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 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-88.5K- 6.55% |
$3.04M - $3.3M
|
1.26M
$44M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-44.8K- 6.08% |
$1.54M - $1.67M
|
692K
$24.1M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-30.3K- 4.46% |
$1.04M - $1.13M
|
649K
$22.6M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-25.3K- 34.24% |
$867K - $941K
|
48.5K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.6K- 70.97% |
$811K - $881K
|
9.67K
$337K
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-17.5K- 7.54% |
$600K - $652K
|
214K
$7.48M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-15.5K- 5.4% |
$530K - $576K
|
271K
$9.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-10.6K- 39.31% |
$365K - $397K
|
16.4K
$573K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-8.33K- 7.58% |
$286K - $310K
|
102K
$3.54M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-7.74K- 2.56% |
$266K - $288K
|
294K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.67K- 3.08% |
$263K - $286K
|
242K
$8.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-6.74K- 2.74% |
$231K - $251K
|
239K
$8.35M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-6.48K- 5.37% |
$222K - $241K
|
114K
$3.98M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.86K- 2.69% |
$201K - $218K
|
212K
$7.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-5.38K- 7.76% |
$185K - $201K
|
64K
$2.23M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-4.94K- 6.92% |
$170K - $184K
|
66.5K
$2.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-4.26K- 23.32% |
$146K - $159K
|
14K
$488K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.05K- 1.45% |
$139K - $151K
|
275K
$9.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-4.01K- 3.6% |
$138K - $149K
|
108K
$3.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Objectivity Squared, LLC
Charleston, SC |
SELL
|
- |
-3.45K- 14.69% |
$118K - $129K
|
20K
$699K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.43K- 17.29% |
$118K - $128K
|
16.4K
$572K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-1.91K- 1.78% |
$65.4K - $71K
|
105K
$3.66M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.83K- 0.79% |
$62.8K - $68.2K
|
229K
$7.97M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.77K- 2.82% |
$60.6K - $65.8K
|
60.9K
$2.12M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.65K- 4.78% |
$56.8K - $61.6K
|
33K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.57K- 14.04% |
$53.8K - $58.4K
|
9.59K
$335K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-1.54K- 0.57% |
$52.9K - $57.4K
|
267K
$9.32M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.25K- 11.12% |
$42.9K - $46.5K
|
9.98K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1.03K- 8.52% |
$35.2K - $38.2K
|
11K
$384K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-959- 23.14% |
$32.9K - $35.7K
|
3.19K
$111K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-780- 0.54% |
$26.8K - $29.1K
|
145K
$5.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-750- 0.66% |
$25.7K - $27.9K
|
113K
$3.95M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-539- 14.73% |
$18.5K - $20.1K
|
3.12K
$109K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-501- 6.06% |
$17.2K - $18.7K
|
7.77K
$271K
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-377- 3.9% |
$12.9K - $14K
|
9.28K
$324K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-316- 0.05% |
$10.8K - $11.8K
|
657K
$22.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-218- 1.24% |
$7.48K - $8.12K
|
17.3K
$604K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-195- 21.67% |
$6.69K - $7.27K
|
705
$24.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-169- 1.15% |
$5.8K - $6.3K
|
14.5K
$507K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-29.1K- 73.2% |
$921K - $1.07M
|
10.6K
$371K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-7.26K- 11.39% |
$230K - $267K
|
56.5K
$1.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.52K- 11.59% |
$143K - $166K
|
34.5K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-250- 2.6% |
$7.93K - $9.21K
|
9.38K
$327K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-100- 0.57% |
$3.17K - $3.68K
|
17.5K
$610K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-44- 15.44% |
$1.39K - $1.62K
|
241
$8.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-28- 0.8% |
$888 - $1.03K
|
3.46K
$121K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-77.1K- 33.49% |
$2.21M - $2.47M
|
153K
$5.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-36.7K- 62.5% |
$1.05M - $1.17M
|
22K
$767K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-5.17K- 7.2% |
$148K - $166K
|
66.7K
$2.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.01K- 9.43% |
$29K - $32.4K
|
9.72K
$339K
|
|