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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
27,599
shares
|
$970,656
0.03% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
27,077
shares
|
$952,298
0.0% of portfolio
|
Q4 2024
Reduced 9.4%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
26,365
shares
|
$927,257
0.03% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
25,287
shares
|
$889,343
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Oct 08, 2024 Q3 2024 |
23,252
shares
|
$817,772
0.52% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
23,150
shares
|
$814,185
0.03% of portfolio
|
Q2 2024
Added 1.76%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
21,992
shares
|
$773,458
0.0% of portfolio
|
Q3 2024
Reduced 62.5%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
21,961
shares
|
$772,368
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
21,738
shares
|
$764,525
0.31% of portfolio
|
Q3 2024
Reduced 23.67%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
21,415
shares
|
$753,165
0.15% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
18,879
shares
|
$663,974
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
17,694
shares
|
$622,297
0.0% of portfolio
|
Q2 2024
Reduced 48.17%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
17,543
shares
|
$616,987
0.47% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
17,500
shares
|
$615,475
0.01% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
16,408
shares
|
$577,069
0.03% of portfolio
|
Q4 2023
Added 19.88%
|
|
|
Stokes Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
14,703
shares
|
$517,104
0.13% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
13,073
shares
|
$459,777
0.13% of portfolio
|
Q1 2024
Added 12.19%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
12,695
shares
|
$446,483
0.17% of portfolio
|
Q4 2024
Reduced 9.06%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
12,575
shares
|
$442,262
0.12% of portfolio
|
Q2 2024
Reduced 23.89%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
11,920
shares
|
$419,226
0.0% of portfolio
|
Q4 2024
Added 13.59%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
11,160
shares
|
$392,497
0.02% of portfolio
|
Q4 2024
Reduced 18.77%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
10,888
shares
|
$382,930
0.05% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
10,606
shares
|
$373,013
0.0% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
9,991
shares
|
$351,383
0.0% of portfolio
|
Q3 2024
Reduced 41.59%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,722
shares
|
$341,922
0.0% of portfolio
|
Q3 2024
Reduced 9.43%
|