Latest Institutional Sells 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 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
Nov 08, 2023 Q3 2023
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
SELL
 -
-1.52K
- 44.23%
$36.9K - $38.9K
1.91K $70.3K
Q2 2023
Jul 18, 2023 Q2 2023
Allworth Financial LP

SELL
 -
-589
- 8.98%
$13.9K - $14.7K
5.97K $220K
Q4 2022
Jan 19, 2023 Q4 2022
Evermay Wealth Management LLC

Arlington, VA
SELL
 -
-12
- 0.28%
$280 - $318
4.33K $159K
Q3 2022
Nov 15, 2022 Q3 2022
Blume Capital Management, Inc.

Berkeley, CA
SELL
 -
-350
- 8.15%
$8K - $9.57K
3.94K $145K
Q2 2022
Jul 13, 2022 Q2 2022
Rgt Wealth Advisors, LLC

SELL
 -
-8.03K
- 30.22%
$188K - $229K
18.6K $683K
Jul 28, 2022 Q2 2022
Avestar Capital, LLC

SELL
 -
-7.6K
Closed
$178K - $216K
0 $0
Q1 2022
May 02, 2022 Q1 2022
Next Capital Management LLC

SELL
 -
-13.7K
Closed
$308K - $366K
0 $0
May 05, 2022 Q1 2022
Capital Advisors Inc

SELL
 -
-10K
Closed
$225K - $267K
0 $0
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-1.74K
Closed
$39.2K - $46.6K
0 $0
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-1.5K
Closed
$33.8K - $40.1K
0 $0
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-576
Closed
$13K - $15.4K
0 $0
May 12, 2022 Q1 2022
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-138
- 64.49%
$3.11K - $3.69K
76 $2.8K
May 02, 2022 Q1 2022
Simplex Trading, LLC

SELL
 -
-86
Closed
$1.94K - $2.3K
0 $0
May 13, 2022 Q1 2022
Covington Capital Management

SELL
 -
-25
- 40.98%
$563 - $668
36 $1.32K
Q4 2021
Jan 31, 2022 Q4 2021
D.A. Davidson & Co.

SELL
 -
-9.25K
Closed
$197K - $221K
0 $0
Feb 16, 2022 Q4 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-2.45K
Closed
$52.3K - $58.6K
0 $0
Feb 15, 2022 Q4 2021
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-604
- 88.95%
$12.9K - $14.5K
75 $2.76K
Feb 14, 2022 Q4 2021
Barclays PLC

London, X0
SELL
 -
-385
Closed
$8.22K - $9.21K
0 $0
Q3 2021
Nov 15, 2021 Q3 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-25.8K
Closed
$539K - $590K
0 $0
Q2 2021
Aug 09, 2021 Q2 2021
Quadrant Capital Group LLC

Cincinnati, OH
SELL
 -
-2.36K
Closed
$48K - $56.4K
0 $0
Q1 2021
May 05, 2021 Q1 2021
Associated Banc Corp

Green Bay, WI
SELL
 -
-19.9K
Closed
$343K - $417K
0 $0
Q4 2020
Feb 10, 2021 Q4 2020
Oxford Financial Group LTD

Indianapolis, IN
SELL
 -
-26K
Closed
$386K - $490K
0 $0
Feb 16, 2021 Q4 2020
First Foundation Advisors

Irvine, CA
SELL
 -
-23.1K
Closed
$343K - $435K
0 $0
Jan 25, 2021 Q4 2020
Pb Mares Wealth Management LLC

SELL
 -
-15K
Closed
$222K - $282K
0 $0
Feb 08, 2021 Q4 2020
Flagship Harbor Advisors, LLC

SELL
 -
-6.05K
Closed
$89.9K - $114K
0 $0
Jan 27, 2021 Q4 2020
Lindbrook Capital, LLC

SELL
 -
-254
Closed
$3.77K - $4.79K
0 $0
Q3 2020
Dec 18, 2020 Q3 2020
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-43.7K
Closed
$651K - $784K
0 $0
Nov 09, 2020 Q3 2020
Synovus Financial Corp

Columbus, GA
SELL
 -
-2.27K
Closed
$33.8K - $40.6K
0 $0
Oct 23, 2020 Q3 2020
Patriot Investment Management Inc.

SELL
 -
-375
Closed
$5.58K - $6.72K
0 $0
Oct 09, 2020 Q3 2020
Braun Bostich & Associates Inc.

Canonsburg, PA
SELL
 -
-335
Closed
$4.99K - $6K
0 $0
Nov 02, 2020 Q3 2020
Private Advisor Group, LLC

SELL
 -
-185
Closed
$2.75K - $3.32K
0 $0
Q2 2020
Aug 05, 2020 Q2 2020
Evensky & Katz LLC

SELL
 -
-611K
Closed
$7.75M - $11.9M
0 $0
Aug 13, 2020 Q2 2020
Regentatlantic Capital LLC

Morristown, NJ
SELL
 -
-32.5K
Closed
$411K - $633K
0 $0
Aug 14, 2020 Q2 2020
Wetherby Asset Management Inc

San Francisco, CA
SELL
 -
-17.5K
Closed
$222K - $342K
0 $0
Aug 13, 2020 Q2 2020
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-3.88K
Closed
$49.2K - $75.7K
0 $0
Q1 2020
Apr 29, 2020 Q1 2020
Klingman & Associates, LLC

SELL
 -
-1.08M
Closed
$12.4M - $25.7M
0 $0
Apr 14, 2020 Q1 2020
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
SELL
 -
-206K
Closed
$2.38M - $4.91M
0 $0
Apr 09, 2020 Q1 2020
Simon Quick Advisors, LLC

SELL
 -
-91.4K
Closed
$1.06M - $2.18M
0 $0
May 13, 2020 Q1 2020
Veritable, L.P.

Newtown Square, PA
SELL
 -
-33.9K
Closed
$392K - $809K
0 $0
Apr 28, 2020 Q1 2020
Essex Savings Bank

SELL
 -
-10.6K
Closed
$122K - $252K
0 $0
May 06, 2020 Q1 2020
Fort Washington Investment Advisors Inc

SELL
 -
-9.3K
Closed
$108K - $222K
0 $0
May 11, 2020 Q1 2020
First Interstate Bank

Billings, MT
SELL
 -
-7.35K
Closed
$85K - $176K
0 $0
May 13, 2020 Q1 2020
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-2.88K
Closed
$33.3K - $68.7K
0 $0
May 07, 2020 Q1 2020
Anfield Capital Management, LLC

Newport Beach, CA
SELL
 -
-335
Closed
$3.88K - $8K
0 $0
Q4 2019
Jan 14, 2020 Q4 2019
Beirne Wealth Consulting Services, LLC

SELL
 -
-38.3K
Closed
$838K - $909K
0 $0
Jan 31, 2020 Q4 2019
Andesa Financial Management Inc.

SELL
 -
-20K
Closed
$437K - $475K
0 $0
Jan 15, 2020 Q4 2019
Kcs Wealth Advisory

SELL
 -
-9.09K
Closed
$199K - $216K
0 $0
Feb 04, 2020 Q4 2019
Us Bancorp \De\

SELL
 -
-1.03K
Closed
$22.6K - $24.5K
0 $0
Q3 2019
Nov 14, 2019 Q3 2019
Johnson Investment Counsel Inc

Cincinnati, OH
SELL
 -
-574K
Closed
$13.4M - $13.8M
0 $0

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