Purchases and Sales Made in Q1 2024 in Managed Portfolio Ser Tortoise (TPYP)
This table provides information about the institutional ownership of Managed Portfolio Ser Tortoise (TPYP) during Q1 2024. 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 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
840KNew |
$21.3M - $23.5M
|
840K
$30.9M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
57.7K+ 2.93% |
$1.46M - $1.61M
|
2.02M
$74.5M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
57.5K+ 433.3% |
$1.46M - $1.61M
|
70.8K
$2.61M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
49.8K+ 122.2% |
$1.26M - $1.39M
|
90.5K
$3.33M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44.1K+ 46.07% |
$1.12M - $1.23M
|
140K
$5.14M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
34.1KNew |
$864K - $954K
|
34.1K
$1.26M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28K+ 34.84% |
$709K - $783K
|
108K
$3.99M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
21.5K+ 3.54% |
$544K - $601K
|
629K
$23.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
19.3KNew |
$489K - $540K
|
19.3K
$711K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
18.1K+ 2.62% |
$459K - $507K
|
709K
$26.1M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.9KNew |
$403K - $445K
|
15.9K
$586K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.7KNew |
$323K - $356K
|
12.7K
$469K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.9K+ 19.51% |
$301K - $332K
|
72.7K
$2.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
11.8K+ 10.38% |
$299K - $330K
|
126K
$4.62M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
10.4K+ 1.34% |
$263K - $291K
|
788K
$29M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.86KNew |
$250K - $276K
|
9.86K
$363K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8.75K+ 21.39% |
$222K - $245K
|
49.7K
$1.83M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
6.21K+ 1.56% |
$157K - $174K
|
405K
$14.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
5.11K+ 2.16% |
$129K - $143K
|
241K
$8.88M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.08KNew |
$129K - $142K
|
5.08K
$187K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.08K+ 7.47% |
$128K - $142K
|
73K
$2.69M
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
4.97K+ 1.96% |
$126K - $139K
|
258K
$9.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
2.91K+ 0.91% |
$73.7K - $81.4K
|
322K
$11.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.82K+ 1.04% |
$71.4K - $78.8K
|
273K
$10M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.51K+ 12.42% |
$63.6K - $70.3K
|
22.8K
$837K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.29K+ 178.71% |
$58K - $64.1K
|
3.57K
$131K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.25K+ 5.84% |
$56.9K - $62.8K
|
40.7K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.19K+ 0.86% |
$55.4K - $61.1K
|
256K
$9.43M
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2.05K+ 3.04% |
$51.9K - $57.3K
|
69.4K
$2.55M
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.84K+ 0.7% |
$46.7K - $51.6K
|
267K
$9.82M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.63KNew |
$41.2K - $45.5K
|
1.63K
$59.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.61K+ 15.94% |
$40.8K - $45.1K
|
11.7K
$432K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.51K+ 2.36% |
$38.3K - $42.2K
|
65.4K
$2.41M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
1.42K+ 12.19% |
$36K - $39.7K
|
13.1K
$481K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
931+ 1.83% |
$23.6K - $26K
|
51.9K
$1.91M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
833+ 0.95% |
$21.1K - $23.3K
|
88.4K
$3.25M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
806+ 0.58% |
$20.4K - $22.5K
|
140K
$5.14M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
758+ 0.36% |
$19.2K - $21.2K
|
214K
$7.86M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
749New |
$19K - $20.9K
|
749
$27.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
729+ 2.36% |
$18.5K - $20.4K
|
31.6K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
635New |
$16.1K - $17.8K
|
635
$23.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
630+ 0.09% |
$16K - $17.6K
|
700K
$25.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
495+ 3.1% |
$12.5K - $13.8K
|
16.5K
$605K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
345+ 0.89% |
$8.74K - $9.65K
|
39.1K
$1.44M
|
|
|
Apr 15, 2024
Q1 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
334+ 1.45% |
$8.46K - $9.34K
|
23.3K
$857K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
284+ 0.1% |
$7.19K - $7.94K
|
278K
$10.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
205+ 2.36% |
$5.19K - $5.73K
|
8.9K
$327K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
100+ 0.99% |
$2.53K - $2.8K
|
10.2K
$375K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
94+ 0.98% |
$2.38K - $2.63K
|
9.72K
$358K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
50+ 0.19% |
$1.27K - $1.4K
|
25.8K
$951K
|