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 135 institutions that hold shares in the stock, with a total of 20.9 Million shares, which have been reported (via 13F filing form) to have a value of $730 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
218
shares
|
$7,601
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
208
shares
|
$7,252
0.0% of portfolio
|
Q4 2024
Reduced 44.83%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
200
shares
|
$6,973
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
105
shares
|
$3,661
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
100
shares
|
$3,486
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
75
shares
|
$2,615
0.0% of portfolio
|
Q3 2024
Reduced 66.81%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
75
shares
|
$2,615
0.0% of portfolio
|
Q4 2021
Reduced 88.95%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
36
shares
|
$1,255
0.0% of portfolio
|
Q1 2022
Reduced 40.98%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|