Private Trust CO Na Managed Portfolio Ser Tortoise Transaction History

Private Trust CO Na

$944 Million
Q4 2024

A detailed history of Private Trust CO Na transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Private Trust CO Na holds 4,600 shares of TPYP stock, worth $162,610. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,600

Holding current value

$162,610

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 05, 2025	BUY	$31.7 - $36.82 $145,820 - $169,372	4,600 New	4,600 $156,000

Others Institutions Holding TPYP

# of Institutions

120

Shares Held

16.5M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

3.21M
Shares

$113 Million
0.01% of portfolio
Arvest Trust CO N A Rogers, AR

2.03M
Shares

$71.9 Million
3.87% of portfolio
Arvest Bank Trust Division Dewey, OK

1.35M
Shares

$47.8 Million
2.44% of portfolio
Magnus Financial Group LLC New York, NY

833K
Shares

$29.4 Million
2.82% of portfolio
Traphagen Investment Advisors LLC Oradell, NJ

737K
Shares

$26.1 Million
2.89% of portfolio

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About MANAGED PORTFOLIO SER TORTOISE

Ticker TPYP
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