Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / TORTOISE GLOBAL
-
Total 13F shares
-
291,016
-
Share change
-
-39,053
-
Total reported value
-
$13,210,485
-
Price per share
-
$45.29
-
Number of holders
-
35
-
Value change
-
-$1,778,220
-
Number of buys
-
13
-
Number of sells
-
11
Institutional Holders of MANAGED PORTFOLIO SERIES - TORTOISE GLOBAL (TBLU) as of Q2 2024
As of 30 Jun 2024,
MANAGED PORTFOLIO SERIES - TORTOISE GLOBAL (TBLU) was held by
35 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
291,016 shares.
The largest 10 holders included
WCG Wealth Advisors LLC, Equitable Holdings, Inc., Colorado Capital Management, Inc., JANE STREET GROUP, LLC, Clayton Financial Group LLC, LPL Financial LLC, Phoenix Wealth Advisors, Orion Portfolio Solutions, LLC, Orion Porfolio Solutions, LLC, and Mariner, LLC.
This page lists
36
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.