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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-564- 0.56% |
$16.2K - $18K
|
99.3K
$3.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
84.7K+ 139.51% |
$2.43M - $2.71M
|
145K
$5.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
6.74KNew |
$193K - $216K
|
6.74K
$251K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.99K- 7.31% |
$172K - $192K
|
75.9K
$2.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-238K- 35.56% |
$6.82M - $7.61M
|
431K
$16.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-15K- 6.04% |
$429K - $478K
|
232K
$8.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-15.5K- 3.8% |
$444K - $496K
|
392K
$14.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
452+ 0.52% |
$13K - $14.5K
|
87.5K
$3.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.01K+ 0.28% |
$57.7K - $64.4K
|
709K
$26.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
530New |
$15.2K - $17K
|
530
$19.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
7.04KNew |
$202K - $225K
|
7.04K
$262K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
509New |
$14.6K - $16.3K
|
509
$19K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-205- 32.28% |
$5.88K - $6.56K
|
430
$16K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-221- 1.0% |
$6.34K - $7.07K
|
21.9K
$815K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-145- 3.99% |
$4.16K - $4.64K
|
3.49K
$130K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.79KNew |
$195K - $217K
|
6.79K
$253K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-445- 1.05% |
$12.8K - $14.2K
|
42.1K
$1.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-70- 0.39% |
$2.01K - $2.24K
|
17.8K
$662K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
9.13KNew |
$262K - $292K
|
9.13K
$340K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-3.01K- 2.68% |
$86.2K - $96.2K
|
109K
$4.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-6.75K- 2.15% |
$194K - $216K
|
307K
$11.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-11.3K- 8.73% |
$324K - $361K
|
118K
$4.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.93K+ 1.77% |
$141K - $158K
|
284K
$10.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-77.1K- 33.49% |
$2.21M - $2.47M
|
153K
$5.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.01K- 9.43% |
$29K - $32.4K
|
9.72K
$362K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.76KNew |
$280K - $312K
|
9.76K
$364K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.59K- 2.61% |
$103K - $115K
|
134K
$5M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-5.17K- 7.2% |
$148K - $166K
|
66.7K
$2.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
6.89KNew |
$197K - $220K
|
6.89K
$257K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.25K- 5.45% |
$64.5K - $72K
|
39K
$1.45M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9+ 0.04% |
$258 - $288
|
22K
$818K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
200+ 0.76% |
$5.74K - $6.4K
|
26.4K
$982K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
171+ 1.24% |
$4.9K - $5.47K
|
14K
$520K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
26K+ 9.87% |
$746K - $833K
|
290K
$10.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-6.74K- 23.67% |
$193K - $216K
|
21.7K
$810K
|
|
|
Oct 08, 2024
Q3 2024
|
Objectivity Squared, LLC
Charleston, SC |
SELL
|
- |
-315- 1.34% |
$9.03K - $10.1K
|
23.3K
$866K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
709New |
$18.9K - $20.6K
|
709
$26.4K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
100New |
$2.66K - $2.9K
|
100
$3.73K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
437New |
$11.6K - $12.7K
|
437
$16.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-16.4K- 48.17% |
$438K - $477K
|
17.7K
$659K
|
|
|
Aug 14, 2024
Q2 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
68.4KNew |
$1.82M - $1.99M
|
68.4K
$2.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.96KNew |
$185K - $202K
|
6.96K
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-3.95K- 23.89% |
$105K - $115K
|
12.6K
$469K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
11.2K+ 0.55% |
$297K - $324K
|
2.03M
$75.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.37KNew |
$143K - $156K
|
5.37K
$200K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3Closed |
$79.9 - $87.1
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
400+ 1.76% |
$10.7K - $11.6K
|
23.2K
$863K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
89New |
$2.37K - $2.58K
|
89
$3.32K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
144+ 102.13% |
$3.83K - $4.18K
|
285
$10.6K
|
|