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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.71K- 1.59% |
$54.9K - $63.2K
|
106K
$3.72M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-291- 2.64% |
$9.34K - $10.8K
|
10.7K
$377K
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.44K- 8.82% |
$83.9K - $91.1K
|
25.3K
$888K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
3.46KNew |
$119K - $129K
|
3.46K
$122K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
294New |
$10.1K - $11K
|
294
$10.3K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.34K+ 2.0% |
$45.8K - $49.7K
|
68.2K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-780- 0.54% |
$26.8K - $29.1K
|
145K
$5.09M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
5K+ 6.88% |
$171K - $186K
|
77.6K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.4K+ 16369.0% |
$562K - $610K
|
16.5K
$579K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-7.74K- 2.56% |
$266K - $288K
|
294K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.89KNew |
$202K - $219K
|
5.89K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
515K+ 60.87% |
$17.7M - $19.2M
|
1.36M
$47.8M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
86.2K+ 2.97% |
$2.96M - $3.21M
|
2.99M
$105M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
135+ 2.0% |
$4.63K - $5.03K
|
6.88K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.67K- 3.08% |
$263K - $286K
|
242K
$8.5M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.25K- 11.12% |
$42.9K - $46.5K
|
9.98K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.86K- 2.69% |
$201K - $218K
|
212K
$7.46M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
144K+ 143.29% |
$4.93M - $5.35M
|
244K
$8.57M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-501- 6.06% |
$17.2K - $18.7K
|
7.77K
$273K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.77K- 2.82% |
$60.6K - $65.8K
|
60.9K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.6K- 70.97% |
$811K - $881K
|
9.67K
$340K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
314+ 3.32% |
$10.8K - $11.7K
|
9.76K
$343K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.36K+ 22.91% |
$46.7K - $50.7K
|
7.3K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.07KNew |
$208K - $226K
|
6.07K
$214K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1.03K- 8.52% |
$35.2K - $38.2K
|
11K
$387K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.6KNew |
$568K - $617K
|
16.6K
$582K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.66K+ 8.04% |
$126K - $136K
|
49.2K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-88.5K- 6.55% |
$3.04M - $3.3M
|
1.26M
$44.4M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.5K+ 5.49% |
$703K - $763K
|
394K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.26K+ 30.89% |
$43.2K - $46.9K
|
5.34K
$188K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
20.7KNew |
$711K - $772K
|
20.7K
$729K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.83K- 0.79% |
$62.8K - $68.2K
|
229K
$8.04M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
17.5K+ 4.65% |
$599K - $651K
|
393K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
739+ 4.18% |
$25.4K - $27.5K
|
18.4K
$648K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.63K+ 3.23% |
$55.9K - $60.7K
|
52K
$1.83M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.51K+ 161.98% |
$51.8K - $56.2K
|
2.44K
$85.8K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
652+ 1.59% |
$22.4K - $24.3K
|
41.7K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-25.3K- 34.24% |
$867K - $941K
|
48.5K
$1.71M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.42K+ 87.55% |
$48.7K - $52.9K
|
3.04K
$107K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.05K- 1.45% |
$139K - $151K
|
275K
$9.68M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.78KNew |
$198K - $215K
|
5.78K
$203K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-195- 21.67% |
$6.69K - $7.27K
|
705
$24.8K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
11.3KNew |
$389K - $422K
|
11.3K
$398K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
55.4KNew |
$1.9M - $2.06M
|
55.4K
$1.95M
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
141+ 2.0% |
$4.84K - $5.25K
|
7.18K
$253K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-30.3K- 4.46% |
$1.04M - $1.13M
|
649K
$22.8M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
65.1K+ 44.46% |
$2.24M - $2.43M
|
212K
$7.44M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.65K- 4.78% |
$56.8K - $61.6K
|
33K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-539- 14.73% |
$18.5K - $20.1K
|
3.12K
$110K
|
|