Klingman & Associates, LLC Managed Portfolio Ser Tortoise Transaction History
Klingman & Associates, LLC
- $1.62 Billion
- Q4 2024
Shares
9 transactions
Others Institutions Holding TPYP
# of Institutions
125Shares Held
20.9MCall Options Held
0Put Options Held
0-
Castlekeep Investment Advisors LLC Westport, CT3.85MShares$135 Million0.72% of portfolio
-
Morgan Stanley New York, NY2.91MShares$102 Million0.01% of portfolio
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Arvest Trust CO N A Rogers, AR2.03MShares$71.5 Million3.87% of portfolio
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Arvest Bank Trust Division Dewey, OK1.35MShares$47.5 Million2.78% of portfolio
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Bank Of America Corp Charlotte, NC846KShares$29.7 Million0.0% of portfolio