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 15, 2024 Q3 2024
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-744
- 45.73%
$21.3K - $23.8K
883 $30.8K
Nov 13, 2024 Q3 2024
Transamerica Financial Advisors, Inc.

Clearwater, FL
SELL
 -
-151
- 66.81%
$4.33K - $4.83K
75 $2.62K
Q1 2024
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-2.46K
- 23.93%
$62.2K - $68.7K
7.81K $272K
Apr 30, 2024 Q1 2024
Concord Wealth Partners

SELL
 -
-421
Closed
$10.7K - $11.8K
0 $0
Q4 2023
Feb 09, 2024 Q4 2023
Wbi Investments, Inc.

SELL
 -
-320
- 3.84%
$7.55K - $8.46K
8.01K $279K
Feb 06, 2024 Q4 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-241
- 85.77%
$5.69K - $6.37K
40 $1.39K
Q3 2023
Nov 14, 2023 Q3 2023
Icon Wealth Partners, LLC

SELL
 -
-9.61K
- 5.51%
$234K - $246K
165K $5.74M
Nov 08, 2023 Q3 2023
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
SELL
 -
-1.52K
- 44.23%
$36.9K - $38.9K
1.91K $66.6K
Q3 2022
Nov 15, 2022 Q3 2022
Blume Capital Management, Inc.

Berkeley, CA
SELL
 -
-350
- 8.15%
$8K - $9.57K
3.94K $138K
Q2 2022
Jul 13, 2022 Q2 2022
Rgt Wealth Advisors, LLC

SELL
 -
-8.03K
- 30.22%
$188K - $229K
18.6K $647K
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 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-1.5K
Closed
$33.8K - $40.1K
0 $0
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-1.32K
Closed
$29.7K - $35.2K
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 $2.65K
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 $1.26K
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 $2.62K
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
Feb 13, 2025 Q1 2021
Nfp Retirement, Inc.

Aliso Viejo, CA
SELL
 -
-33.6K
Closed
$578K - $702K
0 $0
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

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