United Asset Strategies, Inc. Managed Portfolio Ser Tortoise Transaction History

United Asset Strategies, Inc.

  • $1.07 Billion
  • Q3 2024

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 30, 2024
BUY
$23.59 - $26.45 $208,063 - $233,289
8,820 New
8,820 $228,000
Q2 2023

Jul 25, 2023
BUY
$23.58 - $24.97 $20,561 - $21,773
872 Added 3.18%
28,317 $698,000
Q1 2023

Apr 25, 2023
BUY
$22.96 - $25.79 $27,092 - $30,432
1,180 Added 4.49%
27,445 $667,000
Q4 2022

Jan 26, 2023
BUY
$23.36 - $26.48 $51,719 - $58,626
2,214 Added 9.21%
26,265 $0
Q3 2022

Oct 24, 2022
SELL
$22.85 - $27.34 $763,144 - $913,101
-33,398 Reduced 58.14%
24,051 $556,000
Q2 2022

Aug 15, 2022
SELL
$23.4 - $28.48 $323,575 - $393,821
-13,828 Reduced 19.4%
57,449 $1.39 Million
Q1 2022

Apr 29, 2022
SELL
$22.5 - $26.72 $662,782 - $787,091
-29,457 Reduced 29.24%
71,277 $1.89 Million
Q4 2021

Jan 31, 2022
BUY
$21.34 - $23.93 $41,677 - $46,735
1,953 Added 1.98%
100,734 $2.24 Million
Q3 2021

Oct 21, 2021
BUY
$20.88 - $22.86 $15,221 - $16,664
729 Added 0.74%
98,781 $2.15 Million
Q2 2021

Jul 19, 2021
BUY
$20.36 - $23.9 $23,251 - $27,293
1,142 Added 1.18%
98,052 $2.21 Million
Q1 2021

Apr 27, 2021
BUY
$17.21 - $20.92 $890,927 - $1.08 Million
51,768 Added 114.68%
96,910 $1.96 Million
Q4 2020

Feb 05, 2021
BUY
$14.86 - $18.85 $670,810 - $850,926
45,142 New
45,142 $782,000
Q1 2020

May 08, 2020
SELL
$11.57 - $23.89 $2.12 Million - $4.38 Million
-183,219 Closed
0 $0
Q4 2019

Feb 12, 2020
BUY
$21.89 - $23.75 $326,927 - $354,706
14,935 Added 8.87%
183,219 $4.31 Million
Q3 2019

Nov 01, 2019
BUY
$23.4 - $24.0 $140,844 - $144,456
6,019 Added 3.71%
168,284 $3.94 Million
Q2 2019

Jul 31, 2019
BUY
N/A
1,455 Added 0.9%
162,265 $3.88 Million
Q1 2019

May 02, 2019
BUY
N/A
5,862 Added 3.78%
160,810 $3.84 Million
Q4 2018

Feb 11, 2019
SELL
N/A
-21,800 Reduced 12.33%
154,948 $3.09 Million
Q3 2018

Nov 07, 2018
BUY
N/A
6,100 Added 3.57%
176,748 $4.11 Million
Q2 2018

Aug 07, 2018
BUY
N/A
4,399 Added 2.65%
170,648 $3.98 Million
Q1 2018

May 14, 2018
BUY
N/A
6,589 Added 4.13%
166,249 $3.46 Million
Q4 2017

Feb 09, 2018
BUY
N/A
159,660
159,660 $3.73 Million

Others Institutions Holding TPYP

# of Institutions
116
Shares Held
16.4M
Call Options Held
0
Put Options Held
0
View Full List

About MANAGED PORTFOLIO SER TORTOISE

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