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 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-576Closed |
N/A
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-138- 64.49% |
N/A
|
76
$2.19K
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-86Closed |
N/A
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-25- 40.98% |
N/A
|
36
$1.04K
|
|
Q4 2021 | |||||||
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.25KClosed |
N/A
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.45KClosed |
N/A
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-604- 88.95% |
N/A
|
75
$2.16K
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-385Closed |
N/A
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-25.8KClosed |
N/A
|
0
$0
|
|
Q2 2021 | |||||||
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.36KClosed |
N/A
|
0
$0
|
|
Q1 2021 | |||||||
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-19.9KClosed |
N/A
|
0
$0
|
|
Q4 2020 | |||||||
Feb 10, 2021
Q4 2020
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-26KClosed |
N/A
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-23.1KClosed |
N/A
|
0
$0
|
|
Jan 25, 2021
Q4 2020
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-15KClosed |
N/A
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6.05KClosed |
N/A
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Lindbrook Capital, LLC
|
SELL
|
- |
-254Closed |
N/A
|
0
$0
|
|
Q3 2020 | |||||||
Dec 18, 2020
Q3 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-43.7KClosed |
N/A
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.27KClosed |
N/A
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-375Closed |
N/A
|
0
$0
|
|
Oct 09, 2020
Q3 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-335Closed |
N/A
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-185Closed |
N/A
|
0
$0
|
|
Q2 2020 | |||||||
Aug 05, 2020
Q2 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-611KClosed |
N/A
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-32.5KClosed |
N/A
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-17.5KClosed |
N/A
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.88KClosed |
N/A
|
0
$0
|
|
Q1 2020 | |||||||
Apr 29, 2020
Q1 2020
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.08MClosed |
N/A
|
0
$0
|
|
Apr 14, 2020
Q1 2020
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-206KClosed |
N/A
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-91.4KClosed |
N/A
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-33.9KClosed |
N/A
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Essex Savings Bank
|
SELL
|
- |
-10.6KClosed |
N/A
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-9.3KClosed |
N/A
|
0
$0
|
|
May 11, 2020
Q1 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-7.35KClosed |
N/A
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.88KClosed |
N/A
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-335Closed |
N/A
|
0
$0
|
|
Q4 2019 | |||||||
Jan 14, 2020
Q4 2019
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-38.3KClosed |
N/A
|
0
$0
|
|
Jan 31, 2020
Q4 2019
|
Andesa Financial Management Inc.
|
SELL
|
- |
-20KClosed |
N/A
|
0
$0
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-9.09KClosed |
N/A
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Us Bancorp \De\
|
SELL
|
- |
-1.03KClosed |
N/A
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-574KClosed |
N/A
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-532KClosed |
N/A
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-283KClosed |
N/A
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Plancorp, LLC
|
SELL
|
- |
-23.7KClosed |
N/A
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-4.1KClosed |
N/A
|
0
$0
|
|
Q2 2019 | |||||||
Aug 08, 2019
Q2 2019
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-47.6KClosed |
N/A
|
0
$0
|
|
Jul 24, 2019
Q2 2019
|
James Investment Research Inc
|
SELL
|
- |
-11.7KClosed |
N/A
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-3.69KClosed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
May 02, 2019
Q1 2019
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-4.5KClosed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-21.7KClosed |
N/A
|
0
$0
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-86.6KClosed |
N/A
|
0
$0
|
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-17.1KClosed |
N/A
|
0
$0
|