Who owns Managed Portfolio Ser tortoise nram pi?

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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
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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Magnus Financial Group 771k $19M 0% Sep 2023
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Morgan Stanley 731k $18M -5% Sep 2023
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Arvest Investments 699k $18M 100% Dec 2023
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Foster & Motley 691k $18M -1% Dec 2023
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Atwood & Palmer 607k $16M 0% Dec 2023
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Keudell/Morrison Wealth Management 399k $10M 38% Dec 2023
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CWM 325k $8.4M -19% Dec 2023
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Busey Trust Company 319k $8.3M -51% Dec 2023
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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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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 236k $6.1M 0% Dec 2023
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Raymond James Financial Services Advisors 226k $5.9M -62% Dec 2023
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Mariner Wealth Advisors 213k $5.5M 0% Dec 2023
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Regions Bank 179k $4.6M -12% Dec 2023
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Icon Wealth Partners 165k $4.0M -6% Sep 2023
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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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LPL Financial 124k $3.0M 38% Sep 2023
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Country Club Bank 119k $3.1M -4% Dec 2023
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HBK Sorce Advisory 116k $3.0M -3% Dec 2023
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Smith & Howard Wealth Management 114k $3.0M -9% Dec 2023
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Quad-Cities Investment Group 112k $3.0M -2% Dec 2023
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XML Financial 109k $2.7M -3% Sep 2023
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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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Envestnet Asset Management 73k $1.8M -10% Sep 2023
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LexAurum Advisors 68k $1.8M 3% Dec 2023
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Financial Enhancement 67k $1.7M 28% Dec 2023
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Bollard 64k $1.6M 1% Sep 2023
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Transamerica Financial Advisors 59k $1.5M -24% Dec 2023
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WealthCare Investment Partners 59k $1.6M -21% Dec 2023
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Rockefeller Capital Management 56k $1.5M -16% Dec 2023
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AlphaCore Capital 52k $1.3M 0% Sep 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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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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Global Retirement Partners 39k $993k -23% Dec 2023
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Susquehanna International 33k $811k 37% Sep 2023
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Geneos Wealth Management 32k $838k -31% Dec 2023
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Capital Advisors 31k $800k 3% Dec 2023
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Mercer Global Advisors 27k $699k 1% Dec 2023
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Wesbanco Trust And Investments 26k $669k -1% Dec 2023
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Objectivity Squared 23k $596k 100% Dec 2023
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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 $463k 100% Dec 2023
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Wealthtrust Axiom 17k $442k 3% Dec 2023
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Dfpg Investments 16k $432k 20% Dec 2023
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Stokes Capital Advisors 16k $414k -29% Dec 2023
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Jane Street 13k $344k 100% Dec 2023
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Leading Edge Financial Planning 13k $315k 0% Sep 2023
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Financial Network Investment Corporation 12k $298k -32% Sep 2023
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Eqis Capital Management 10k $254k -14% Sep 2023
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Howard Financial Services 10k $262k -35% Dec 2023
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Raymond James & Associates 10k $262k -48% Dec 2023
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Wealth Enhancement Advisory Services 10k $261k 0% Dec 2023
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Private Portfolio Partners 9.6k $250k -1% Dec 2023
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FirstPurpose Wealth 9.1k $222k 100% Sep 2023
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United Asset Strategies 8.8k $229k 100% Dec 2023
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Strategies Wealth Advisors 8.7k $225k 0% Dec 2023
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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 $171k 0% Dec 2023
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Hanson McClain Advisors 6.0k $155k 0% Dec 2023
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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 $64k 0% Dec 2023
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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 $16k 0% Dec 2023
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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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Brian McDonald 304.00 $7.4k 100% Sep 2023
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Westside Investment Management 279.00 $7.2k 0% Dec 2023
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BKM Wealth Management 245.00 $6.4k 100% Dec 2023
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Coppell Advisory Solutions 200.00 $5.2k 100% Dec 2023
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FMR 198.00 $4.8k -4% Sep 2023
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LM Advisors 151.00 $3.9k 100% Dec 2023
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FTB Advisors 141.00 $3.7k 3% Dec 2023
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Tucker Asset Management 128.00 $3.3k 2% Dec 2023
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Goss Wealth Management 120.00 $2.9k 100% Sep 2023
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Salem Investment Counselors 75.00 $2.0k 0% Dec 2023
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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
FDx Advisors Jun 2023 11k $265k
Flow Traders US Sep 2023 8.3k $203k
BlackRock Jun 2023 414.00 $10k
Capital Analysts Sep 2023 286.00 $7.0k