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 |
|---|---|---|---|---|---|
| Busey Trust Company | 2.0M | $49M | 1% | Mar 2023 |
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| Arvest Trust Co N A | 2.0M | $48M | 2% | Mar 2023 |
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| Bank of America Corporation | 1.2M | $29M | 18% | Mar 2023 |
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| Magnus Financial Group | 767k | $19M | 1% | Mar 2023 |
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| Morgan Stanley | 732k | $18M | 100% | Dec 2022 |
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| Foster & Motley | 676k | $16M | 2% | Mar 2023 |
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| Atwood & Palmer | 598k | $15M | 1% | Mar 2023 |
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| Raymond James Financial Services Advisors | 575k | $14M | 3% | Mar 2023 |
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| CWM | 423k | $10M | -4% | Mar 2023 |
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| Keudell/Morrison Wealth Management | 301k | $7.3M | 7% | Mar 2023 |
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| Commonwealth Equity Services | 300k | $7.3M | 1% | Mar 2023 |
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| HBK Sorce Advisory | 300k | $7.4M | 57% | Dec 2022 |
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| UBS Group | 295k | $7.2M | 16% | Mar 2023 |
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| HPM Partners | 267k | $6.5M | -7% | Mar 2023 |
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| United Capital Financial Advisers | 259k | $6.4M | -3% | Dec 2022 |
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| Triangle Securities Wealth Management | 257k | $6.2M | 4% | Mar 2023 |
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| Oxbow Advisors | 253k | $6.1M | 2% | Mar 2023 |
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| Edmonds Duncan Registered Investment Advisors | 229k | $5.6M | -1% | Mar 2023 |
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| Mariner Wealth Advisors | 222k | $5.5M | 0% | Dec 2022 |
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| Regions Bank | 209k | $5.1M | 0% | Mar 2023 |
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| Icon Wealth Partners | 186k | $4.5M | 100% | Mar 2023 |
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| Icon Wealth Advisors | 183k | $4.5M | -1% | Dec 2022 |
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| Financial Advisory Service | 167k | $4.1M | 6% | Mar 2023 |
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| Country Club Bank | 138k | $3.3M | -9% | Mar 2023 |
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| Royal Bank of Canada | 135k | $3.3M | -8% | Dec 2022 |
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| Quad-Cities Investment Group | 123k | $3.0M | -3% | Mar 2023 |
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| XML Financial | 121k | $3.0M | -1% | Dec 2022 |
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| Smith & Howard Wealth Management | 121k | $2.9M | 8% | Mar 2023 |
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| HighTower Advisors | 104k | $2.5M | 122% | Mar 2023 |
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| Raymond James & Associates | 100k | $2.4M | 5% | Mar 2023 |
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| Sterneck Capital Management | 85k | $2.1M | -7% | Mar 2023 |
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| LPL Financial | 84k | $2.0M | -3% | Mar 2023 |
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| Envestnet Asset Management | 80k | $2.0M | -16% | Mar 2023 |
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| WealthCare Investment Partners | 71k | $1.7M | 66% | Mar 2023 |
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| Rockefeller Capital Management | 70k | $1.7M | 3% | Mar 2023 |
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| Fulcrum Equity Management | 70k | $1.7M | -42% | Mar 2023 |
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| Financial Partners Group | 68k | $1.7M | 2% | Dec 2022 |
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| Transamerica Financial Advisors | 68k | $1.6M | 2% | Mar 2023 |
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| LexAurum Advisors | 67k | $1.6M | 1% | Mar 2023 |
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| Bollard | 61k | $1.5M | 0% | Dec 2022 |
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| Global Retirement Partners | 54k | $1.3M | -2% | Mar 2023 |
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| Stifel Financial | 52k | $1.3M | 0% | Dec 2022 |
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| Financial Enhancement | 51k | $1.2M | 0% | Mar 2023 |
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| Branch Banking & Trust Company | 47k | $1.1M | 1% | Mar 2023 |
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| Flow Traders US | 45k | $1.1M | -51% | Mar 2023 |
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| Legacy Capital Group California | 42k | $1.0M | 100% | Mar 2023 |
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| Geneos Wealth Management | 38k | $911k | -22% | Mar 2023 |
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| Sandy Spring Bank | 37k | $900k | 2% | Mar 2023 |
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| Stokes Capital Advisors | 33k | $797k | -6% | Mar 2023 |
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| Financial Network Investment Corporation | 32k | $780k | 19% | Dec 2022 |
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| Capital Advisors | 29k | $705k | -3% | Mar 2023 |
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| Mercer Global Advisors | 29k | $696k | -23% | Mar 2023 |
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| United Asset Strategies | 27k | $668k | 4% | Mar 2023 |
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| Wesbanco Trust And Investments | 25k | $618k | -2% | Mar 2023 |
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| Wells Fargo & Company | 25k | $626k | -77% | Dec 2022 |
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| Wealthtrust Axiom | 21k | $504k | -3% | Mar 2023 |
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| Parkside Financial Bank & Trust | 20k | $491k | -43% | Mar 2023 |
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| Howard Financial Services | 19k | $461k | 0% | Mar 2023 |
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| Jpmorgan Chase & Co | 18k | $438k | -75% | Mar 2023 |
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| Atria Wealth Solutions | 17k | $418k | 100% | Mar 2023 |
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| Leading Edge Financial Planning | 15k | $370k | 0% | Mar 2023 |
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| American Trust | 15k | $373k | 9% | Mar 2023 |
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| IFP Advisors | 15k | $333k | 27% | Mar 2023 |
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| Creative Planning | 14k | $339k | 0% | Dec 2022 |
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| Belpointe Asset Management | 14k | $339k | 81% | Dec 2022 |
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| Eqis Capital Management | 14k | $334k | -18% | Dec 2022 |
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| FDx Advisors | 10k | $256k | 0% | Mar 2023 |
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| Private Portfolio Partners | 10k | $252k | -1% | Dec 2022 |
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| Susquehanna International | 9.9k | $240k | 100% | Mar 2023 |
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| Baird Financial | 9.2k | $227k | 0% | Dec 2022 |
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| Cetera Investment Advisers | 8.5k | $207k | -14% | Mar 2023 |
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| Umb Bank N A | 6.6k | $160k | 0% | Mar 2023 |
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| Hanson McClain Advisors | 6.6k | $160k | 0% | Mar 2023 |
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| Deutsche Bank Aktiengesellschaft | 4.6k | $113k | 0% | Mar 2023 |
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| Koesten, Hirschmann & Crabtree | 4.4k | $108k | 0% | Mar 2023 |
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| Evermay Wealth Management | 4.3k | $105k | 0% | Mar 2023 |
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| Brown Brothers Harriman & Co. | 4.3k | $104k | 100% | Mar 2023 |
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| Blume Capital Management | 3.9k | $96k | 0% | Mar 2023 |
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| Advisor Group Holdings | 3.2k | $79k | 10% | Mar 2023 |
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| Citigroup | 3.0k | $73k | 100% | Mar 2023 |
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| Chilton Capital Management | 3.0k | $72k | 100% | Mar 2023 |
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| Steward Partners Investment Advisory | 2.9k | $72k | 0% | Dec 2022 |
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| Valley National Advisers | 2.5k | $62k | 0% | Mar 2023 |
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| Pnc Financial Services | 1.2k | $30k | 0% | Dec 2022 |
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| Tandem Wealth Advisors | 696.00 | $17k | 100% | Dec 2022 |
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| Creative Financial Designs | 630.00 | $15k | 0% | Mar 2023 |
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| Central Trust & Investment | 600.00 | $15k | 100% | Mar 2023 |
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| Huntington National Bank | 500.00 | $12k | 100% | Mar 2023 |
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| Concord Wealth Partners | 421.00 | $10k | 0% | Mar 2023 |
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| FTB Advisors | 308.00 | $7.6k | 0% | Dec 2022 |
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| Northwestern Mutual Wealth Management Company | 301.00 | $7.4k | 100% | Dec 2022 |
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| Westside Investment Management | 279.00 | $6.8k | 0% | Mar 2023 |
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| FMR | 220.00 | $5.4k | 10% | Mar 2023 |
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| Accel Wealth Management | 210.00 | $5.1k | 0% | Mar 2023 |
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| Tucker Asset Management | 80.00 | $1.9k | 0% | Mar 2023 |
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| Bessemer | 76.00 | $2.0k | 0% | Mar 2023 |
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| Salem Investment Counselors | 75.00 | $1.8k | 0% | Mar 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 |
|---|---|---|---|
| Segment Wealth Management | Dec 2022 | 52k | $1.3M |
| Jane Street | Dec 2022 | 47k | $1.2M |
| Dana Investment Advisors | Dec 2022 | 18k | $446k |
| Goss Wealth Management | Dec 2022 | 2.7k | $66k |
| RWM Asset Management | Dec 2022 | 617.00 | $15k |