Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / TORTOISE NRAM PI
-
Total 13F shares
-
151,204
-
Share change
-
-1,837
-
Total reported value
-
$3,922,234
-
Price per share
-
$25.94
-
Number of holders
-
2
-
Value change
-
-$47,652
-
Number of sells
-
1
Institutional Holders of MANAGED PORTFOLIO SERIES - TORTOISE NRAM PI (TPYP) as of Q4 2023
As of 31 Dec 2023,
MANAGED PORTFOLIO SERIES - TORTOISE NRAM PI (TPYP) was held by
2 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
151,204 shares.
The largest 10 holders included
ARVEST TRUST CO N A, TRAPHAGEN INVESTMENT ADVISORS LLC, BANK OF AMERICA CORP /DE/, Magnus Financial Group LLC, MORGAN STANLEY, ARVEST INVESTMENTS, INC., FOSTER & MOTLEY INC, ATWOOD & PALMER INC, Keudell/Morrison Wealth Management, and CWM, LLC.
This page lists
103
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.