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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
14.5K+ 2.25% |
$459K - $533K
|
657K
$24.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
9.08K+ 1.1% |
$288K - $334K
|
833K
$30.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
7.6K+ 14.83% |
$241K - $280K
|
58.8K
$2.17M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
6.3KNew |
$200K - $232K
|
6.3K
$232K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.57K+ 23.18% |
$177K - $205K
|
29.6K
$1.09M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.43K+ 13.59% |
$45.2K - $52.5K
|
11.9K
$439K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
655+ 0.58% |
$20.8K - $24.1K
|
114K
$4.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
551+ 3.89% |
$17.5K - $20.3K
|
14.7K
$541K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
131+ 1.22% |
$4.15K - $4.82K
|
10.9K
$401K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$1.59K - $1.84K
|
50
$1.84K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
143K+ 5948.13% |
$4.1M - $4.58M
|
146K
$5.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
115K+ 3.73% |
$3.31M - $3.69M
|
3.21M
$118M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
84.7K+ 139.51% |
$2.43M - $2.71M
|
145K
$5.35M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
63.7KNew |
$1.83M - $2.04M
|
63.7K
$2.35M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
41.7KNew |
$1.2M - $1.33M
|
41.7K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
39.7KNew |
$1.14M - $1.27M
|
39.7K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32K+ 12.52% |
$917K - $1.02M
|
287K
$10.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
26K+ 9.87% |
$746K - $833K
|
290K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.7K+ 99.39% |
$680K - $759K
|
47.6K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.9KNew |
$541K - $604K
|
18.9K
$695K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.76KNew |
$280K - $312K
|
9.76K
$359K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
9.75K+ 4.45% |
$280K - $312K
|
229K
$8.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
9.13KNew |
$262K - $292K
|
9.13K
$336K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
7.04KNew |
$202K - $225K
|
7.04K
$259K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
6.89KNew |
$197K - $220K
|
6.89K
$253K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.79KNew |
$195K - $217K
|
6.79K
$250K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
6.74KNew |
$193K - $216K
|
6.74K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.18K+ 0.97% |
$149K - $166K
|
539K
$19.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.93K+ 1.77% |
$141K - $158K
|
284K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.7K+ 10.07% |
$106K - $118K
|
40.4K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.61K+ 1.53% |
$104K - $116K
|
240K
$8.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.11K+ 3.25% |
$89.1K - $99.5K
|
98.7K
$3.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.01K+ 0.28% |
$57.7K - $64.4K
|
709K
$26.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.41K+ 4.96% |
$40.5K - $45.2K
|
29.9K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.23K+ 2.14% |
$35.3K - $39.4K
|
58.7K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.03KNew |
$29.4K - $32.8K
|
1.03K
$37.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
856+ 29.26% |
$24.6K - $27.4K
|
3.78K
$139K
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
717+ 1.08% |
$20.6K - $22.9K
|
66.9K
$2.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
530New |
$15.2K - $17K
|
530
$19.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
509New |
$14.6K - $16.3K
|
509
$18.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
452+ 0.52% |
$13K - $14.5K
|
87.5K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
292+ 0.36% |
$8.37K - $9.34K
|
81.9K
$3.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
200+ 0.76% |
$5.74K - $6.4K
|
26.4K
$970K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
171+ 1.24% |
$4.9K - $5.47K
|
14K
$514K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
86+ 0.9% |
$2.47K - $2.75K
|
9.63K
$354K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9+ 0.04% |
$258 - $288
|
22K
$808K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4+ 0.02% |
$115 - $128
|
25.3K
$931K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
68.4KNew |
$1.82M - $1.99M
|
68.4K
$2.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
11.2K+ 0.55% |
$297K - $324K
|
2.03M
$74.9M
|
|