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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.74K+ 7.16% |
$231K - $251K
|
101K
$3.54M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
6.22KNew |
$213K - $232K
|
6.22K
$219K
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
5.56K+ 48.66% |
$191K - $207K
|
17K
$597K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-4.94K- 6.92% |
$170K - $184K
|
66.5K
$2.34M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
16+ 0.07% |
$549 - $596
|
21.4K
$754K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
571+ 4.99% |
$19.6K - $21.3K
|
12K
$422K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.43K- 17.29% |
$118K - $128K
|
16.4K
$576K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.57K- 14.04% |
$53.8K - $58.4K
|
9.59K
$337K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-6.48K- 5.37% |
$222K - $241K
|
114K
$4.01M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.62KNew |
$193K - $209K
|
5.62K
$198K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
218New |
$7.48K - $8.12K
|
218
$7.66K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-15.5K- 5.4% |
$530K - $576K
|
271K
$9.52M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-17.5K- 7.54% |
$600K - $652K
|
214K
$7.54M
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
72.5K+ 63.52% |
$2.49M - $2.7M
|
187K
$6.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
6.86K+ 23.15% |
$235K - $255K
|
36.5K
$1.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.15KNew |
$211K - $229K
|
6.15K
$216K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
307+ 2.42% |
$10.5K - $11.4K
|
13K
$457K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
86+ 0.04% |
$2.95K - $3.2K
|
244K
$8.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-1.91K- 1.78% |
$65.4K - $71K
|
105K
$3.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.75KNew |
$335K - $363K
|
9.75K
$343K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
400New |
$13.7K - $14.9K
|
400
$14.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-10.6K- 39.31% |
$365K - $397K
|
16.4K
$578K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
305New |
$10.5K - $11.4K
|
305
$10.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
721+ 1.15% |
$24.7K - $26.9K
|
63.5K
$2.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
115+ 1.56% |
$3.95K - $4.28K
|
7.51K
$264K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.83% |
$68.6 - $74.5
|
242
$8.51K
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
30KNew |
$1.03M - $1.12M
|
30K
$1.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.08KNew |
$174K - $189K
|
5.08K
$179K
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-377- 3.9% |
$12.9K - $14K
|
9.28K
$326K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
10.2K+ 17.28% |
$349K - $379K
|
69K
$2.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-8.33K- 7.58% |
$286K - $310K
|
102K
$3.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
108KNew |
$3.7M - $4.01M
|
108K
$3.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-1.54K- 0.57% |
$52.9K - $57.4K
|
267K
$9.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-5.38K- 7.76% |
$185K - $201K
|
64K
$2.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-4.26K- 23.32% |
$146K - $159K
|
14K
$492K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
155+ 2.01% |
$5.32K - $5.78K
|
7.85K
$276K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
5.57KNew |
$191K - $208K
|
5.57K
$196K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
8.71KNew |
$299K - $325K
|
8.71K
$306K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-44.8K- 6.08% |
$1.54M - $1.67M
|
692K
$24.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-750- 0.66% |
$25.7K - $27.9K
|
113K
$3.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
422+ 3.24% |
$14.5K - $15.7K
|
13.4K
$472K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-316- 0.05% |
$10.8K - $11.8K
|
657K
$23.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-218- 1.24% |
$7.48K - $8.12K
|
17.3K
$609K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
18+ 0.06% |
$618 - $671
|
32.2K
$1.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
8.29K+ 2.0% |
$284K - $309K
|
422K
$14.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Objectivity Squared, LLC
Charleston, SC |
SELL
|
- |
-3.45K- 14.69% |
$118K - $129K
|
20K
$704K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
910New |
$31.2K - $33.9K
|
910
$32K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
57+ 0.22% |
$1.96K - $2.12K
|
26.4K
$929K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
16.5K+ 1.99% |
$568K - $616K
|
849K
$29.9M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
3.3KNew |
$113K - $123K
|
3.3K
$116K
|