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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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 |
|---|---|---|---|---|---|
| Morgan Stanley | 3.1M | $89M | 340% | Jun 2024 |
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| Arvest Trust Co N A | 2.0M | $59M | 1% | Jun 2024 |
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| Arvest Trust | 1.4M | $42M | 100% | Sep 2024 |
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| Magnus Financial Group | 824k | $26M | 2% | Sep 2024 |
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| Traphagen Investment Advisors | 751k | $24M | -2% | Sep 2024 |
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| Foster & Motley | 710k | $22M | 0% | Sep 2024 |
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| Atwood & Palmer | 643k | $20M | 1% | Sep 2024 |
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| Bank of America Corporation | 539k | $17M | 1% | Sep 2024 |
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| Arvest Investments | 431k | $14M | -36% | Sep 2024 |
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| Keudell/Morrison Wealth Management | 392k | $12M | -4% | Sep 2024 |
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| Busey Trust Company | 314k | $9.0M | -3% | Jun 2024 |
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| CWM | 290k | $9.1M | 10% | Sep 2024 |
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| Wells Fargo & Company | 287k | $9.0M | 13% | Sep 2024 |
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| Commonwealth Equity Services | 284k | $8.9M | 2% | Sep 2024 |
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| Triangle Securities Wealth Management | 265k | $7.6M | -1% | Jun 2024 |
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| HPM Partners | 254k | $8.0M | 0% | Sep 2024 |
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| Oxbow Advisors | 232k | $7.3M | -6% | Sep 2024 |
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| Edmonds Duncan Registered Investment Advisors | 229k | $7.2M | 4% | Sep 2024 |
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| Mariner Wealth Advisors | 229k | $7.2M | 0% | Sep 2024 |
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| Raymond James Financial Services Advisors | 153k | $4.8M | -33% | Sep 2024 |
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| Icon Wealth Advisors | 146k | $4.6M | -1% | Sep 2024 |
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| Parkside Financial Bank & Trust | 146k | $4.6M | 140% | Sep 2024 |
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| Financial Advisory Service | 134k | $4.2M | -3% | Sep 2024 |
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| Smith & Howard Wealth Management | 118k | $3.7M | -9% | Sep 2024 |
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| Janney Montgomery Scott | 113k | $3.6M | 5% | Sep 2024 |
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| Country Club Bank | 112k | $3.2M | -1% | Jun 2024 |
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| HBK Sorce Advisory | 111k | $3.5M | 0% | Sep 2024 |
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| Quad-Cities Investment Group | 101k | $3.2M | -5% | Sep 2024 |
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| LPL Financial | 99k | $3.1M | -1% | Sep 2024 |
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| Royal Bank of Canada | 99k | $3.1M | 3% | Sep 2024 |
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| Financial Partners Group | 88k | $2.7M | 1% | Sep 2024 |
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| HighTower Advisors | 82k | $2.4M | -13% | Jun 2024 |
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| Envestnet Asset Management | 76k | $2.4M | -7% | Sep 2024 |
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| XML Financial | 73k | $2.3M | -9% | Sep 2024 |
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| Bollard | 67k | $2.1M | 1% | Sep 2024 |
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| LexAurum Advisors | 67k | $2.1M | -7% | Sep 2024 |
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| Sanctuary Advisors | 64k | $2.3M | 13% | Sep 2024 |
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| Rockefeller Capital Management | 58k | $1.7M | 10% | Jun 2024 |
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| Financial Enhancement | 51k | $1.2M | -29% | Sep 2024 |
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| Stifel Financial | 50k | $1.4M | -4% | Jun 2024 |
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| Susquehanna International | 48k | $1.5M | 99% | Sep 2024 |
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| Sandy Spring Bank | 42k | $1.3M | -1% | Sep 2024 |
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| Fulcrum Equity Management | 42k | $1.3M | 100% | Sep 2024 |
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| Captrust Financial Advisors | 40k | $1.3M | 10% | Sep 2024 |
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| Jane Street | 40k | $1.2M | 100% | Sep 2024 |
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| Global Retirement Partners | 39k | $1.2M | -5% | Sep 2024 |
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| Regions Bank | 34k | $1.1M | -79% | Sep 2024 |
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| Capital Advisors | 32k | $990k | 0% | Sep 2024 |
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| Branch Banking & Trust Company | 29k | $821k | -4% | Jun 2024 |
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| Geneos Wealth Management | 27k | $786k | -12% | Jun 2024 |
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| Wesbanco Trust And Investments | 26k | $827k | 1% | Sep 2024 |
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| Mercer Global Advisors | 25k | $729k | -4% | Jun 2024 |
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| Diversify Wealth Management | 24k | $786k | 3% | Sep 2024 |
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| Objectivity Squared | 23k | $750k | -1% | Sep 2024 |
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| IFP Advisors | 23k | $667k | 2% | Jun 2024 |
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| Creative Planning | 22k | $689k | 0% | Sep 2024 |
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| Summit Wealth Partners | 22k | $686k | -1% | Sep 2024 |
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| WealthCare Investment Partners | 22k | $702k | -24% | Sep 2024 |
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| Flow Traders US | 19k | $592k | 100% | Sep 2024 |
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| Investment Partners Asset Management | 18k | $558k | 0% | Sep 2024 |
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| Northern Trust | 18k | $555k | -48% | Sep 2024 |
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| Atria Wealth Solutions | 18k | $552k | 0% | Sep 2024 |
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| Cetera Investment Advisers | 17k | $493k | 34% | Jun 2024 |
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| Stokes Capital Advisors | 14k | $444k | -9% | Sep 2024 |
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| Silverlake Wealth Management | 14k | $438k | 1% | Sep 2024 |
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| Diversify Advisory Services | 14k | $451k | 0% | Sep 2024 |
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| Wealthtrust Axiom | 13k | $363k | -24% | Jun 2024 |
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| Howard Financial Services | 11k | $338k | -6% | Sep 2024 |
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| Brian McDonald | 11k | $333k | -5% | Sep 2024 |
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| Leading Edge Financial Planning | 10k | $323k | 0% | Sep 2024 |
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| Stratos Wealth Partners | 9.8k | $306k | 100% | Sep 2024 |
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| Raymond James & Associates | 9.7k | $305k | -9% | Sep 2024 |
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| Private Portfolio Partners | 9.6k | $302k | 1% | Sep 2024 |
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| Legacy Capital Group California | 9.1k | $287k | 100% | Sep 2024 |
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| Strategies Wealth Advisors | 8.9k | $279k | 0% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 8.4k | $242k | -17% | Jun 2024 |
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| Palisades Hudson Asset Management | 7.0k | $221k | 100% | Sep 2024 |
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| Onyx Bridge Wealth Group | 6.9k | $216k | 100% | Sep 2024 |
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| Cambridge Investment Research Advisors | 6.8k | $213k | 100% | Sep 2024 |
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| MAI Wealth Advisors | 6.7k | $212k | 100% | Sep 2024 |
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| Umb Bank N A | 6.6k | $206k | 0% | Sep 2024 |
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| Hanson McClain Advisors | 6.0k | $187k | 0% | Sep 2024 |
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| Brown Brothers Harriman & Co. | 5.4k | $155k | 100% | Jun 2024 |
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| Evermay Wealth Management | 4.3k | $136k | 0% | Sep 2024 |
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| Blume Capital Management | 3.9k | $124k | 0% | Sep 2024 |
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| Citigroup | 3.6k | $114k | 0% | Sep 2024 |
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| Principal Securities | 3.5k | $110k | -4% | Sep 2024 |
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| Steward Partners Investment Advisory | 2.9k | $84k | 0% | Jun 2024 |
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| Valley National Advisers | 2.5k | $78k | 0% | Sep 2024 |
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| Pnc Financial Services | 1.2k | $38k | 0% | Sep 2024 |
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| Bank Of Oklahoma National Association / | 1.0k | $33k | 100% | Sep 2024 |
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| Jpmorgan Chase & Co | 931.00 | $29k | 0% | Sep 2024 |
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| Continuum Advisory | 883.00 | $31k | -46% | Sep 2024 |
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| Creative Financial Designs | 630.00 | $20k | 0% | Sep 2024 |
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| Householder Group Estate & Retirement Specialist | 625.00 | $19k | 0% | Sep 2024 |
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| Central Trust & Investment | 600.00 | $19k | 0% | Sep 2024 |
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| Princeton Global Asset Management | 530.00 | $17k | 100% | Sep 2024 |
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| Hm Payson & Co | 509.00 | $16k | 100% | Sep 2024 |
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| Salomon & Ludwin | 500.00 | $16k | 0% | Sep 2024 |
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| Farther Finance Advisors | 430.00 | $14k | -32% | Sep 2024 |
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| Advisor Group Holdings | 377.00 | $12k | 103% | Sep 2024 |
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| FTB Advisors | 285.00 | $8.9k | 0% | Sep 2024 |
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| Westside Investment Management | 279.00 | $8.8k | 0% | Sep 2024 |
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| Coppell Advisory Solutions | 200.00 | $6.3k | 0% | Sep 2024 |
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| Goss Wealth Management | 100.00 | $2.9k | 100% | Jun 2024 |
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| Salem Investment Counselors | 75.00 | $2.4k | 0% | Sep 2024 |
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| Transamerica Financial Advisors | 75.00 | $3.0k | -67% | Sep 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 |
|---|---|---|---|
| Eqis Capital Management | Jun 2024 | 7.0k | $201k |
| Mather Group | Jun 2024 | 5.1k | $142k |
| Koesten, Hirschmann & Crabtree | Jun 2024 | 1.9k | $53k |
| Northwestern Mutual Wealth Management Company | Jun 2024 | 709.00 | $20k |
| Putnam Fl Investment Management | Jun 2024 | 437.00 | $13k |
| Gilliland Jeter Wealth Management | Jun 2024 | 89.00 | $2.6k |