Who owns Managed Portfolio Ser tortoise wtr fd?
- Ticker: TBLU
- CUSIP Number: 56167n753
Tip: Access positions for across all investors
Analyze quarterly positions in Managed Portfolio Ser tortoise wtr with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Managed Portfolio Ser tortoise wtr fd this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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WCG Wealth Advisors | 38k | $1.9M | 0% | Sep 2024 |
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Clayton Financial Group | 21k | $1.0M | 7% | Sep 2024 |
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LPL Financial | 20k | $1.0M | 6% | Sep 2024 |
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Colorado Capital Management | 20k | $944k | -20% | Dec 2024 |
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Phoenix Wealth Advisors | 18k | $855k | 0% | Dec 2024 |
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Mariner Wealth Advisors | 16k | $792k | 0% | Sep 2024 |
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Jane Street | 15k | $772k | -22% | Sep 2024 |
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Orion Portfolio Solutions | 15k | $764k | 100% | Sep 2024 |
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Raymond James Financial Services Advisors | 9.5k | $475k | -1% | Sep 2024 |
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Atlantic Trust | 8.4k | $421k | 0% | Sep 2024 |
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Boston Financial Mangement | 8.1k | $407k | -7% | Sep 2024 |
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Walkner Condon Financial Advisors | 7.6k | $381k | -13% | Sep 2024 |
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Mission Creek Capital Partners | 6.4k | $323k | -4% | Sep 2024 |
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Virtu Financial | 5.5k | $275k | 100% | Sep 2024 |
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Summit Investment Advisors | 4.9k | $245k | 0% | Sep 2024 |
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Colony | 4.8k | $241k | -19% | Sep 2024 |
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Proequities | 2.6k | $131M | 5% | Sep 2024 |
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Advisor Group Holdings | 1.7k | $83k | 100% | Sep 2024 |
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Key FInancial | 1.6k | $79k | 0% | Sep 2024 |
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North Star Investment Management | 1.3k | $66k | 0% | Sep 2024 |
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Hazlett, Burt & Watson | 987.00 | $47k | 0% | Sep 2024 |
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Nbc Securities | 730.00 | $36k | 0% | Sep 2024 |
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WFA of San Diego | 686.00 | $34k | 100% | Sep 2024 |
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GPS Wealth Strategies Group | 474.00 | $24k | 0% | Sep 2024 |
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Parallel Advisors | 320.00 | $16k | 0% | Sep 2024 |
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Oarsman Capital | 227.00 | $11k | 100% | Sep 2024 |
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Us Bancorp | 79.00 | $4.0k | 0% | Sep 2024 |
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Tradewinds Capital Management | 10.00 | $517.000000 | 0% | Sep 2024 |
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Hanson & Doremus Investment Management | 9.00 | $0 | 0% | Sep 2024 |
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Who sold out of Managed Portfolio Ser tortoise wtr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Harel Insurance Investments & Financial Services | Jun 2024 | 14k | $626k |
Susquehanna International | Jun 2024 | 5.0k | $226k |
Royal Bank of Canada | Jun 2024 | 299.00 | $14k |