Who owns Managed Portfolio Ser tortoise nram pi?
- Ticker: TPYP
- CUSIP Number: 56167n720
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Analyze quarterly positions in Managed Portfolio Ser tortoise nram pi with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Managed Portfolio Ser tortoise nram pi stock
Who bought or sold Managed Portfolio Ser tortoise nram pi this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Arvest Trust Co N A | 2.0M | $51M | -2% | Dec 2023 |
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| Magnus Financial Group | 788k | $22M | 2% | Mar 2024 |
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| Foster & Motley | 709k | $20M | 3% | Mar 2024 |
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| Morgan Stanley | 703k | $20M | -4% | Mar 2024 |
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| Arvest Investments | 700k | $20M | 0% | Mar 2024 |
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| Atwood & Palmer | 629k | $18M | 4% | Mar 2024 |
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| Bank of America Corporation | 443k | $12M | -63% | Mar 2024 |
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| Keudell/Morrison Wealth Management | 405k | $11M | 2% | Mar 2024 |
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| Busey Trust Company | 322k | $9.0M | 1% | Mar 2024 |
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| Wells Fargo & Company | 278k | $7.8M | 0% | Mar 2024 |
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| Commonwealth Equity Services | 273k | $7.6M | 1% | Mar 2024 |
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| CWM | 269k | $7.5M | -17% | Mar 2024 |
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| Triangle Securities Wealth Management | 265k | $6.9M | 1% | Dec 2023 |
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| UBS Group | 261k | $7.3M | -4% | Mar 2024 |
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| Oxbow Advisors | 258k | $7.2M | 2% | Mar 2024 |
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| HPM Partners | 256k | $7.2M | 1% | Mar 2024 |
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| Edmonds Duncan Registered Investment Advisors | 241k | $6.7M | 2% | Mar 2024 |
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| Raymond James Financial Services Advisors | 225k | $6.3M | 0% | Mar 2024 |
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| Mariner Wealth Advisors | 214k | $6.0M | 0% | Mar 2024 |
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| Regions Bank | 163k | $4.5M | -9% | Mar 2024 |
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| Icon Wealth Advisors | 147k | $4.1M | -7% | Mar 2024 |
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| Financial Advisory Service | 140k | $3.9M | -11% | Mar 2024 |
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| Royal Bank of Canada | 140k | $3.9M | 1% | Mar 2024 |
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| Smith & Howard Wealth Management | 126k | $3.5M | 10% | Mar 2024 |
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| Country Club Bank | 113k | $3.2M | -5% | Mar 2024 |
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| HBK Sorce Advisory | 111k | $3.1M | -5% | Mar 2024 |
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| Janney Montgomery Scott | 108k | $3.0M | 35% | Mar 2024 |
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| Quad-Cities Investment Group | 107k | $3.0M | -5% | Mar 2024 |
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| LPL Financial | 101k | $2.8M | -18% | Mar 2024 |
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| HighTower Advisors | 93k | $2.6M | -2% | Mar 2024 |
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| Susquehanna International | 91k | $2.5M | 173% | Mar 2024 |
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| Financial Partners Group | 88k | $2.5M | 1% | Mar 2024 |
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| XML Financial | 84k | $2.3M | -23% | Mar 2024 |
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| Envestnet Asset Management | 73k | $2.0M | 0% | Mar 2024 |
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| Jane Street | 71k | $2.0M | 433% | Mar 2024 |
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| Financial Enhancement | 69k | $1.9M | 3% | Mar 2024 |
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| LexAurum Advisors | 68k | $1.8M | 3% | Dec 2023 |
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| Bollard | 65k | $1.8M | 2% | Mar 2024 |
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| Rockefeller Capital Management | 56k | $1.5M | -16% | Dec 2023 |
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| Stifel Financial | 52k | $1.5M | 2% | Mar 2024 |
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| Parkside Financial Bank & Trust | 50k | $1.4M | 21% | Mar 2024 |
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| Global Retirement Partners | 41k | $1.1M | 6% | Mar 2024 |
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| Sandy Spring Bank | 39k | $1.1M | 1% | Mar 2024 |
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| WealthCare Investment Partners | 37k | $1.0M | -37% | Mar 2024 |
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| Captrust Financial Advisors | 36k | $1.0M | -9% | Mar 2024 |
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| Northern Trust | 34k | $955k | 100% | Mar 2024 |
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| Capital Advisors | 32k | $883k | 2% | Mar 2024 |
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| Geneos Wealth Management | 31k | $867k | -4% | Mar 2024 |
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| Branch Banking & Trust Company | 30k | $830k | -32% | Mar 2024 |
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| Mercer Global Advisors | 26k | $739k | -2% | Mar 2024 |
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| Wesbanco Trust And Investments | 26k | $723k | 0% | Mar 2024 |
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| Objectivity Squared | 23k | $642k | 1% | Mar 2024 |
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| Creative Planning | 22k | $614k | -4% | Mar 2024 |
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| IFP Advisors | 20k | $525k | 4% | Dec 2023 |
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| Diversify Advisory Services | 19k | $537k | 100% | Mar 2024 |
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| Investment Partners Asset Management | 18k | $499k | 0% | Mar 2024 |
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| Atria Wealth Solutions | 18k | $492k | -6% | Mar 2024 |
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| Wealthtrust Axiom | 17k | $462k | -3% | Mar 2024 |
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| Stokes Capital Advisors | 17k | $460k | 3% | Mar 2024 |
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| Dfpg Investments | 16k | $432k | 20% | Dec 2023 |
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| Gts Securities | 16k | $445k | 100% | Mar 2024 |
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| FirstPurpose Wealth | 13k | $360k | 12% | Mar 2024 |
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| Howard Financial Services | 12k | $328k | 16% | Mar 2024 |
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| Leading Edge Financial Planning | 10k | $288k | -20% | Mar 2024 |
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| Raymond James & Associates | 10k | $285k | 1% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 10k | $281k | 0% | Mar 2024 |
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| Flow Traders US | 9.9k | $276k | 100% | Mar 2024 |
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| Private Portfolio Partners | 9.7k | $272k | 1% | Mar 2024 |
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| Strategies Wealth Advisors | 8.9k | $249k | 2% | Mar 2024 |
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| Baird Financial | 8.3k | $216k | 0% | Dec 2023 |
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| Umb Bank N A | 6.6k | $184k | 0% | Mar 2024 |
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| Hanson McClain Advisors | 6.0k | $167k | 0% | Mar 2024 |
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| Mather Group | 5.1k | $132k | 100% | Mar 2024 |
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| Evermay Wealth Management | 4.3k | $113k | 0% | Dec 2023 |
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| Blume Capital Management | 3.9k | $110k | 0% | Mar 2024 |
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| Citigroup | 3.6k | $101k | 0% | Mar 2024 |
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| Principal Securities | 3.6k | $100k | 179% | Mar 2024 |
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| Steward Partners Investment Advisory | 2.9k | $82k | 0% | Mar 2024 |
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| Valley National Advisers | 2.5k | $70k | 0% | Mar 2024 |
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| Koesten, Hirschmann & Crabtree | 1.9k | $53k | 0% | Mar 2024 |
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| Continuum Advisory | 1.6k | $46k | 100% | Mar 2024 |
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| Pnc Financial Services | 1.2k | $34k | -48% | Mar 2024 |
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| Jpmorgan Chase & Co | 932.00 | $26k | -34% | Mar 2024 |
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| FMR | 880.00 | $25k | 344% | Mar 2024 |
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| Bank Of Montreal | 749.00 | $21k | 100% | Mar 2024 |
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| Farther Finance Advisors | 635.00 | $18k | 100% | Mar 2024 |
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| Creative Financial Designs | 630.00 | $18k | 0% | Mar 2024 |
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| Central Trust & Investment | 600.00 | $17k | 0% | Mar 2024 |
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| Salomon & Ludwin | 500.00 | $14k | 0% | Mar 2024 |
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| Brian McDonald | 286.00 | $8.0k | -6% | Mar 2024 |
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| Westside Investment Management | 279.00 | $7.8k | 0% | Mar 2024 |
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| Transamerica Financial Advisors | 226.00 | $7.0k | -100% | Mar 2024 |
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| Coppell Advisory Solutions | 200.00 | $5.2k | 100% | Dec 2023 |
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| Advisor Group Holdings | 186.00 | $5.2k | -82% | Mar 2024 |
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| FTB Advisors | 141.00 | $3.9k | 0% | Mar 2024 |
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| Tucker Asset Management | 128.00 | $3.3k | 2% | Dec 2023 |
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| Salem Investment Counselors | 75.00 | $2.1k | 0% | Mar 2024 |
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Who sold out of Managed Portfolio Ser tortoise nram pi?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| AlphaCore Capital | Sep 2023 | 52k | $1.3M |
| Eqis Capital Management | Sep 2023 | 10k | $254k |
| United Asset Strategies | Dec 2023 | 8.8k | $229k |
| WBI Investments | Dec 2023 | 8.0k | $208k |
| Brown Brothers Harriman & Co. | Dec 2023 | 4.3k | $111k |
| Huntington National Bank | Dec 2023 | 500.00 | $13k |
| Concord Wealth Partners | Dec 2023 | 421.00 | $11k |
| BKM Wealth Management | Dec 2023 | 245.00 | $6.4k |
| LM Advisors | Dec 2023 | 151.00 | $3.9k |
| Goss Wealth Management | Sep 2023 | 120.00 | $2.9k |