Purchases and Sales Made in Q3 2024 in Managed Portfolio Ser Tortoise (TPYP)
This table provides information about the institutional ownership of Managed Portfolio Ser Tortoise (TPYP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
143K+ 5948.13% |
$4.1M - $4.58M
|
146K
$5.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
115K+ 3.73% |
$3.31M - $3.69M
|
3.21M
$118M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
84.7K+ 139.51% |
$2.43M - $2.71M
|
145K
$5.35M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
63.7KNew |
$1.83M - $2.04M
|
63.7K
$2.35M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
41.7KNew |
$1.2M - $1.33M
|
41.7K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
39.7KNew |
$1.14M - $1.27M
|
39.7K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32K+ 12.52% |
$917K - $1.02M
|
287K
$10.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
26K+ 9.87% |
$746K - $833K
|
290K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.7K+ 99.39% |
$680K - $759K
|
47.6K
$1.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
19K+ 2.36% |
$544K - $607K
|
824K
$30.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.9KNew |
$541K - $604K
|
18.9K
$695K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.76KNew |
$280K - $312K
|
9.76K
$359K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
9.75K+ 4.45% |
$280K - $312K
|
229K
$8.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
9.13KNew |
$262K - $292K
|
9.13K
$336K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
7.99K+ 1.26% |
$229K - $256K
|
643K
$23.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
7.04KNew |
$202K - $225K
|
7.04K
$259K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
6.89KNew |
$197K - $220K
|
6.89K
$253K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.79KNew |
$195K - $217K
|
6.79K
$250K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
6.74KNew |
$193K - $216K
|
6.74K
$248K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.76K+ 5.36% |
$165K - $184K
|
113K
$4.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.18K+ 0.97% |
$149K - $166K
|
539K
$19.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.93K+ 1.77% |
$141K - $158K
|
284K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.7K+ 10.07% |
$106K - $118K
|
40.4K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.61K+ 1.53% |
$104K - $116K
|
240K
$8.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.11K+ 3.25% |
$89.1K - $99.5K
|
98.7K
$3.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.1K+ 25.08% |
$60.3K - $67.3K
|
10.5K
$386K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.01K+ 0.28% |
$57.7K - $64.4K
|
709K
$26.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.41K+ 4.96% |
$40.5K - $45.2K
|
29.9K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.23K+ 2.14% |
$35.3K - $39.4K
|
58.7K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.07K+ 3.9% |
$30.5K - $34.1K
|
28.3K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.03KNew |
$29.4K - $32.8K
|
1.03K
$37.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
856+ 29.26% |
$24.6K - $27.4K
|
3.78K
$139K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
723+ 3.1% |
$20.7K - $23.1K
|
24K
$885K
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
717+ 1.08% |
$20.6K - $22.9K
|
66.9K
$2.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
530New |
$15.2K - $17K
|
530
$19.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
509New |
$14.6K - $16.3K
|
509
$18.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
452+ 0.52% |
$13K - $14.5K
|
87.5K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
292+ 0.36% |
$8.37K - $9.34K
|
81.9K
$3.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
200+ 0.76% |
$5.74K - $6.4K
|
26.4K
$970K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
171+ 1.24% |
$4.9K - $5.47K
|
14K
$514K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
86+ 0.9% |
$2.47K - $2.75K
|
9.63K
$354K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9+ 0.04% |
$258 - $288
|
22K
$808K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4+ 0.02% |
$115 - $128
|
25.3K
$931K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-56- 12.93% |
$1.61K - $1.79K
|
377
$13.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-68- 0.49% |
$1.95K - $2.18K
|
13.7K
$506K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-70- 0.39% |
$2.01K - $2.24K
|
17.8K
$654K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-101- 0.04% |
$2.9K - $3.23K
|
254K
$9.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-145- 3.99% |
$4.16K - $4.64K
|
3.49K
$128K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-151- 66.81% |
$4.33K - $4.83K
|
75
$2.76K
|