Latest Institutional Purchases of Managed Portfolio Ser Tortoise (TPYP)
This list provides information on the latest institutional transactions involving Managed Portfolio Ser Tortoise (TPYP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
515K+ 60.87% |
$17.7M - $19.2M
|
1.36M
$47.5M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
144K+ 143.29% |
$4.93M - $5.35M
|
244K
$8.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
108KNew |
$3.7M - $4.01M
|
108K
$3.76M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
86.2K+ 2.97% |
$2.96M - $3.21M
|
2.99M
$104M
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
72.5K+ 63.52% |
$2.49M - $2.7M
|
187K
$6.51M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
65.1K+ 44.46% |
$2.24M - $2.43M
|
212K
$7.38M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
55.4KNew |
$1.9M - $2.06M
|
55.4K
$1.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
30KNew |
$1.03M - $1.12M
|
30K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
20.7KNew |
$711K - $772K
|
20.7K
$723K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.5K+ 5.49% |
$703K - $763K
|
394K
$13.7M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
17.5K+ 4.65% |
$599K - $651K
|
393K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.6KNew |
$568K - $617K
|
16.6K
$577K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
16.5K+ 1.99% |
$568K - $616K
|
849K
$29.6M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.4K+ 16369.0% |
$562K - $610K
|
16.5K
$574K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
11.3KNew |
$389K - $422K
|
11.3K
$395K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
10.2K+ 17.28% |
$349K - $379K
|
69K
$2.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.75KNew |
$335K - $363K
|
9.75K
$340K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.7K+ 4661.54% |
$333K - $361K
|
9.9K
$345K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
8.71KNew |
$299K - $325K
|
8.71K
$304K
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
8.29K+ 2.0% |
$284K - $309K
|
422K
$14.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
6.86K+ 23.15% |
$235K - $255K
|
36.5K
$1.27M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.74K+ 7.16% |
$231K - $251K
|
101K
$3.51M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
6.22KNew |
$213K - $232K
|
6.22K
$217K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.15KNew |
$211K - $229K
|
6.15K
$214K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.07KNew |
$208K - $226K
|
6.07K
$212K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.89KNew |
$202K - $219K
|
5.89K
$205K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.78KNew |
$198K - $215K
|
5.78K
$202K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.62KNew |
$193K - $209K
|
5.62K
$196K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
5.57KNew |
$191K - $208K
|
5.57K
$194K
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
5.56K+ 48.66% |
$191K - $207K
|
17K
$592K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.08KNew |
$174K - $189K
|
5.08K
$177K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
5K+ 6.88% |
$171K - $186K
|
77.6K
$2.71M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.66K+ 8.04% |
$126K - $136K
|
49.2K
$1.72M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
3.46KNew |
$119K - $129K
|
3.46K
$121K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
3.3KNew |
$113K - $123K
|
3.3K
$115K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.63K+ 3.23% |
$55.9K - $60.7K
|
52K
$1.81M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.51K+ 161.98% |
$51.8K - $56.2K
|
2.44K
$85K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.42K+ 87.55% |
$48.7K - $52.9K
|
3.04K
$106K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.36K+ 22.91% |
$46.7K - $50.7K
|
7.3K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.34K+ 2.0% |
$45.8K - $49.7K
|
68.2K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.26K+ 30.89% |
$43.2K - $46.9K
|
5.34K
$186K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
910New |
$31.2K - $33.9K
|
910
$31.7K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
739+ 4.18% |
$25.4K - $27.5K
|
18.4K
$643K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
721+ 1.15% |
$24.7K - $26.9K
|
63.5K
$2.21M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
652+ 1.59% |
$22.4K - $24.3K
|
41.7K
$1.45M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
571+ 4.99% |
$19.6K - $21.3K
|
12K
$419K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
475+ 89.62% |
$16.3K - $17.7K
|
1.01K
$35K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
422+ 3.24% |
$14.5K - $15.7K
|
13.4K
$469K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
400New |
$13.7K - $14.9K
|
400
$13.9K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
314+ 3.32% |
$10.8K - $11.7K
|
9.76K
$340K
|