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 102 institutions that hold shares in the stock, with a total of 13.1 Million shares, which have been reported (via 13F filing form) to have a value of $376 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
5,080
shares
|
$146,456
0.0% of portfolio
|
Q1 2024
New holding
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 13, 2024 Q1 2024 |
4,330
shares
|
$124,833
0.02% of portfolio
|
Q4 2022
Reduced 0.28%
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 02, 2024 Q1 2024 |
3,944
shares
|
$113,705
0.03% of portfolio
|
Q3 2022
Reduced 8.15%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
3,626
shares
|
$104,537
0.0% of portfolio
|
Q3 2023
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
3,573
shares
|
$103,009
0.0% of portfolio
|
Q1 2024
Added 178.71%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
2,925
shares
|
$84,327
0.0% of portfolio
|
Q4 2023
Reduced 24.26%
|
|
Valley National Advisers Inc
|
Apr 19, 2024 Q1 2024 |
2,505
shares
|
$72,219
0.01% of portfolio
|
Q4 2021
Added 67.56%
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
May 22, 2024 Q1 2024 |
1,910
shares
|
$55,065
0.03% of portfolio
|
Q3 2023
Reduced 44.23%
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
1,627
shares
|
$46,906
0.01% of portfolio
|
Q1 2024
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
1,212
shares
|
$34,941
0.0% of portfolio
|
Q1 2024
Reduced 47.89%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
932
shares
|
$26,869
0.0% of portfolio
|
Q1 2024
Reduced 34.04%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
749
shares
|
$21,593
0.0% of portfolio
|
Q1 2024
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
635
shares
|
$18,307
0.0% of portfolio
|
Q1 2024
New holding
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
630
shares
|
$18,162
0.0% of portfolio
|
Q4 2021
New holding
|
|
Central Trust CO
Jefferson City, MO |
Apr 24, 2024 Q1 2024 |
600
shares
|
$17,298
0.0% of portfolio
|
Q1 2023
New holding
|
|
Salomon & Ludwin, LLC
|
May 02, 2024 Q1 2024 |
500
shares
|
$14,415
0.0% of portfolio
|
Q3 2023
New holding
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
286
shares
|
$8,245
0.0% of portfolio
|
Q1 2024
Reduced 3.38%
|
|
Westside Investment Management, Inc.
|
Apr 19, 2024 Q1 2024 |
279
shares
|
$8,043
0.0% of portfolio
|
Q1 2022
Added 0.36%
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 15, 2024 Q1 2024 |
226
shares
|
$6,515
0.0% of portfolio
|
Q1 2024
Reduced 99.62%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
200
shares
|
$5,766
0.0% of portfolio
|
Q4 2023
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
186
shares
|
$5,362
0.0% of portfolio
|
Q1 2024
Reduced 82.39%
|
|
First Horizon Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
141
shares
|
$4,065
0.0% of portfolio
|
Q4 2023
Added 2.92%
|
|
Tucker Asset Management LLC
Littleton, CO |
Mar 04, 2024 Q4 2023 |
128
shares
|
$3,690
0.0% of portfolio
|
Q4 2023
Added 2.4%
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 11, 2024 Q1 2024 |
75
shares
|
$2,162
0.0% of portfolio
|
Q4 2021
Reduced 88.95%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
36
shares
|
$1,037
0.0% of portfolio
|
Q1 2022
Reduced 40.98%
|