Parallel Advisors, LLC Managed Portfolio Ser Tortoise Transaction History

Parallel Advisors, LLC

$4.34 Billion
Q4 2024

A detailed history of Parallel Advisors, LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Parallel Advisors, LLC holds 90 shares of TPYP stock, worth $3,235. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$3,235

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$31.7 - $36.82 $2,853 - $3,313	90 New	90 $3,000
Q3 2022 Nov 10, 2022	BUY	$22.85 - $27.34 $2,125 - $2,542	93 New	93 $2,000

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

$138 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

$73.1 Million
3.87% of portfolio
Arvest Bank Trust Division Dewey, OK

1.35M
Shares

$48.6 Million
2.78% of portfolio
Bank Of America Corp Charlotte, NC

846K
Shares

$30.4 Million
0.0% of portfolio

View Full List

About MANAGED PORTFOLIO SER TORTOISE

Ticker TPYP
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