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 |
---|---|---|---|---|---|
Country Club Bank
|
Jul 16, 2024 Q2 2024 |
112,053
shares
|
$3.5 Million
0.23% of portfolio
|
Q2 2024
Reduced 1.04%
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 08, 2024 Q2 2024 |
111,023
shares
|
$3.47 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
107,495
shares
|
$3.36 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 12, 2024 Q2 2024 |
106,075
shares
|
$3.31 Million
1.72% of portfolio
|
Q2 2024
Reduced 0.74%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
99,897
shares
|
$3.12 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
95,624
shares
|
$2.99 Million
0.0% of portfolio
|
Q2 2024
Reduced 31.54%
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 19, 2024 Q2 2024 |
87,004
shares
|
$2.72 Million
0.4% of portfolio
|
Q2 2024
Reduced 1.62%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
81,908
shares
|
$2.56 Million
0.0% of portfolio
|
Q2 2024
Added 12.62%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
81,560
shares
|
$2.55 Million
0.0% of portfolio
|
Q2 2024
Reduced 12.67%
|
|
Xml Financial, LLC
|
Jul 22, 2024 Q2 2024 |
79,977
shares
|
$2.5 Million
0.23% of portfolio
|
Q2 2024
Reduced 4.46%
|
|
Financial Enhancement Group LLC
Anderson, IN |
Aug 02, 2024 Q2 2024 |
72,626
shares
|
$2.27 Million
0.34% of portfolio
|
Q2 2024
Added 4.66%
|
|
Lex Aurum Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
71,846
shares
|
$2.25 Million
0.52% of portfolio
|
Q2 2024
Reduced 1.58%
|
|
Battery Global Advisors, LLC
Boston, MA |
Aug 14, 2024 Q2 2024 |
68,388
shares
|
$2.14 Million
1.26% of portfolio
|
Q2 2024
New holding
|
|
Bollard Group LLC
Boston, MA |
Aug 14, 2024 Q2 2024 |
66,169
shares
|
$2.07 Million
0.05% of portfolio
|
Q2 2024
Added 1.14%
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
60,739
shares
|
$1.9 Million
0.28% of portfolio
|
Q2 2024
Added 22.31%
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
58,646
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2024
Added 268.33%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
57,453
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2024
Added 10.08%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
50,053
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.61%
|
|
Sandy Spring Bank
|
Aug 06, 2024 Q2 2024 |
42,576
shares
|
$1.33 Million
0.05% of portfolio
|
Q2 2024
Added 8.97%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
41,248
shares
|
$1.29 Million
0.04% of portfolio
|
Q2 2024
Added 1.3%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
36,708
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2024
Added 0.97%
|
|
Capital Advisors, Ltd. LLC
|
Jul 25, 2024 Q2 2024 |
31,564
shares
|
$986,375
0.12% of portfolio
|
Q1 2024
Added 2.36%
|
|
Wealth Care Investment Partners, LLC
|
Jul 18, 2024 Q2 2024 |
28,479
shares
|
$889,968
0.4% of portfolio
|
Q2 2024
Reduced 23.92%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
28,473
shares
|
$889,781
0.0% of portfolio
|
Q2 2024
Reduced 4.07%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
27,276
shares
|
$852,375
0.04% of portfolio
|
Q2 2024
Reduced 12.0%
|