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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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 |
|---|---|---|---|---|---|
| Jane Street | 45k | $2.1M | 189% | Dec 2024 |
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| WCG Wealth Advisors | 39k | $1.8M | 1% | Dec 2024 |
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| Natural Investments | 31k | $1.4M | 100% | Dec 2024 |
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| Equitable Holdings | 30k | $1.4M | -2% | Dec 2024 |
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| Clayton Financial Group | 21k | $962k | 0% | Dec 2024 |
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| Colorado Capital Management | 20k | $944k | -20% | Dec 2024 |
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| LPL Financial | 18k | $865k | -9% | Dec 2024 |
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| Phoenix Wealth Advisors | 18k | $855k | 0% | Dec 2024 |
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| Mariner Wealth Advisors | 16k | $741k | 0% | Dec 2024 |
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| Harel Insurance Investments & Financial Services | 15k | $725k | 100% | Dec 2024 |
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| Raymond James Financial | 13k | $607k | 100% | Dec 2024 |
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| Archer Investment Management | 13k | $597k | 100% | Dec 2024 |
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| Orion Portfolio Solutions | 11k | $492k | -31% | Dec 2024 |
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| Envestnet Asset Management | 10k | $483k | 100% | Dec 2024 |
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| Raymond James Financial Services Advisors | 9.5k | $475k | -1% | Sep 2024 |
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| Atlantic Trust | 8.4k | $390k | 0% | Dec 2024 |
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| Boston Financial Mangement | 8.0k | $375k | -2% | Dec 2024 |
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| Walkner Condon Financial Advisors | 7.8k | $368k | 3% | Dec 2024 |
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| Mission Creek Capital Partners | 6.4k | $301k | -1% | Dec 2024 |
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| Colony | 5.9k | $277k | 23% | Dec 2024 |
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| Cambridge Investment Research Advisors | 4.5k | $213k | 100% | Dec 2024 |
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| Proequities | 2.6k | $122M | -3% | Dec 2024 |
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| Morgan Stanley | 2.3k | $108k | 0% | Dec 2024 |
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| Advisor Group Holdings | 1.7k | $79k | 2% | Dec 2024 |
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| Summit Investment Advisors | 1.6k | $76k | -67% | Dec 2024 |
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| Key FInancial | 1.6k | $74k | 0% | Dec 2024 |
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| UBS Group | 1.4k | $68k | 43% | Dec 2024 |
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| North Star Investment Management | 1.3k | $62k | 0% | Dec 2024 |
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| Hazlett, Burt & Watson | 987.00 | $47k | 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 | $22k | 0% | Dec 2024 |
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| Oarsman Capital | 344.00 | $16k | 52% | Dec 2024 |
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| Parallel Advisors | 320.00 | $15k | 0% | Dec 2024 |
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| Royal Bank of Canada | 300.00 | $14k | 100% | Dec 2024 |
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| FMR | 136.00 | $6.4k | -8% | Dec 2024 |
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| Tradewinds Capital Management | 10.00 | $484.000000 | 0% | Dec 2024 |
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| Wells Fargo & Company | 1.00 | $38.000000 | 100% | Dec 2024 |
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Who sold out of Managed Portfolio Ser tortoise wtr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Virtu Financial | Sep 2024 | 5.5k | $275k |
| Nbc Securities | Sep 2024 | 730.00 | $36k |
| Us Bancorp | Sep 2024 | 79.00 | $4.0k |
| Hanson & Doremus Investment Management | Sep 2024 | 9.00 | $0 |