Plancorp, LLC Managed Portfolio Ser Tortoise Transaction History

Plancorp, LLC

$2.44 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 12, 2019	SELL	$23.4 - $24.0 $555,094 - $569,328	-23,722 Closed	0 $0
Q4 2018 Feb 14, 2019	SELL	N/A	-1,636 Reduced 6.45%	23,722 $472,000
Q3 2018 Nov 13, 2018	BUY	N/A	25,358 New	25,358 $590,000

Others Institutions Holding TPYP

# of Institutions

116

Shares Held

16.5M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.21M
Shares

$109 Million
0.01% of portfolio
Arvest Trust CO N A Rogers, AR

2.03M
Shares

$68.9 Million
3.87% of portfolio
Arvest Bank Trust Division Dewey, OK

1.35M
Shares

$45.8 Million
2.44% of portfolio
Magnus Financial Group LLC New York, NY

824K
Shares

$27.9 Million
2.66% of portfolio
Traphagen Investment Advisors LLC Oradell, NJ

751K
Shares

$25.5 Million
2.72% of portfolio

About MANAGED PORTFOLIO SER TORTOISE

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