Purchases and Sales Made in Q1 2023 in Managed Portfolio Ser Tortoise (TPYP)
This table provides information about the institutional ownership of Managed Portfolio Ser Tortoise (TPYP) during Q1 2023. The information is specifically focused on institutions that hold shares of MANAGED PORTFOLIO SER TORTOISE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
57+ 0.11% |
$1.31K - $1.47K
|
52K
$1.84M
|
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
45+ 0.3% |
$1.03K - $1.16K
|
15.2K
$538K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-161- 0.42% |
$3.7K - $4.15K
|
37.9K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-171- 55.52% |
$3.93K - $4.41K
|
137
$4.84K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-314- 0.15% |
$7.21K - $8.1K
|
209K
$7.4M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-449- 4.4% |
$10.3K - $11.6K
|
9.77K
$345K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-500- 1.93% |
$11.5K - $12.9K
|
25.4K
$898K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-750- 3.49% |
$17.2K - $19.3K
|
20.7K
$732K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-775- 2.6% |
$17.8K - $20K
|
29K
$1.03M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-963- 1.76% |
$22.1K - $24.8K
|
53.8K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.27K- 9.4% |
$29.2K - $32.8K
|
12.2K
$433K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.34K- 13.63% |
$30.8K - $34.6K
|
8.49K
$300K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.5K- 8.02% |
$34.4K - $38.7K
|
17.2K
$608K
|
|
|
Apr 12, 2023
Q1 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-2.19K- 6.26% |
$50.2K - $56.4K
|
32.8K
$1.16M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.36K- 2.73% |
$54.3K - $61K
|
84.2K
$2.98M
|
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-2.92K- 1.26% |
$67K - $75.3K
|
229K
$8.11M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-3.27K- 2.7% |
$75.1K - $84.4K
|
118K
$4.17M
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.93K- 3.1% |
$90.3K - $101K
|
123K
$4.35M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.79K- 15.16% |
$110K - $123K
|
26.8K
$947K
|
|
|
Apr 19, 2023
Q1 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-6.6K- 7.24% |
$152K - $170K
|
84.6K
$2.99M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.73K- 23.37% |
$201K - $225K
|
28.6K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9K- 4.05% |
$207K - $232K
|
213K
$7.54M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.6K- 22.02% |
$243K - $273K
|
37.5K
$1.32M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-14K- 9.23% |
$321K - $361K
|
138K
$4.86M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.8K- 15.55% |
$339K - $381K
|
80.2K
$2.83M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-15.1K- 42.77% |
$346K - $389K
|
20.2K
$714K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17.9K- 70.45% |
$410K - $461K
|
7.5K
$265K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-18.5K- 4.19% |
$425K - $477K
|
423K
$15M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-20.5K- 7.15% |
$472K - $530K
|
267K
$9.44M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-47.1K- 51.31% |
$1.08M - $1.21M
|
44.7K
$1.58M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-50.8K- 42.05% |
$1.17M - $1.31M
|
70K
$2.48M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-54.7K- 75.2% |
$1.26M - $1.41M
|
18K
$638K
|