Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / TORTOISE NRAM PI
-
Total 13F shares
-
13,023,307
-
Share change
-
-1,250,099
-
Total reported value
-
$364,049,820
-
Price per share
-
$27.96
-
Number of holders
-
99
-
Value change
-
-$34,807,761
-
Number of buys
-
48
-
Number of sells
-
42
Institutional Holders of MANAGED PORTFOLIO SERIES - TORTOISE NRAM PI (TPYP) as of Q1 2024
As of 31 Mar 2024,
MANAGED PORTFOLIO SERIES - TORTOISE NRAM PI (TPYP) was held by
99 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
13,023,307 shares.
The largest 10 holders included
ARVEST TRUST CO N A, TRAPHAGEN INVESTMENT ADVISORS LLC, Magnus Financial Group LLC, FOSTER & MOTLEY INC, MORGAN STANLEY, ARVEST INVESTMENTS, INC., ATWOOD & PALMER INC, BANK OF AMERICA CORP /DE/, Keudell/Morrison Wealth Management, and Busey Bank.
This page lists
99
institutional shareholders reporting positions in this security
for the Q1 2024 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.