Hm Payson & CO Managed Portfolio Ser Tortoise Transaction History

Hm Payson & CO

$5.6 Billion
Q1 2025

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 $17,921. This represents 0.0% of its overall portfolio holdings.

Number of Shares

509

Previous 509 -0.0%

Holding current value

$17,921

Previous $17,000 5.88%

% 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

Shares Held

11.7M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.99M
Shares

$105 Million
0.01% of portfolio
Arvest Trust CO N A Rogers, AR

2.03M
Shares

$71.6 Million
3.87% of portfolio
Bank Of America Corp Charlotte, NC

1.36M
Shares

$47.9 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

394K
Shares

$13.9 Million
0.0% of portfolio
Ubs Group Ag

393K
Shares

$13.8 Million
0.0% of portfolio

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About MANAGED PORTFOLIO SER TORTOISE

Ticker TPYP
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