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 57 institutions that hold shares in the stock, with a total of 9.7 Million shares, which have been reported (via 13F filing form) to have a value of $341 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,992,290
shares
|
$105 Million
0.01% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
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%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,360,834
shares
|
$47.9 Million
0.0% of portfolio
|
Q1 2025
Added 60.87%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
393,565
shares
|
$13.8 Million
0.0% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
393,060
shares
|
$13.8 Million
0.0% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
243,687
shares
|
$8.57 Million
0.0% of portfolio
|
Q1 2025
Added 143.29%
|
|
|
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%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
228,686
shares
|
$8.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
212,173
shares
|
$7.46 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
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%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
144,710
shares
|
$5.09 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
114,100
shares
|
$4.01 Million
0.36% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jul 30, 2025 Q2 2025 |
107,700
shares
|
$3.79 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
105,829
shares
|
$3.72 Million
1.17% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
56,490
shares
|
$1.99 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.39%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
52,028
shares
|
$1.83 Million
0.0% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
49,209
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
41,715
shares
|
$1.47 Million
0.07% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
36,466
shares
|
$1.28 Million
0.1% of portfolio
|
Q1 2025
Added 23.15%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
25,262
shares
|
$888,717
0.03% of portfolio
|
Q1 2025
Reduced 8.82%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
16,469
shares
|
$579,379
0.0% of portfolio
|
Q1 2025
Added 16369.0%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
16,408
shares
|
$577,233
0.03% of portfolio
|
Q4 2023
Added 19.88%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
13,073
shares
|
$459,908
0.13% of portfolio
|
Q1 2024
Added 12.19%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
13,002
shares
|
$457,410
0.18% of portfolio
|
Q1 2025
Added 2.42%
|