Who owns Managed Portfolio Ser tortoise nram pi?
- Ticker: TPYP
- CUSIP Number: 56167n720
Tip: Access positions for across all investors
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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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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Bank of America Corporation | 1.2M | $31M | -3% | Dec 2023 |
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Foster & Motley | 709k | $20M | 3% | 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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Keudell/Morrison Wealth Management | 399k | $10M | 38% | Dec 2023 |
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Busey Trust Company | 322k | $9.0M | 1% | Mar 2024 |
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Wells Fargo & Company | 278k | $7.2M | 2105% | Dec 2023 |
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UBS Group | 273k | $7.1M | 0% | Dec 2023 |
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Commonwealth Equity Services | 270k | $7.0M | -10% | Dec 2023 |
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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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HPM Partners | 254k | $6.6M | 100% | Dec 2023 |
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Oxbow Advisors | 253k | $6.6M | -2% | Dec 2023 |
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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 | 213k | $5.5M | 0% | Dec 2023 |
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Regions Bank | 163k | $4.5M | -9% | Mar 2024 |
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Icon Wealth Advisors | 159k | $4.1M | 100% | Dec 2023 |
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Financial Advisory Service | 156k | $4.1M | -3% | Dec 2023 |
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Royal Bank of Canada | 139k | $3.6M | 2% | Dec 2023 |
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Smith & Howard Wealth Management | 126k | $3.5M | 10% | Mar 2024 |
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HBK Sorce Advisory | 116k | $3.0M | -3% | Dec 2023 |
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Country Club Bank | 113k | $3.2M | -5% | Mar 2024 |
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Quad-Cities Investment Group | 107k | $3.0M | -5% | Mar 2024 |
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HighTower Advisors | 95k | $2.5M | -1% | Dec 2023 |
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Financial Partners Group | 88k | $2.3M | -5% | Dec 2023 |
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Janney Montgomery Scott | 80k | $2.1M | 100% | Dec 2023 |
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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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Transamerica Financial Advisors | 59k | $1.5M | -24% | Dec 2023 |
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Rockefeller Capital Management | 56k | $1.5M | -16% | Dec 2023 |
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Stifel Financial | 51k | $1.3M | 4% | Dec 2023 |
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Branch Banking & Trust Company | 44k | $1.1M | -2% | Dec 2023 |
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Parkside Financial Bank & Trust | 41k | $1.1M | 100% | Dec 2023 |
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Global Retirement Partners | 41k | $1.1M | 6% | Mar 2024 |
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Captrust Financial Advisors | 40k | $1.0M | -3% | Dec 2023 |
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Sandy Spring Bank | 39k | $1.0M | 3% | Dec 2023 |
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WealthCare Investment Partners | 37k | $1.0M | -37% | Mar 2024 |
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Geneos Wealth Management | 32k | $838k | -31% | Dec 2023 |
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Capital Advisors | 32k | $883k | 2% | Mar 2024 |
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Mercer Global Advisors | 27k | $699k | 1% | Dec 2023 |
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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 | 23k | $592k | 8% | Dec 2023 |
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IFP Advisors | 20k | $525k | 4% | Dec 2023 |
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Atria Wealth Solutions | 19k | $491k | 0% | Dec 2023 |
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Investment Partners Asset Management | 18k | $499k | 0% | Mar 2024 |
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Wealthtrust Axiom | 17k | $442k | 3% | Dec 2023 |
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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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Jane Street | 13k | $344k | 100% | Dec 2023 |
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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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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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Private Portfolio Partners | 9.6k | $250k | -1% | Dec 2023 |
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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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WBI Investments | 8.0k | $208k | -4% | 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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Brown Brothers Harriman & Co. | 4.3k | $111k | -4% | Dec 2023 |
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Blume Capital Management | 3.9k | $102k | 0% | Dec 2023 |
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Citigroup | 3.6k | $94k | 0% | Dec 2023 |
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Steward Partners Investment Advisory | 2.9k | $76k | -24% | Dec 2023 |
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Valley National Advisers | 2.5k | $70k | 0% | Mar 2024 |
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Pnc Financial Services | 2.3k | $60k | 0% | Dec 2023 |
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Koesten, Hirschmann & Crabtree | 1.9k | $50k | 0% | Dec 2023 |
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Jpmorgan Chase & Co | 1.4k | $37k | 52% | Dec 2023 |
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Principal Securities | 1.3k | $33k | 100% | Dec 2023 |
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Advisor Group Holdings | 1.1k | $27k | -57% | Dec 2023 |
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Creative Financial Designs | 630.00 | $16k | 0% | Dec 2023 |
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Central Trust & Investment | 600.00 | $17k | 0% | Mar 2024 |
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Huntington National Bank | 500.00 | $13k | 0% | Dec 2023 |
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Salomon & Ludwin | 500.00 | $12k | 0% | Dec 2023 |
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Concord Wealth Partners | 421.00 | $11k | 0% | Dec 2023 |
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Westside Investment Management | 279.00 | $7.8k | 0% | Mar 2024 |
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Coppell Advisory Solutions | 200.00 | $5.2k | 100% | Dec 2023 |
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LM Advisors | 151.00 | $3.9k | 100% | Dec 2023 |
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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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FNY Investment Advisers | 50.00 | $1.0k | 100% | Dec 2023 |
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Benjamin F. Edwards & Company | 40.00 | $1.0k | -86% | Dec 2023 |
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Who sold out of Managed Portfolio Ser tortoise nram pi?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
United Asset Strategies | Dec 2023 | 8.8k | $229k |
Flow Traders US | Sep 2023 | 8.3k | $203k |
Capital Analysts | Sep 2023 | 286.00 | $7.0k |
BKM Wealth Management | Dec 2023 | 245.00 | $6.4k |