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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-320- 3.84% |
$7.55K - $8.46K
|
8.01K
$282K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-241- 85.77% |
$5.69K - $6.37K
|
40
$1.41K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
8.82KNew |
$208K - $233K
|
8.82K
$310K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
245New |
$5.78K - $6.48K
|
245
$8.61K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.72K+ 19.88% |
$64.2K - $72K
|
16.4K
$577K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-9.61K- 5.51% |
$234K - $246K
|
165K
$5.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
286New |
$6.96K - $7.34K
|
286
$10.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
500New |
$12.2K - $12.8K
|
500
$17.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
3.63KNew |
$88.3K - $93K
|
3.63K
$127K
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-1.52K- 44.23% |
$36.9K - $38.9K
|
1.91K
$67.2K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
37New |
$901 - $949
|
37
$1.3K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
33.9KNew |
$799K - $846K
|
33.9K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
414New |
$9.76K - $10.3K
|
414
$14.6K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
373+ 3.59% |
$8.8K - $9.31K
|
10.8K
$378K
|
|
| Q1 2023 | |||||||
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
265KNew |
$6.08M - $6.83M
|
265K
$9.31M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.3K+ 9.36% |
$29.8K - $33.4K
|
15.2K
$533K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.81K+ 13.18% |
$41.6K - $46.7K
|
15.5K
$547K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
23.9KNew |
$549K - $616K
|
23.9K
$840K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
500New |
$11.5K - $12.9K
|
500
$17.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
600New |
$13.8K - $15.5K
|
600
$21.1K
|
|
| Q4 2022 | |||||||
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
696New |
$16.3K - $18.4K
|
696
$24.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
22+ 0.12% |
$514 - $583
|
18K
$634K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.65KNew |
$109K - $123K
|
4.65K
$163K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
617New |
$14.4K - $16.3K
|
617
$21.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
42.7KNew |
$999K - $1.13M
|
42.7K
$1.5M
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-350- 8.15% |
$8K - $9.57K
|
3.94K
$139K
|
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.23MNew |
$28.1M - $33.6M
|
1.23M
$43.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
89+ 74.79% |
$2.03K - $2.43K
|
208
$7.31K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13.4KNew |
$315K - $383K
|
13.4K
$473K
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-7.6KClosed |
$178K - $216K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-8.03K- 30.22% |
$188K - $229K
|
18.6K
$652K
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.32KClosed |
$29.7K - $35.2K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.5KClosed |
$33.8K - $40.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-25- 40.98% |
$563 - $668
|
36
$1.27K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-138- 64.49% |
$3.11K - $3.69K
|
76
$2.67K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-576Closed |
$13K - $15.4K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
SELL
|
- |
-10KClosed |
$225K - $267K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Next Capital Management LLC
|
SELL
|
- |
-13.7KClosed |
$308K - $366K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-86Closed |
$1.94K - $2.3K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.36% |
$22.5 - $26.7
|
279
$9.81K
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.45KClosed |
$52.3K - $58.6K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-604- 88.95% |
$12.9K - $14.5K
|
75
$2.64K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-385Closed |
$8.22K - $9.21K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
1.01K+ 67.56% |
$21.6K - $24.2K
|
2.51K
$88.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
6.58KNew |
$140K - $157K
|
6.58K
$231K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.25KClosed |
$197K - $221K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
630New |
$13.4K - $15.1K
|
630
$22.2K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-25.8KClosed |
$539K - $590K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.36KClosed |
$48K - $56.4K
|
0
$0
|
|