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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
113,910
shares
|
$4.01 Million
0.01% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
110,709
shares
|
$3.89 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
106,858
shares
|
$3.76 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
99,333
shares
|
$3.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
98,732
shares
|
$3.47 Million
0.0% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
97,144
shares
|
$3.42 Million
1.65% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
81,852
shares
|
$2.88 Million
0.0% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
75,922
shares
|
$2.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.31%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
71,450
shares
|
$2.51 Million
0.37% of portfolio
|
Q4 2024
Reduced 18.3%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
69,351
shares
|
$2.44 Million
0.22% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
68,388
shares
|
$2.41 Million
1.18% of portfolio
|
Q2 2024
New holding
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
66,886
shares
|
$2.35 Million
0.06% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
58,843
shares
|
$2.07 Million
0.36% of portfolio
|
Q4 2024
Added 14.83%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
58,683
shares
|
$2.06 Million
0.01% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
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 |
Nov 14, 2024 Q3 2024 |
49,648
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
47,597
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Added 99.39%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
42,131
shares
|
$1.48 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
41,679
shares
|
$1.47 Million
1.14% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
40,403
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 10.07%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
39,709
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
34,478
shares
|
$1.21 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.59%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
33,650
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2024
Reduced 78.61%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
31,564
shares
|
$1.11 Million
0.12% of portfolio
|
Q1 2024
Added 2.36%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
29,610
shares
|
$1.04 Million
0.08% of portfolio
|
Q4 2024
Added 23.18%
|