Howard Financial Services, Ltd. Managed Portfolio Ser Tortoise Transaction History

Howard Financial Services, Ltd.

  • $579 Million
  • Q1 2024

A detailed history of Howard Financial Services, Ltd. transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Howard Financial Services, Ltd. holds 11,727 shares of TPYP stock, worth $338,089. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,727
Previous 10,115 15.94%
Holding current value
$338,089
Previous $262,000 24.81%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Apr 16, 2024
BUY
$25.32 - $27.96 $40,815 - $45,071
1,612 Added 15.94%
11,727 $327,000
Q4 2023

Jan 09, 2024
SELL
$23.59 - $26.45 $131,325 - $147,247
-5,567 Reduced 35.5%
10,115 $262,000
Q3 2023

Oct 10, 2023
SELL
$24.35 - $25.66 $3,896 - $4,105
-160 Reduced 1.01%
15,682 $383,000
Q2 2023

Jul 12, 2023
SELL
$23.58 - $24.97 $73,121 - $77,431
-3,101 Reduced 16.37%
15,842 $390,000
Q1 2023

Apr 05, 2023
BUY
$22.96 - $25.79 $1,997 - $2,243
87 Added 0.46%
18,943 $460,000
Q4 2022

Jan 13, 2023
SELL
$24.33 - $26.48 $53,550 - $58,282
-2,201 Reduced 10.45%
18,856 $0
Q3 2022

Oct 12, 2022
BUY
N/A
41 Added 0.2%
21,057 $486,000
Q2 2022

Jul 18, 2022
SELL
N/A
-2,408 Reduced 10.28%
21,016 $510,000
Q1 2022

Apr 20, 2022
SELL
N/A
-3,199 Reduced 12.02%
23,424 $621,000
Q4 2021

Jan 27, 2022
SELL
N/A
-22,561 Reduced 45.87%
26,623 $592,000
Q3 2021

Nov 01, 2021
SELL
N/A
-29,308 Reduced 37.34%
49,184 $1.07 Million
Q2 2021

Aug 06, 2021
SELL
N/A
-34,465 Reduced 30.51%
78,492 $1.77 Million
Q1 2021

May 03, 2021
SELL
N/A
-46,806 Reduced 29.3%
112,957 $2.29 Million
Q4 2020

Feb 02, 2021
SELL
N/A
-108,819 Reduced 40.52%
159,763 $2.77 Million
Q3 2020

Nov 12, 2020
SELL
N/A
-130,294 Reduced 32.67%
268,582 $4.02 Million
Q2 2020

Jul 29, 2020
SELL
N/A
-147,834 Reduced 27.04%
398,876 $6.59 Million
Q1 2020

May 05, 2020
BUY
N/A
72,540 Added 15.3%
546,710 $7.42 Million
Q4 2019

Jan 27, 2020
BUY
N/A
12,630 Added 2.74%
474,170 $11.1 Million
Q3 2019

Oct 29, 2019
BUY
N/A
8,103 Added 1.79%
461,540 $10.8 Million
Q2 2019

Aug 05, 2019
SELL
N/A
-4,466 Reduced 0.98%
453,437 $10.8 Million
Q1 2019

May 14, 2019
BUY
N/A
32,059 Added 7.53%
457,903 $10.9 Million
Q4 2018

Feb 15, 2019
BUY
N/A
425,844 New
425,844 $8.48 Million

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

TPYP Quotes by TradingView
  • Ticker TPYP
  • Sector ETFs
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More about TPYP
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