holding current value

$18,145

Previous $15,000 13.33%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 28, 2024	BUY	$28.68 - $32.0 $14,598 - $16,288	509 New	509 $15,000

Others Institutions Holding TPYP

# of Institutions

125

Shares Held

20.9M

Call Options Held

Put Options Held

Castlekeep Investment Advisors LLC Westport, CT

3.85M
Shares

$137 Million
0.72% of portfolio
Morgan Stanley New York, NY

2.91M
Shares

$104 Million
0.01% of portfolio
Arvest Trust CO N A Rogers, AR

2.03M
Shares

$72.5 Million
3.87% of portfolio
Arvest Bank Trust Division Dewey, OK

1.35M
Shares

$48.2 Million
2.78% of portfolio
Bank Of America Corp Charlotte, NC

846K
Shares

$30.2 Million
0.0% of portfolio

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About MANAGED PORTFOLIO SER TORTOISE

Ticker TPYP
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