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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-10.2K- 31.51% |
$271K - $295K
|
22.1K
$690K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.36K+ 34.16% |
$116K - $126K
|
17.1K
$535K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.21K- 4.07% |
$32.2K - $35.1K
|
28.5K
$890K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
10.9K+ 3813.64% |
$290K - $317K
|
11.2K
$350K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9+ 0.04% |
$240 - $261
|
22K
$686K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
709New |
$18.9K - $20.6K
|
709
$22.2K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
100New |
$2.66K - $2.9K
|
100
$3.13K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-66.6K- 73.62% |
$1.77M - $1.93M
|
23.9K
$746K
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
745+ 1.14% |
$19.8K - $21.6K
|
66.2K
$2.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
68.4KNew |
$1.82M - $1.99M
|
68.4K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-16.4K- 48.17% |
$438K - $477K
|
17.7K
$553K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
42.7K+ 268.33% |
$1.14M - $1.24M
|
58.6K
$1.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.9K- 1.3% |
$50.6K - $55.1K
|
145K
$4.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
90.2K+ 20.36% |
$2.4M - $2.62M
|
533K
$16.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
437New |
$11.6K - $12.7K
|
437
$13.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-44.1K- 31.54% |
$1.17M - $1.28M
|
95.6K
$2.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-177- 1.82% |
$4.71K - $5.14K
|
9.54K
$298K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
352+ 0.97% |
$9.37K - $10.2K
|
36.7K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
247+ 132.8% |
$6.58K - $7.17K
|
433
$13.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.88K- 3.61% |
$50K - $54.5K
|
50.1K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-3.95K- 23.89% |
$105K - $115K
|
12.6K
$393K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.3K+ 7.61% |
$433K - $472K
|
230K
$7.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22.7K- 8.16% |
$604K - $658K
|
255K
$7.98M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.8K- 12.67% |
$315K - $344K
|
81.6K
$2.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.96KNew |
$185K - $202K
|
6.96K
$217K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.21K- 0.86% |
$58.9K - $64.2K
|
254K
$7.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-24.2K- 9.26% |
$644K - $702K
|
237K
$7.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.26K+ 10.08% |
$140K - $153K
|
57.5K
$1.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 0.11% |
$26.6 - $29
|
931
$29.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.14K- 4.31% |
$30.3K - $33K
|
25.3K
$790K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.37KNew |
$143K - $156K
|
5.37K
$168K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3Closed |
$79.9 - $87.1
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
11.2K+ 0.55% |
$297K - $324K
|
2.03M
$63.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.18K+ 12.62% |
$244K - $266K
|
81.9K
$2.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
23.3KNew |
$621K - $677K
|
23.3K
$729K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-109- 0.1% |
$2.9K - $3.16K
|
111K
$3.47M
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-30.8K- 4.4% |
$820K - $894K
|
669K
$20.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.09K- 1.08% |
$29K - $31.6K
|
99.9K
$3.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
3.51K+ 8.97% |
$93.3K - $102K
|
42.6K
$1.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-10.8K- 4.2% |
$289K - $315K
|
247K
$7.73M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11.1K+ 22.31% |
$295K - $322K
|
60.7K
$1.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3.24K+ 4.66% |
$86.1K - $93.9K
|
72.6K
$2.27M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.58K- 0.22% |
$42.1K - $45.9K
|
707K
$22.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
13.8KNew |
$367K - $400K
|
13.8K
$431K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
16.9K+ 2.15% |
$450K - $491K
|
805K
$25.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
63+ 1.76% |
$1.68K - $1.83K
|
3.64K
$114K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-5.11K- 3.15% |
$136K - $148K
|
157K
$4.92M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.97K+ 2.19% |
$159K - $173K
|
279K
$8.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
400+ 1.76% |
$10.7K - $11.6K
|
23.2K
$723K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.08K- 1.49% |
$55.5K - $60.5K
|
138K
$4.3M
|