Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / TORTOISE GLOBAL
-
Total 13F shares
-
376,977
-
Share change
-
+58,623
-
Total reported value
-
$14,939,040
-
Price per share
-
$39.59
-
Number of holders
-
30
-
Value change
-
+$2,361,522
-
Number of buys
-
17
-
Number of sells
-
15
Institutional Holders of MANAGED PORTFOLIO SERIES - TORTOISE GLOBAL (TBLU) as of Q1 2023
As of 31 Mar 2023,
MANAGED PORTFOLIO SERIES - TORTOISE GLOBAL (TBLU) was held by
30 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
376,977 shares.
The largest 10 holders included
JANE STREET GROUP, LLC, WCG Wealth Advisors LLC, Royal Bank of Canada, LPL Financial LLC, BANK OF MONTREAL /CAN/, Raymond James Financial Services Advisors, Inc., Equitable Holdings, Inc., Orion Porfolio Solutions, LLC, Orion Portfolio Solutions, LLC, and Mariner, LLC.
This page lists
31
institutional shareholders reporting positions in this security
for the Q1 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.