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 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
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-283KClosed |
$6.63M - $6.8M
|
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
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-4.1KClosed |
$95.9K - $98.4K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-574KClosed |
$13.4M - $13.8M
|
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
$637K
|
|
|
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
$3.24M
|
|
|
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
|
|