Private Advisor Group, LLC Managed Portfolio Ser Tortoise Transaction History

Private Advisor Group, LLC

$15.6 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 02, 2020	SELL	$14.89 - $17.92 $2,754 - $3,315	-185 Closed	0 $0
Q2 2020 Aug 17, 2020	BUY	$12.68 - $19.51 $2,345 - $3,609	185 New	185 $3,000

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

$116 Million
0.01% of portfolio
Arvest Trust CO N A Rogers, AR

2.03M
Shares

$73.6 Million
3.87% of portfolio
Arvest Bank Trust Division Dewey, OK

1.35M
Shares

$48.9 Million
2.44% of portfolio
Magnus Financial Group LLC New York, NY

824K
Shares

$29.8 Million
2.66% of portfolio
Traphagen Investment Advisors LLC Oradell, NJ

751K
Shares

$27.2 Million
2.72% of portfolio

About MANAGED PORTFOLIO SER TORTOISE

Ticker TPYP
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