Institutional Ownership Managed Portfolio Ser Tortoise (TPYP)
This table provides information about the institutional ownership of Managed Portfolio Ser Tortoise (TPYP). We have compiled data on the 133 institutions that hold shares in the stock, with a total of 20.9 Million shares, which have been reported (via 13F filing form) to have a value of $730 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Feb 14, 2025 Q4 2024 |
3,847,500
shares
|
$134 Million
0.72% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,906,057
shares
|
$101 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.39%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
2,034,501
shares
|
$70.9 Million
3.87% of portfolio
|
Q2 2024
Added 0.55%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Feb 13, 2025 Q4 2024 |
1,350,689
shares
|
$47.1 Million
2.78% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
849,398
shares
|
$29.6 Million
3.09% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
845,896
shares
|
$29.5 Million
0.0% of portfolio
|
Q4 2024
Added 57.08%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
692,171
shares
|
$24.1 Million
3.3% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
679,591
shares
|
$23.7 Million
1.51% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
656,996
shares
|
$22.9 Million
1.69% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
421,932
shares
|
$14.7 Million
2.42% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
375,593
shares
|
$13.1 Million
0.0% of portfolio
|
Q4 2024
Added 56.28%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
373,075
shares
|
$13 Million
0.0% of portfolio
|
Q4 2024
Added 29.86%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
302,221
shares
|
$10.5 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
279,459
shares
|
$9.74 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
270,834
shares
|
$9.44 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
267,390
shares
|
$9.32 Million
2.34% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
249,337
shares
|
$8.69 Million
0.01% of portfolio
|
Q4 2024
Added 1035.36%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
244,436
shares
|
$8.52 Million
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
239,459
shares
|
$8.35 Million
2.34% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
230,517
shares
|
$8.04 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
229,188
shares
|
$7.99 Million
1.61% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
218,032
shares
|
$7.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
214,425
shares
|
$7.48 Million
0.99% of portfolio
|
Q1 2025
Reduced 7.54%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
164,633
shares
|
$5.74 Million
0.46% of portfolio
|
Q3 2023
Reduced 5.51%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
153,121
shares
|
$5.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 33.49%
|