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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-742- 2.62% |
$23.5K - $27.3K
|
27.6K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
655+ 0.58% |
$20.8K - $24.1K
|
114K
$4.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
9.08K+ 1.1% |
$288K - $334K
|
833K
$31M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-3.48K- 4.78% |
$110K - $128K
|
69.4K
$2.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-14.3K- 1.9% |
$453K - $526K
|
737K
$27.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
551+ 3.89% |
$17.5K - $20.3K
|
14.7K
$548K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.58K- 18.77% |
$81.8K - $95K
|
11.2K
$416K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
14.5K+ 2.25% |
$459K - $533K
|
657K
$24.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.57K+ 23.18% |
$177K - $205K
|
29.6K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-11.3K- 4.38% |
$357K - $415K
|
246K
$9.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
131+ 1.22% |
$4.15K - $4.82K
|
10.9K
$406K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
7.6K+ 14.83% |
$241K - $280K
|
58.8K
$2.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$1.59K - $1.84K
|
50
$1.86K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.42K- 3.4% |
$108K - $126K
|
97.1K
$3.62M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.43K+ 13.59% |
$45.2K - $52.5K
|
11.9K
$444K
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
6.3KNew |
$200K - $232K
|
6.3K
$235K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-443K- 24.7% |
$12.7M - $14.2M
|
1.35M
$50.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
63.7KNew |
$1.83M - $2.04M
|
63.7K
$2.38M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
41.7KNew |
$1.2M - $1.33M
|
41.7K
$1.55M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-744- 45.73% |
$21.3K - $23.8K
|
883
$32.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
115K+ 3.73% |
$3.31M - $3.69M
|
3.21M
$120M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.18K+ 0.97% |
$149K - $166K
|
539K
$20.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-405- 0.81% |
$11.6K - $13K
|
49.6K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
292+ 0.36% |
$8.37K - $9.34K
|
81.9K
$3.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
856+ 29.26% |
$24.6K - $27.4K
|
3.78K
$141K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.23K+ 2.14% |
$35.3K - $39.4K
|
58.7K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.61K+ 1.53% |
$104K - $116K
|
240K
$8.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-124K- 78.61% |
$3.55M - $3.96M
|
33.7K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-587- 5.24% |
$16.8K - $18.8K
|
10.6K
$395K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.03KNew |
$29.4K - $32.8K
|
1.03K
$38.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.9KNew |
$541K - $604K
|
18.9K
$703K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
39.7KNew |
$1.14M - $1.27M
|
39.7K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
143K+ 5948.13% |
$4.1M - $4.58M
|
146K
$5.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.7K+ 10.07% |
$106K - $118K
|
40.4K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.7K+ 99.39% |
$680K - $759K
|
47.6K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.11K+ 3.25% |
$89.1K - $99.5K
|
98.7K
$3.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.01K- 0.44% |
$28.9K - $32.2K
|
229K
$8.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.41K+ 4.96% |
$40.5K - $45.2K
|
29.9K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
717+ 1.08% |
$20.6K - $22.9K
|
66.9K
$2.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32K+ 12.52% |
$917K - $1.02M
|
287K
$10.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
9.75K+ 4.45% |
$280K - $312K
|
229K
$8.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-56- 12.93% |
$1.61K - $1.79K
|
377
$14K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4+ 0.02% |
$115 - $128
|
25.3K
$942K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.11K- 41.59% |
$204K - $228K
|
9.99K
$372K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-151- 66.81% |
$4.33K - $4.83K
|
75
$2.79K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-36.7K- 62.5% |
$1.05M - $1.17M
|
22K
$819K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.9K- 46.86% |
$112K - $125K
|
4.42K
$165K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-314- 0.28% |
$9.01K - $10K
|
111K
$4.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-101- 0.04% |
$2.9K - $3.23K
|
254K
$9.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
86+ 0.9% |
$2.47K - $2.75K
|
9.63K
$359K
|
|