Purchases and Sales Made in Q4 2021 in Managed Portfolio Ser Tortoise (TPYP)
This table provides information about the institutional ownership of Managed Portfolio Ser Tortoise (TPYP) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Mar 08, 2022
Q4 2021
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
1.84MNew |
$39.3M - $44.1M
|
1.84M
$67.8M
|
|
|
Jun 17, 2024
Q4 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
903K+ 107.49% |
$19.3M - $21.6M
|
1.74M
$64.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
780K+ 106761.97% |
$16.7M - $18.7M
|
781K
$28.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
82.3K+ 50.48% |
$1.76M - $1.97M
|
245K
$9.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
52.7KNew |
$1.13M - $1.26M
|
52.7K
$1.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36.7K+ 49.66% |
$784K - $879K
|
111K
$4.07M
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
32.2K+ 5.94% |
$687K - $771K
|
575K
$21.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
30KNew |
$641K - $719K
|
30K
$1.11M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
22.9K+ 17.02% |
$488K - $547K
|
157K
$5.78M
|
|
|
Jan 27, 2022
Q4 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
17.7K+ 8.38% |
$379K - $425K
|
229K
$8.44M
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
15.7KNew |
$335K - $376K
|
15.7K
$578K
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
13.6K+ 7.85% |
$290K - $326K
|
187K
$6.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.1K+ 2.19% |
$279K - $313K
|
611K
$22.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.1K+ 2.22% |
$258K - $289K
|
556K
$20.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
10.2K+ 1.66% |
$218K - $245K
|
628K
$23.1M
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
10KNew |
$213K - $239K
|
10K
$368K
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
9.11K+ 8.84% |
$194K - $218K
|
112K
$4.13M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
8.97K+ 23.43% |
$191K - $215K
|
47.3K
$1.74M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
8.06K+ 41.85% |
$172K - $193K
|
27.3K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.7K+ 2.75% |
$164K - $184K
|
288K
$10.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
7.1K+ 5.38% |
$151K - $170K
|
139K
$5.11M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.09K+ 71.06% |
$151K - $170K
|
17.1K
$628K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
6.58KNew |
$140K - $157K
|
6.58K
$242K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.65KNew |
$99.2K - $111K
|
4.65K
$171K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
4.54KNew |
$96.9K - $109K
|
4.54K
$167K
|
|
|
Jan 25, 2022
Q4 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
4.11K+ 4.75% |
$87.7K - $98.4K
|
90.6K
$3.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.9K+ 6.45% |
$83.2K - $93.3K
|
64.3K
$2.37M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.18K+ 18.78% |
$67.9K - $76.1K
|
20.1K
$740K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.8K+ 3.76% |
$59.8K - $67.1K
|
77.3K
$2.84M
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.95K+ 1.98% |
$41.7K - $46.7K
|
101K
$3.71M
|
|
|
Jan 14, 2022
Q4 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.86K+ 0.9% |
$39.6K - $44.4K
|
209K
$7.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.74KNew |
$37.2K - $41.7K
|
1.74K
$64.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.5KNew |
$32K - $35.9K
|
1.5K
$55.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
1.1K+ 4.4% |
$23.5K - $26.3K
|
26.1K
$960K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
1.01K+ 67.56% |
$21.6K - $24.2K
|
2.51K
$92.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
1K+ 2.88% |
$21.3K - $23.9K
|
35.8K
$1.32M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
630New |
$13.4K - $15.1K
|
630
$23.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
399New |
$8.51K - $9.55K
|
399
$14.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
161+ 0.28% |
$3.44K - $3.85K
|
57.5K
$2.12M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
137+ 0.07% |
$2.92K - $3.28K
|
185K
$6.8M
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
86New |
$1.84K - $2.06K
|
86
$3.16K
|
|
|
Feb 14, 2022
Q4 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
33+ 2.75% |
$704 - $790
|
1.23K
$45.3K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
20+ 10.31% |
$427 - $479
|
214
$7.88K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-215- 0.73% |
$4.59K - $5.14K
|
29.1K
$1.07M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-250- 30.27% |
$5.34K - $5.98K
|
576
$21.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-250- 0.18% |
$5.34K - $5.98K
|
141K
$5.18M
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-271- 1.77% |
$5.78K - $6.49K
|
15K
$554K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-272- 1.78% |
$5.8K - $6.51K
|
15K
$554K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-385Closed |
$8.22K - $9.21K
|
0
$0
|