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 110 institutions that hold shares in the stock, with a total of 15.4 Million shares, which have been reported (via 13F filing form) to have a value of $480 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
3,091,956
shares
|
$96.6 Million
0.01% of portfolio
|
Q1 2024
Reduced 5.36%
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
2,034,501
shares
|
$63.6 Million
3.87% of portfolio
|
Q2 2024
Added 0.55%
|
|
Magnus Financial Group LLC
New York, NY |
Aug 01, 2024 Q2 2024 |
804,814
shares
|
$25.2 Million
2.63% of portfolio
|
Q2 2024
Added 2.15%
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2024 Q2 2024 |
764,297
shares
|
$23.9 Million
2.72% of portfolio
|
Q2 2024
Reduced 9.01%
|
|
Foster & Motley Inc
Cincinnati, OH |
Aug 02, 2024 Q2 2024 |
707,467
shares
|
$22.1 Million
1.4% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
Arvest Investments, Inc.
Rogers, AR |
Aug 08, 2024 Q2 2024 |
668,946
shares
|
$20.9 Million
3.09% of portfolio
|
Q2 2024
Reduced 4.4%
|
|
Atwood & Palmer Inc
|
Jul 10, 2024 Q2 2024 |
634,856
shares
|
$19.8 Million
1.4% of portfolio
|
Q2 2024
Added 0.95%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
533,344
shares
|
$16.7 Million
0.0% of portfolio
|
Q2 2024
Added 20.36%
|
|
Keudell
|
Jul 16, 2024 Q2 2024 |
407,336
shares
|
$12.7 Million
3.44% of portfolio
|
Q2 2024
Added 0.66%
|
|
Busey Wealth Management
|
Jul 23, 2024 Q2 2024 |
313,540
shares
|
$9.8 Million
0.31% of portfolio
|
Q2 2024
Reduced 2.56%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
278,756
shares
|
$8.71 Million
0.01% of portfolio
|
Q2 2024
Added 2.19%
|
|
Triangle Securities Wealth Management
|
Jul 10, 2024 Q2 2024 |
264,551
shares
|
$8.27 Million
2.19% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
263,665
shares
|
$8.24 Million
0.04% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
255,328
shares
|
$7.98 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.16%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
254,099
shares
|
$7.94 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Aug 06, 2024 Q2 2024 |
247,378
shares
|
$7.73 Million
0.95% of portfolio
|
Q2 2024
Reduced 4.2%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
236,714
shares
|
$7.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 9.26%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
230,235
shares
|
$7.19 Million
0.01% of portfolio
|
Q2 2024
Added 2.22%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
229,917
shares
|
$7.18 Million
0.01% of portfolio
|
Q2 2024
Added 7.61%
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
219,434
shares
|
$6.86 Million
1.54% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
164,633
shares
|
$5.14 Million
0.46% of portfolio
|
Q3 2023
Reduced 5.51%
|
|
Regions Financial Corp
|
Jul 31, 2024 Q2 2024 |
157,352
shares
|
$4.92 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.15%
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2024 Q2 2024 |
144,718
shares
|
$4.52 Million
0.36% of portfolio
|
Q2 2024
Reduced 1.3%
|
|
Financial Advisory Service, Inc.
|
Jul 29, 2024 Q2 2024 |
137,669
shares
|
$4.3 Million
0.36% of portfolio
|
Q2 2024
Reduced 1.49%
|
|
Smith & Howard Wealth Management, LLC
|
Jul 16, 2024 Q2 2024 |
129,349
shares
|
$4.04 Million
1.11% of portfolio
|
Q2 2024
Added 2.93%
|