Latest Institutional Sells of Managed Portfolio Ser Tortoise (TPYP)
This list provides information on the latest institutional transactions involving Managed Portfolio Ser Tortoise (TPYP) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-740K- 62.55% |
$18.7M - $20.7M
|
443K
$12.8M
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-58.9K- 99.62% |
$1.49M - $1.65M
|
226
$6.52K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-55.9K- 17.19% |
$1.42M - $1.56M
|
269K
$7.77M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-39.8K- 5.36% |
$1.01M - $1.11M
|
703K
$20.3M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-38.6K- 27.63% |
$976K - $1.08M
|
101K
$2.91M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-21.6K- 36.64% |
$548K - $605K
|
37.4K
$1.08M
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-21.2K- 20.18% |
$536K - $592K
|
83.7K
$2.41M
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-16.5K- 10.53% |
$417K - $460K
|
140K
$4.03M
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-16.2K- 9.07% |
$410K - $453K
|
162K
$4.68M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-14.1K- 32.13% |
$356K - $393K
|
29.7K
$856K
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-11.9K- 7.49% |
$301K - $332K
|
147K
$4.23M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-11.6K- 4.25% |
$293K - $324K
|
261K
$7.52M
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-5.99K- 5.03% |
$152K - $168K
|
113K
$3.26M
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-5.39K- 4.8% |
$136K - $151K
|
107K
$3.08M
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.31K- 4.56% |
$134K - $148K
|
111K
$3.2M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.74K- 6.69% |
$94.7K - $105K
|
52.2K
$1.5M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.47K- 8.71% |
$87.8K - $97K
|
36.4K
$1.05M
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-2.75K- 21.08% |
$69.6K - $76.8K
|
10.3K
$296K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.46K- 23.93% |
$62.2K - $68.7K
|
7.81K
$225K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 1.69% |
$40.6K - $44.8K
|
93.4K
$2.69M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.31K- 4.04% |
$33.1K - $36.5K
|
31K
$894K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.11K- 47.89% |
$28.2K - $31.1K
|
1.21K
$34.9K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.1K- 5.88% |
$27.9K - $30.8K
|
17.6K
$507K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-877- 3.84% |
$22.2K - $24.5K
|
21.9K
$633K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-870- 82.39% |
$22K - $24.3K
|
186
$5.36K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-841- 0.37% |
$21.3K - $23.5K
|
225K
$6.49M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-533- 1.98% |
$13.5K - $14.9K
|
26.4K
$762K
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-500- 2.94% |
$12.7K - $14K
|
16.5K
$476K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-481- 34.04% |
$12.2K - $13.4K
|
932
$26.9K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-421Closed |
$10.7K - $11.8K
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-10- 3.38% |
$253 - $280
|
286
$8.25K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-937- 24.26% |
$22.1K - $24.8K
|
2.93K
$84.3K
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-320- 3.84% |
$7.55K - $8.46K
|
8.01K
$231K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-241- 85.77% |
$5.69K - $6.37K
|
40
$1.15K
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-173- 3.88% |
$4.08K - $4.58K
|
4.29K
$124K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-9.61K- 5.51% |
$234K - $246K
|
165K
$4.75M
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.68K- 13.9% |
$40.9K - $43.1K
|
10.4K
$300K
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-1.52K- 44.23% |
$36.9K - $38.9K
|
1.91K
$55.1K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-892- 9.68% |
$21K - $22.3K
|
8.32K
$240K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-589- 8.98% |
$13.9K - $14.7K
|
5.97K
$172K
|
|
Q1 2023 | |||||||
Apr 19, 2023
Q1 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-6.6K- 7.24% |
$152K - $170K
|
84.6K
$2.44M
|
|
Q4 2022 | |||||||
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-12- 0.28% |
$292 - $318
|
4.33K
$125K
|
|
Q3 2022 | |||||||
Nov 15, 2022
Q3 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-350- 8.15% |
N/A
|
3.94K
$114K
|
|
Q2 2022 | |||||||
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-8.03K- 30.22% |
N/A
|
18.6K
$535K
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-7.6KClosed |
N/A
|
0
$0
|
|
Q1 2022 | |||||||
May 02, 2022
Q1 2022
|
Next Capital Management LLC
|
SELL
|
- |
-13.7KClosed |
N/A
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
SELL
|
- |
-10KClosed |
N/A
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.74KClosed |
N/A
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.5KClosed |
N/A
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.32KClosed |
N/A
|
0
$0
|