Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / TORTOISE NRAM PI
-
Total 13F shares
-
15,228,396
-
Share change
-
+2,251,738
-
Total reported value
-
$439,264,036
-
Price per share
-
$28.83
-
Number of holders
-
106
-
Value change
-
+$64,990,488
-
Number of buys
-
39
-
Number of sells
-
44
Institutional Holders of MANAGED PORTFOLIO SERIES - TORTOISE NRAM PI (TPYP) as of Q2 2024
As of 30 Jun 2024,
MANAGED PORTFOLIO SERIES - TORTOISE NRAM PI (TPYP) was held by
106 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
15,228,396 shares.
The largest 10 holders included
MORGAN STANLEY, ARVEST TRUST CO N A, Magnus Financial Group LLC, TRAPHAGEN INVESTMENT ADVISORS LLC, FOSTER & MOTLEY INC, ARVEST INVESTMENTS, INC., ATWOOD & PALMER INC, BANK OF AMERICA CORP /DE/, Keudell/Morrison Wealth Management, and Busey Bank.
This page lists
107
institutional shareholders reporting positions in this security
for the Q2 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.