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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-301K- 9.39% |
$9.55M - $11.1M
|
2.91M
$103M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-123K- 31.37% |
$3.9M - $4.53M
|
269K
$9.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-29.9K- 4.21% |
$947K - $1.1M
|
680K
$24.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-29.1K- 73.2% |
$921K - $1.07M
|
10.6K
$377K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-17.4K- 4.04% |
$553K - $642K
|
414K
$14.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-16K- 18.3% |
$507K - $589K
|
71.5K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.3K- 30.0% |
$453K - $526K
|
33.3K
$1.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-14.3K- 1.9% |
$453K - $526K
|
737K
$26.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.1K- 55.6% |
$446K - $518K
|
11.2K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-13.5K- 10.07% |
$428K - $497K
|
121K
$4.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.2K- 17.35% |
$418K - $485K
|
62.8K
$2.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-11.3K- 4.38% |
$357K - $415K
|
246K
$8.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.9K- 4.75% |
$345K - $401K
|
218K
$7.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.65K- 3.8% |
$306K - $355K
|
244K
$8.66M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.11K- 9.9% |
$257K - $298K
|
73.7K
$2.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-7.26K- 11.39% |
$230K - $267K
|
56.5K
$2M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-6.51K- 5.51% |
$206K - $240K
|
112K
$3.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.27K- 5.31% |
$167K - $194K
|
94.1K
$3.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-4.57K- 1.49% |
$145K - $168K
|
302K
$10.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.52K- 11.59% |
$143K - $166K
|
34.5K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.22K- 1.49% |
$134K - $155K
|
279K
$9.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-3.48K- 16.0% |
$110K - $128K
|
18.3K
$647K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-3.48K- 4.78% |
$110K - $128K
|
69.4K
$2.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.42K- 3.4% |
$108K - $126K
|
97.1K
$3.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-3.4K- 1.17% |
$108K - $125K
|
286K
$10.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.81K- 9.4% |
$89K - $103K
|
27.1K
$960K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.58K- 18.77% |
$81.8K - $95K
|
11.2K
$396K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-2.19K- 2.01% |
$69.4K - $80.6K
|
107K
$3.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.27K- 9.06% |
$40.1K - $46.6K
|
12.7K
$450K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.16K- 10.91% |
$36.7K - $42.6K
|
9.45K
$335K
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-1.1K- 0.08% |
$34.9K - $40.5K
|
1.35M
$47.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.07K- 2.53% |
$33.9K - $39.3K
|
41.1K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-839- 0.76% |
$26.6K - $30.9K
|
110K
$3.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-742- 2.62% |
$23.5K - $27.3K
|
27.6K
$979K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-670- 15.47% |
$21.2K - $24.7K
|
3.66K
$130K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-627- 6.1% |
$19.9K - $23.1K
|
9.66K
$342K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-550- 4.37% |
$17.4K - $20.3K
|
12K
$426K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-506- 0.22% |
$16K - $18.6K
|
232K
$8.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-497- 2.45% |
$15.8K - $18.3K
|
19.8K
$703K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-447- 2.04% |
$14.2K - $16.5K
|
21.4K
$759K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-250- 2.6% |
$7.93K - $9.21K
|
9.38K
$332K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-230- 1.29% |
$7.29K - $8.47K
|
17.5K
$622K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-169- 44.83% |
$5.36K - $6.22K
|
208
$7.38K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-100- 0.57% |
$3.17K - $3.68K
|
17.5K
$621K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-44- 15.44% |
$1.39K - $1.62K
|
241
$8.55K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-28- 0.02% |
$888 - $1.03K
|
145K
$5.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-28- 0.8% |
$888 - $1.03K
|
3.46K
$123K
|
|
| 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
$5.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-36.7K- 62.5% |
$1.05M - $1.17M
|
22K
$780K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-5.17K- 7.2% |
$148K - $166K
|
66.7K
$2.36M
|
|