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 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.72K+ 19.88% |
$64.2K - $72K
|
16.4K
$473K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
859+ 4.43% |
$20.3K - $22.7K
|
20.2K
$583K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
245New |
$5.78K - $6.48K
|
245
$7.06K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
200New |
$4.72K - $5.29K
|
200
$5.77K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
151New |
$3.56K - $3.99K
|
151
$4.35K
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$1.18K - $1.32K
|
50
$1.44K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 2.92% |
$94.4 - $106
|
141
$4.07K
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3+ 2.4% |
$70.8 - $79.4
|
128
$3.69K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.1KNew |
$245K - $258K
|
10.1K
$290K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
3.63KNew |
$88.3K - $93K
|
3.63K
$105K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
500New |
$12.2K - $12.8K
|
500
$14.4K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
286New |
$6.96K - $7.34K
|
286
$8.25K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
120New |
$2.92K - $3.08K
|
120
$3.46K
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
37New |
$901 - $949
|
37
$1.07K
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
52.4KNew |
$1.24M - $1.31M
|
52.4K
$1.51M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
33.9KNew |
$799K - $846K
|
33.9K
$977K
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
414New |
$9.76K - $10.3K
|
414
$11.9K
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
373+ 3.59% |
$8.8K - $9.31K
|
10.8K
$310K
|
|
Q1 2023 | |||||||
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
265KNew |
$6.08M - $6.83M
|
265K
$7.63M
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
42.4KNew |
$974K - $1.09M
|
42.4K
$1.22M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
23.9KNew |
$549K - $616K
|
23.9K
$689K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.96KNew |
$68K - $76.3K
|
2.96K
$85.3K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.81K+ 13.18% |
$41.6K - $46.7K
|
15.5K
$448K
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.3K+ 9.36% |
$29.8K - $33.4K
|
15.2K
$437K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
600New |
$13.8K - $15.5K
|
600
$17.3K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
500New |
$11.5K - $12.9K
|
500
$14.4K
|
|
Q4 2022 | |||||||
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
121KNew |
$2.94M - $3.2M
|
121K
$3.48M
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
42.7KNew |
$1.04M - $1.13M
|
42.7K
$1.23M
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
39K+ 293.9% |
$949K - $1.03M
|
52.3K
$1.51M
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.65KNew |
$113K - $123K
|
4.65K
$134K
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
696New |
$16.9K - $18.4K
|
696
$20.1K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
617New |
$15K - $16.3K
|
617
$17.8K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
301New |
$7.32K - $7.97K
|
301
$8.68K
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
22+ 0.12% |
$535 - $583
|
18K
$520K
|
|
Q3 2022 | |||||||
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.23MNew |
N/A
|
1.23M
$35.4M
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
93New |
N/A
|
93
$2.68K
|
|
Nov 02, 2022
Q3 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
89+ 74.79% |
N/A
|
208
$6K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13.4KNew |
N/A
|
13.4K
$388K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Q1 2022 | |||||||
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.36% |
N/A
|
279
$8.04K
|
|
Q4 2021 | |||||||
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
6.58KNew |
N/A
|
6.58K
$190K
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
1.01K+ 67.56% |
N/A
|
2.51K
$72.2K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
630New |
N/A
|
630
$18.2K
|
|
Q4 2020 | |||||||
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
210New |
N/A
|
210
$6.05K
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
73New |
N/A
|
73
$2.1K
|
|
Q4 2019 | |||||||
Oct 25, 2023
Q4 2019
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
5.68K+ 9.47% |
N/A
|
65.7K
$1.89M
|
|
Q2 2019 | |||||||
Aug 12, 2019
Q2 2019
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
17.1KNew |
N/A
|
17.1K
$493K
|
|
Q1 2019 | |||||||
Jun 17, 2024
Q1 2019
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
197K+ 23.4% |
N/A
|
1.04M
$29.9M
|
|
Mar 24, 2023
Q1 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
86.8KNew |
N/A
|
86.8K
$2.5M
|