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 116 institutions that hold shares in the stock, with a total of 16.2 Million shares, which have been reported (via 13F filing form) to have a value of $571 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,207,283
shares
|
$113 Million
0.01% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
2,034,501
shares
|
$71.6 Million
3.87% of portfolio
|
Q2 2024
Added 0.55%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
1,351,790
shares
|
$47.5 Million
2.44% of portfolio
|
Q3 2024
Reduced 24.7%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
832,857
shares
|
$29.3 Million
2.82% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
737,000
shares
|
$25.9 Million
2.89% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
679,591
shares
|
$23.9 Million
1.51% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
657,312
shares
|
$23.1 Million
1.56% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
538,522
shares
|
$18.9 Million
0.0% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
431,077
shares
|
$15.2 Million
2.04% of portfolio
|
Q3 2024
Reduced 35.56%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
302,221
shares
|
$10.6 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
289,686
shares
|
$10.2 Million
0.04% of portfolio
|
Q3 2024
Added 9.87%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
287,301
shares
|
$10.1 Million
0.0% of portfolio
|
Q3 2024
Added 12.52%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
283,682
shares
|
$9.98 Million
0.01% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
268,930
shares
|
$9.46 Million
2.46% of portfolio
|
Q4 2024
Reduced 31.37%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
253,998
shares
|
$8.93 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
246,200
shares
|
$8.66 Million
2.24% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
240,327
shares
|
$8.45 Million
0.0% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Nov 01, 2024 Q3 2024 |
232,425
shares
|
$8.17 Million
0.82% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
229,188
shares
|
$8.06 Million
1.61% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
228,910
shares
|
$8.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
164,633
shares
|
$5.79 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
|
$5.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 33.49%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
145,479
shares
|
$5.12 Million
0.65% of portfolio
|
Q3 2024
Added 139.51%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
134,082
shares
|
$4.72 Million
0.36% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
118,059
shares
|
$4.15 Million
1.05% of portfolio
|
Q3 2024
Reduced 8.73%
|