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 |
---|---|---|---|---|---|
Wesbanco Bank Inc
|
Jul 11, 2024 Q2 2024 |
26,165
shares
|
$817,656
0.03% of portfolio
|
Q2 2024
Added 1.26%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
25,283
shares
|
$790,093
0.0% of portfolio
|
Q2 2024
Reduced 4.31%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
23,871
shares
|
$745,968
0.0% of portfolio
|
Q2 2024
Reduced 73.62%
|
|
Objectivity Squared, LLC
Charleston, SC |
Jul 18, 2024 Q2 2024 |
23,567
shares
|
$736,468
0.53% of portfolio
|
Q2 2024
Added 1.14%
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 08, 2024 Q2 2024 |
23,315
shares
|
$728,593
0.08% of portfolio
|
Q2 2024
New holding
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
23,150
shares
|
$723,437
0.03% of portfolio
|
Q2 2024
Added 1.76%
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Sep 11, 2024 Q2 2024 |
22,083
shares
|
$690,093
0.13% of portfolio
|
Q2 2024
Reduced 31.51%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
21,952
shares
|
$686,000
0.0% of portfolio
|
Q2 2024
Added 0.04%
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 08, 2024 Q2 2024 |
17,843
shares
|
$557,593
0.46% of portfolio
|
Q4 2023
New holding
|
|
Northern Trust Corp
Chicago, IL |
Aug 14, 2024 Q2 2024 |
17,694
shares
|
$552,937
0.0% of portfolio
|
Q2 2024
Reduced 48.17%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
17,600
shares
|
$550,000
0.01% of portfolio
|
Q1 2024
Reduced 5.88%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
17,104
shares
|
$534,500
0.0% of portfolio
|
Q2 2024
Added 34.16%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
16,408
shares
|
$512,750
0.03% of portfolio
|
Q4 2023
Added 19.88%
|
|
Stokes Capital Advisors, LLC
|
Jul 19, 2024 Q2 2024 |
15,493
shares
|
$484,156
0.13% of portfolio
|
Q2 2024
Reduced 5.83%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jul 12, 2024 Q2 2024 |
13,807
shares
|
$431,468
0.02% of portfolio
|
Q2 2024
Reduced 28.5%
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 02, 2024 Q2 2024 |
13,789
shares
|
$430,906
0.16% of portfolio
|
Q2 2024
New holding
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
13,073
shares
|
$408,531
0.13% of portfolio
|
Q1 2024
Added 12.19%
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2024 Q2 2024 |
12,575
shares
|
$392,968
0.12% of portfolio
|
Q2 2024
Reduced 23.89%
|
|
Howard Financial Services, Ltd.
|
Jul 12, 2024 Q2 2024 |
11,430
shares
|
$357,187
0.05% of portfolio
|
Q2 2024
Reduced 2.53%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
11,193
shares
|
$349,781
0.0% of portfolio
|
Q2 2024
Added 3813.64%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
10,734
shares
|
$335,437
0.0% of portfolio
|
Q2 2024
Added 5.39%
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Aug 01, 2024 Q2 2024 |
10,284
shares
|
$321,375
0.12% of portfolio
|
Q1 2024
Reduced 21.08%
|
|
Private Portfolio Partners LLC
|
Aug 14, 2024 Q2 2024 |
9,540
shares
|
$298,125
0.23% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Jul 29, 2024 Q2 2024 |
8,895
shares
|
$277,968
0.04% of portfolio
|
Q1 2024
Added 2.36%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
8,390
shares
|
$262,187
0.0% of portfolio
|
Q2 2024
Reduced 16.52%
|