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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.96KNew |
$185K - $202K
|
6.96K
$256K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.37KNew |
$143K - $156K
|
5.37K
$198K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
709New |
$18.9K - $20.6K
|
709
$26.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
625New |
$16.6K - $18.1K
|
625
$23K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
437New |
$11.6K - $12.7K
|
437
$16.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
400+ 1.76% |
$10.7K - $11.6K
|
23.2K
$852K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
144+ 102.13% |
$3.83K - $4.18K
|
285
$10.5K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
100New |
$2.66K - $2.9K
|
100
$3.68K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
89New |
$2.37K - $2.58K
|
89
$3.28K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
33New |
$879 - $958
|
33
$1.21K
|
|
| Q1 2024 | |||||||
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.08KNew |
$129K - $142K
|
5.08K
$187K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
1.42K+ 12.19% |
$36K - $39.7K
|
13.1K
$481K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
749New |
$19K - $20.9K
|
749
$27.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
729+ 2.36% |
$18.5K - $20.4K
|
31.6K
$1.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
205+ 2.36% |
$5.19K - $5.73K
|
8.9K
$327K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1+ 0.11% |
$25.3 - $28
|
932
$34.3K
|
|
| Q4 2023 | |||||||
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
8.82KNew |
$208K - $233K
|
8.82K
$325K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.72K+ 19.88% |
$64.2K - $72K
|
16.4K
$604K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
245New |
$5.78K - $6.48K
|
245
$9.02K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
200New |
$4.72K - $5.29K
|
200
$7.36K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
151New |
$3.56K - $3.99K
|
151
$5.56K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
3.63KNew |
$88.3K - $93K
|
3.63K
$133K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
500New |
$12.2K - $12.8K
|
500
$18.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
286New |
$6.96K - $7.34K
|
286
$10.5K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
37New |
$901 - $949
|
37
$1.36K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
52.4KNew |
$1.24M - $1.31M
|
52.4K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
33.9KNew |
$799K - $846K
|
33.9K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
414New |
$9.76K - $10.3K
|
414
$15.2K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
373+ 3.59% |
$8.8K - $9.31K
|
10.8K
$396K
|
|
| Q1 2023 | |||||||
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
265KNew |
$6.08M - $6.83M
|
265K
$9.74M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
23.9KNew |
$549K - $616K
|
23.9K
$880K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.96KNew |
$68K - $76.3K
|
2.96K
$109K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.81K+ 13.18% |
$41.6K - $46.7K
|
15.5K
$572K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.3K+ 9.36% |
$29.8K - $33.4K
|
15.2K
$558K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
600New |
$13.8K - $15.5K
|
600
$22.1K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
500New |
$11.5K - $12.9K
|
500
$18.4K
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
42.7KNew |
$999K - $1.13M
|
42.7K
$1.57M
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
39K+ 293.9% |
$911K - $1.03M
|
52.3K
$1.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.65KNew |
$109K - $123K
|
4.65K
$171K
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
696New |
$16.3K - $18.4K
|
696
$25.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
617New |
$14.4K - $16.3K
|
617
$22.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
22+ 0.12% |
$514 - $583
|
18K
$664K
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.23MNew |
$28.1M - $33.6M
|
1.23M
$45.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
93New |
$2.13K - $2.54K
|
93
$3.42K
|
|
|
Nov 02, 2022
Q3 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
89+ 74.79% |
$2.03K - $2.43K
|
208
$7.65K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13.4KNew |
$315K - $383K
|
13.4K
$495K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.36% |
$22.5 - $26.7
|
279
$10.3K
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
6.58KNew |
$140K - $157K
|
6.58K
$242K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
1.01K+ 67.56% |
$21.6K - $24.2K
|
2.51K
$92.2K
|
|