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 |
|---|---|---|---|---|---|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
9,657
shares
|
$339,636
0.11% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
9,626
shares
|
$338,546
0.06% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
9,133
shares
|
$321,207
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
8,895
shares
|
$312,837
0.04% of portfolio
|
Q1 2024
Added 2.36%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
7,391
shares
|
$259,941
0.04% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Oct 29, 2024 Q3 2024 |
7,042
shares
|
$247,667
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
6,787
shares
|
$238,698
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
6,741
shares
|
$237,080
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
6,575
shares
|
$231,242
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jan 07, 2025 Q4 2024 |
6,300
shares
|
$221,571
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
6,135
shares
|
$215,767
0.0% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
4,422
shares
|
$155,521
0.0% of portfolio
|
Q3 2024
Reduced 46.86%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
3,944
shares
|
$138,710
0.03% of portfolio
|
Q3 2022
Reduced 8.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,781
shares
|
$132,977
0.0% of portfolio
|
Q3 2024
Added 29.26%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
3,660
shares
|
$128,722
0.02% of portfolio
|
Q4 2024
Reduced 15.47%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
3,626
shares
|
$127,526
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
3,463
shares
|
$121,793
0.0% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
3,189
shares
|
$112,157
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
2,505
shares
|
$88,100
0.02% of portfolio
|
Q4 2021
Added 67.56%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
2,406
shares
|
$84,619
0.0% of portfolio
|
Q3 2024
Added 5948.13%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,212
shares
|
$42,626
0.0% of portfolio
|
Q1 2024
Reduced 47.89%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
1,025
shares
|
$36,049
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
931
shares
|
$32,743
0.0% of portfolio
|
Q1 2024
Added 0.11%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
883
shares
|
$31,055
0.0% of portfolio
|
Q3 2024
Reduced 45.73%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
630
shares
|
$22,157
0.0% of portfolio
|
Q4 2021
New holding
|