Latest Institutional Transactions on Managed Portfolio Ser Tortoise (TPYP)
This table provides information on the latest institutional transactions involving Managed Portfolio Ser Tortoise (TPYP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
135K+ 56.28% |
$4.29M - $4.98M
|
376K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24K+ 127.09% |
$761K - $883K
|
42.9K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
105New |
$3.33K - $3.87K
|
105
$3.72K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.85K+ 87.04% |
$122K - $142K
|
8.27K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
958+ 2.85% |
$30.4K - $35.3K
|
34.6K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
6.74KNew |
$214K - $248K
|
6.74K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
307K+ 57.08% |
$9.74M - $11.3M
|
846K
$30M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.3K- 30.0% |
$453K - $526K
|
33.3K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
908+ 13.38% |
$28.8K - $33.4K
|
7.7K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.43K+ 1.45% |
$45.4K - $52.8K
|
100K
$3.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
227K+ 1035.36% |
$7.21M - $8.37M
|
249K
$8.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-29.1K- 73.2% |
$921K - $1.07M
|
10.6K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.1K- 55.6% |
$446K - $518K
|
11.2K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-13.5K- 10.07% |
$428K - $497K
|
121K
$4.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.16K- 10.91% |
$36.7K - $42.6K
|
9.45K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-301K- 9.39% |
$9.55M - $11.1M
|
2.91M
$103M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
72.6KNew |
$2.3M - $2.67M
|
72.6K
$2.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-28- 0.02% |
$888 - $1.03K
|
145K
$5.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.15K+ 12.73% |
$163K - $189K
|
45.5K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.65K- 3.8% |
$306K - $355K
|
244K
$8.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-550- 4.37% |
$17.4K - $20.3K
|
12K
$426K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.99K+ 6.79% |
$126K - $147K
|
62.7K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.94KNew |
$188K - $219K
|
5.94K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.9K- 4.75% |
$345K - $401K
|
218K
$7.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
752+ 1.51% |
$23.8K - $27.7K
|
50.4K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.45K+ 14.53% |
$46K - $53.5K
|
11.4K
$406K
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-1.1K- 0.08% |
$34.9K - $40.5K
|
1.35M
$47.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
900New |
$28.5K - $33.1K
|
900
$31.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.2K- 17.35% |
$418K - $485K
|
62.8K
$2.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
85.8K+ 29.86% |
$2.72M - $3.16M
|
373K
$13.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-250- 2.6% |
$7.93K - $9.21K
|
9.38K
$332K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
273New |
$8.65K - $10.1K
|
273
$9.68K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.07K- 2.53% |
$33.9K - $39.3K
|
41.1K
$1.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.27K- 5.31% |
$167K - $194K
|
94.1K
$3.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-17.4K- 4.04% |
$553K - $642K
|
414K
$14.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
90New |
$2.85K - $3.31K
|
90
$3.19K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.22K- 1.49% |
$134K - $155K
|
279K
$9.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-839- 0.76% |
$26.6K - $30.9K
|
110K
$3.9M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.11K- 9.9% |
$257K - $298K
|
73.7K
$2.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
410+ 33.83% |
$13K - $15.1K
|
1.62K
$57.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-6.51K- 5.51% |
$206K - $240K
|
112K
$3.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
234+ 1.01% |
$7.42K - $8.62K
|
23.5K
$833K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-169- 44.83% |
$5.36K - $6.22K
|
208
$7.38K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
295+ 7.8% |
$9.35K - $10.9K
|
4.08K
$145K
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
11.4KNew |
$362K - $420K
|
11.4K
$405K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
231KNew |
$7.31M - $8.49M
|
231K
$8.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
240New |
$7.61K - $8.84K
|
240
$8.51K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
574New |
$18.2K - $21.1K
|
574
$20.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
4.6KNew |
$146K - $169K
|
4.6K
$163K
|