Who owns Managed Portfolio Ser tortoise wtr fd? Top stakeholders of TBLU according to 13F filings - stockzoa

Who owns Managed Portfolio Ser tortoise wtr fd?

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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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Top investors of Managed Portfolio Ser tortoise wtr stock

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
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