Latest Institutional Purchases of Managed Portfolio Ser Tortoise (TPYP)

TPYP Quotes by TradingView

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
Apr 30, 2025 Q1 2025
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
307
+ 2.42%
$10.5K - $11.4K
13K $453K
Apr 29, 2025 Q1 2025
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
305
New
$10.5K - $11.4K
305 $10.6K
May 16, 2025 Q1 2025
Jones Financial Companies Lllp

BUY
 -
294
New
$10.1K - $11K
294 $10.3K
May 01, 2025 Q1 2025
Asset Dedication, LLC

BUY
 -
218
New
$7.48K - $8.12K
218 $7.6K
Apr 22, 2025 Q1 2025
Cambridge Investment Research Advisors, Inc.

BUY
 -
155
+ 2.01%
$5.32K - $5.78K
7.85K $274K
May 08, 2025 Q1 2025
Palisades Hudson Asset Management, L.P.

Fort Lauderdale, FL
BUY
 -
141
+ 2.0%
$4.84K - $5.25K
7.18K $250K
May 15, 2025 Q1 2025
Mai Capital Management

BUY
 -
135
+ 2.0%
$4.63K - $5.03K
6.88K $240K
Apr 07, 2025 Q1 2025
Howard Financial Services, Ltd.

BUY
 -
129
+ 1.18%
$4.43K - $4.81K
11K $384K
Apr 28, 2025 Q1 2025
Onyx Bridge Wealth Group LLC

BUY
 -
115
+ 1.56%
$3.95K - $4.28K
7.51K $262K
Apr 09, 2025 Q1 2025
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
112
+ 0.12%
$3.84K - $4.17K
97.3K $3.39M
Apr 30, 2025 Q1 2025
Cerity Partners LLC

New York, NY
BUY
 -
86
+ 0.04%
$2.95K - $3.2K
244K $8.52M
Apr 14, 2025 Q1 2025
Wesbanco Bank Inc

BUY
 -
57
+ 0.22%
$1.96K - $2.12K
26.4K $921K
Apr 15, 2025 Q1 2025
Capital Advisors, Ltd. LLC

BUY
 -
18
+ 0.06%
$618 - $671
32.2K $1.12M
May 06, 2025 Q1 2025
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
16
+ 0.07%
$549 - $596
21.4K $747K
Apr 28, 2025 Q1 2025
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
2
+ 0.83%
$68.6 - $74.5
242 $8.44K
May 14, 2025 Q1 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q4 2024
Feb 14, 2025 Q4 2024
Flow Traders U.S. LLC

New York, NY
BUY
 -
24K
+ 127.09%
$761K - $883K
42.9K $1.49M
Jan 07, 2025 Q4 2024
Sterneck Capital Management, LLC

Kansas City, MO
BUY
 -
6.3K
New
$200K - $232K
6.3K $220K
Feb 05, 2025 Q4 2024
Private Trust CO Na

BUY
 -
4.6K
New
$146K - $169K
4.6K $160K
Jan 28, 2025 Q4 2024
Empowered Funds, LLC

BUY
 -
3.19K
New
$101K - $117K
3.19K $111K
Feb 05, 2025 Q4 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
574
New
$18.2K - $21.1K
574 $20K
Feb 12, 2025 Q4 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
273
New
$8.65K - $10.1K
273 $9.52K
Jan 30, 2025 Q4 2024
Allworth Financial LP

BUY
 -
165
+ 2.76%
$5.23K - $6.08K
6.14K $214K
Feb 14, 2025 Q4 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
105
New
$3.33K - $3.87K
105 $3.66K
Feb 10, 2025 Q4 2024
Parallel Advisors, LLC

BUY
 -
90
New
$2.85K - $3.31K
90 $3.14K
Jan 13, 2025 Q4 2024
Fny Investment Advisers, LLC

BUY
 -
50
New
$1.59K - $1.84K
50 $1.74K
Q3 2024
Nov 21, 2024 Q3 2024
Fulcrum Equity Management

BUY
 -
41.7K
New
$1.2M - $1.33M
41.7K $1.45M
Oct 17, 2024 Q3 2024
Stratos Wealth Partners, Ltd.

BUY
 -
9.76K
New
$280K - $312K
9.76K $340K
Nov 13, 2024 Q3 2024
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
9.75K
+ 4.45%
$280K - $312K
229K $7.99M
Oct 23, 2024 Q3 2024
Legacy Capital Group California, Inc.

Los Gatos, CA
BUY
 -
9.13K
New
$262K - $292K
9.13K $318K
Nov 14, 2024 Q3 2024
Bokf, Na

Tulsa, OK
BUY
 -
1.03K
New
$29.4K - $32.8K
1.03K $35.7K
Oct 28, 2024 Q3 2024
Hm Payson & CO

Portland, ME
BUY
 -
509
New
$14.6K - $16.3K
509 $17.7K
Q2 2024
Aug 14, 2024 Q2 2024
Battery Global Advisors, LLC

Boston, MA
BUY
 -
68.4K
New
$1.82M - $1.99M
68.4K $2.38M
Aug 09, 2024 Q2 2024
Arvest Trust CO N A

Rogers, AR
BUY
 -
11.2K
+ 0.55%
$297K - $324K
2.03M $70.9M
Aug 09, 2024 Q2 2024
Brown Brothers Harriman & CO

New York, NY
BUY
 -
5.37K
New
$143K - $156K
5.37K $187K
Aug 15, 2024 Q2 2024
Northwestern Mutual Wealth Management CO

BUY
 -
709
New
$18.9K - $20.6K
709 $24.7K
Jul 17, 2024 Q2 2024
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
625
New
$16.6K - $18.1K
625 $21.8K
Aug 14, 2024 Q2 2024
Flputnam Investment Management CO

Portland, ME
BUY
 -
437
New
$11.6K - $12.7K
437 $15.2K
Jul 24, 2024 Q2 2024
Gilliland Jeter Wealth Management LLC

Little Rock, AR
BUY
 -
89
New
$2.37K - $2.58K
89 $3.1K
Jul 12, 2024 Q2 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
33
New
$879 - $958
33 $1.15K
Q1 2024
Apr 22, 2024 Q1 2024
First Purpose Wealth LLC

BUY
 -
1.42K
+ 12.19%
$36K - $39.7K
13.1K $456K
May 13, 2024 Q1 2024
Bank Of Montreal

Toronto, A6
BUY
 -
749
New
$19K - $20.9K
749 $26.1K
Apr 22, 2024 Q1 2024
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
205
+ 2.36%
$5.19K - $5.73K
8.9K $310K
Q4 2023
Jan 30, 2024 Q4 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
8.82K
New
$208K - $233K
8.82K $308K
Jan 09, 2024 Q4 2023
Dfpg Investments, LLC

BUY
 -
2.72K
+ 19.88%
$64.2K - $72K
16.4K $572K
Jan 10, 2024 Q4 2023
Bkm Wealth Management, LLC

Brookfield, WI
BUY
 -
245
New
$5.78K - $6.48K
245 $8.54K
Feb 14, 2024 Q4 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
200
New
$4.72K - $5.29K
200 $6.97K
Feb 14, 2024 Q4 2023
Lm Advisors LLC

San Diego, CA
BUY
 -
151
New
$3.56K - $3.99K
151 $5.27K
Q3 2023
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
3.63K
New
$88.3K - $93K
3.63K $126K

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