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 13, 2025
Q1 2021
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-33.6KClosed |
$578K - $702K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-19.9KClosed |
$343K - $417K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-23.1KClosed |
$343K - $435K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-26KClosed |
$386K - $490K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6.05KClosed |
$89.9K - $114K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
210New |
$3.12K - $3.96K
|
210
$7.38K
|
|
|
Jan 27, 2021
Q4 2020
|
Lindbrook Capital, LLC
|
SELL
|
- |
-254Closed |
$3.77K - $4.79K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-15KClosed |
$222K - $282K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Dec 18, 2020
Q3 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-43.7KClosed |
$651K - $784K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
73New |
$1.09K - $1.31K
|
73
$2.57K
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.27KClosed |
$33.8K - $40.6K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-185Closed |
$2.75K - $3.32K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-375Closed |
$5.58K - $6.72K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-335Closed |
$4.99K - $6K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-17.5KClosed |
$222K - $342K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.88KClosed |
$49.2K - $75.7K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-32.5KClosed |
$411K - $633K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-611KClosed |
$7.75M - $11.9M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.88KClosed |
$33.3K - $68.7K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-33.9KClosed |
$392K - $809K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-7.35KClosed |
$85K - $176K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-335Closed |
$3.88K - $8K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-9.3KClosed |
$108K - $222K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.08MClosed |
$12.4M - $25.7M
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Essex Savings Bank
|
SELL
|
- |
-10.6KClosed |
$122K - $252K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-206KClosed |
$2.38M - $4.91M
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-91.4KClosed |
$1.06M - $2.18M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Oct 25, 2023
Q4 2019
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
5.68K+ 9.47% |
$124K - $135K
|
65.7K
$2.31M
|
|
|
Feb 04, 2020
Q4 2019
|
Us Bancorp \De\
|
SELL
|
- |
-1.03KClosed |
$22.6K - $24.5K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Andesa Financial Management Inc.
|
SELL
|
- |
-20KClosed |
$437K - $475K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-9.09KClosed |
$199K - $216K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-38.3KClosed |
$838K - $909K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-4.1KClosed |
$95.9K - $98.4K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-532KClosed |
$12.4M - $12.8M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-574KClosed |
$13.4M - $13.8M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-283KClosed |
$6.63M - $6.8M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Plancorp, LLC
|
SELL
|
- |
-23.7KClosed |
$555K - $569K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 12, 2019
Q2 2019
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
17.1KNew |
N/A
|
17.1K
$602K
|
|
|
Aug 08, 2019
Q2 2019
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-47.6KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-3.69KClosed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
James Investment Research Inc
|
SELL
|
- |
-11.7KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
Mar 24, 2023
Q1 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
86.8KNew |
N/A
|
86.8K
$3.05M
|
|
|
May 02, 2019
Q1 2019
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-4.5KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-21.7KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-86.6KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1.5KClosed |
N/A
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-17.1KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-75.7KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Jan 25, 2018
Q4 2017
|
Corbenic Partners LLC
|
SELL
|
- |
-291Closed |
N/A
|
0
$0
|
|