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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-840- 1.88% |
$19.8K - $22.2K
|
43.7K
$1.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-937- 24.26% |
$22.1K - $24.8K
|
2.93K
$103K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-972- 1.01% |
$22.9K - $25.7K
|
95K
$3.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.39K- 56.83% |
$32.8K - $36.8K
|
1.06K
$37.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.4K- 3.39% |
$33K - $37K
|
39.8K
$1.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.82K- 1.59% |
$42.8K - $48K
|
112K
$3.95M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.84K- 4.89% |
$43.3K - $48.6K
|
35.7K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.91K- 15.68% |
$45K - $50.5K
|
10.3K
$361K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.59K- 0.52% |
$84.7K - $95K
|
691K
$24.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.9K- 3.24% |
$92.1K - $103K
|
116K
$4.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-4.06K- 3.73% |
$95.8K - $107K
|
105K
$3.69M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.26K- 2.65% |
$100K - $113K
|
156K
$5.49M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-4.7K- 3.79% |
$111K - $124K
|
119K
$4.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-5.03K- 5.43% |
$119K - $133K
|
87.6K
$3.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-5.15K- 1.99% |
$121K - $136K
|
253K
$8.91M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-5.57K- 35.5% |
$131K - $147K
|
10.1K
$356K
|
|
|
Jan 12, 2024
Q4 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-6.48K- 28.89% |
$153K - $171K
|
16K
$561K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.46K- 48.4% |
$223K - $250K
|
10.1K
$355K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10.9K- 16.32% |
$257K - $289K
|
55.9K
$1.97M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-11.1K- 8.86% |
$261K - $293K
|
114K
$4M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-11.2K- 22.52% |
$264K - $296K
|
38.5K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.8K- 16.22% |
$278K - $312K
|
60.9K
$2.14M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14.8K- 31.36% |
$348K - $390K
|
32.3K
$1.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-15.9K- 21.24% |
$376K - $421K
|
59.1K
$2.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-18.3K- 23.67% |
$433K - $485K
|
59.1K
$2.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-24K- 11.84% |
$566K - $635K
|
179K
$6.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-24.1K- 13.2% |
$569K - $638K
|
158K
$5.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-30.9K- 10.28% |
$730K - $818K
|
270K
$9.49M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-31.9K- 1.6% |
$754K - $845K
|
1.97M
$69.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-76.6K- 19.05% |
$1.81M - $2.03M
|
325K
$11.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-329K- 50.79% |
$7.76M - $8.71M
|
319K
$11.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-371K- 62.12% |
$8.75M - $9.81M
|
226K
$7.95M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.35M- 75.99% |
$55.4M - $62.1M
|
742K
$26.1M
|