Purchases and Sales Made in Q4 2023 in Managed Portfolio Ser Tortoise (TPYP)
This table provides information about the institutional ownership of Managed Portfolio Ser Tortoise (TPYP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
699KNew |
$16.5M - $18.5M
|
699K
$24.6M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
584K+ 69.5% |
$13.8M - $15.4M
|
1.42M
$50.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
265K+ 2105.15% |
$6.25M - $7.01M
|
278K
$9.77M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
254KNew |
$5.99M - $6.72M
|
254K
$8.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
110K+ 38.34% |
$2.6M - $2.92M
|
398K
$14M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
80.3KNew |
$1.9M - $2.13M
|
80.3K
$2.83M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
40.9KNew |
$965K - $1.08M
|
40.9K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37K+ 3.23% |
$873K - $979K
|
1.18M
$41.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
23KNew |
$542K - $607K
|
23K
$808K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
17.8KNew |
$421K - $472K
|
17.8K
$628K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.7K+ 12.68% |
$370K - $415K
|
140K
$4.91M
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
14.6K+ 27.65% |
$344K - $386K
|
67.3K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.3KNew |
$313K - $351K
|
13.3K
$467K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.5K+ 1.57% |
$271K - $303K
|
742K
$26.1M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
8.82KNew |
$208K - $233K
|
8.82K
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.58K+ 22.87% |
$179K - $201K
|
40.7K
$1.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.93K+ 0.9% |
$163K - $183K
|
778K
$27.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.86K+ 2.11% |
$67.6K - $75.8K
|
139K
$4.88M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.72K+ 19.88% |
$64.2K - $72K
|
16.4K
$577K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
2.56K+ 28.18% |
$60.4K - $67.8K
|
11.7K
$410K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.28K+ 3.47% |
$53.7K - $60.2K
|
67.9K
$2.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.78K+ 3.61% |
$41.9K - $46.9K
|
51K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.69K+ 7.98% |
$39.8K - $44.6K
|
22.8K
$803K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.35K+ 0.51% |
$31.9K - $35.8K
|
265K
$9.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
1.35K+ 0.22% |
$31.8K - $35.7K
|
607K
$21.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.28KNew |
$30.2K - $33.9K
|
1.28K
$45.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.15K+ 3.06% |
$27.1K - $30.4K
|
38.7K
$1.36M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1K+ 3.35% |
$23.6K - $26.5K
|
30.8K
$1.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
859+ 4.43% |
$20.3K - $22.7K
|
20.2K
$712K
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
500+ 3.03% |
$11.8K - $13.2K
|
17K
$599K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
482+ 51.77% |
$11.4K - $12.7K
|
1.41K
$49.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
482+ 51.77% |
$11.4K - $12.7K
|
1.41K
$49.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
310+ 1.16% |
$7.31K - $8.2K
|
27K
$948K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
245New |
$5.78K - $6.48K
|
245
$8.62K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
200New |
$4.72K - $5.29K
|
200
$7.03K
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
172+ 0.07% |
$4.06K - $4.55K
|
236K
$8.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
151New |
$3.56K - $3.99K
|
151
$5.31K
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
132+ 1.02% |
$3.11K - $3.49K
|
13K
$458K
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$1.18K - $1.32K
|
50
$1.76K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 2.92% |
$94.4 - $106
|
141
$4.96K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3+ 2.4% |
$70.8 - $79.4
|
128
$4.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-8- 2.63% |
$189 - $212
|
296
$10.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-86- 0.89% |
$2.03K - $2.27K
|
9.62K
$338K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-158- 0.06% |
$3.73K - $4.18K
|
272K
$9.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-173- 3.88% |
$4.08K - $4.58K
|
4.29K
$151K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-241- 85.77% |
$5.69K - $6.37K
|
40
$1.41K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-250- 0.96% |
$5.9K - $6.61K
|
25.8K
$907K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-320- 3.84% |
$7.55K - $8.46K
|
8.01K
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-550- 0.26% |
$13K - $14.5K
|
213K
$7.49M
|