Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / TORTOISE GLOBAL
-
Total 13F shares
-
378,191
-
Share change
-
+20,334
-
Total reported value
-
$17,891,757
-
Price per share
-
$47.32
-
Number of holders
-
35
-
Value change
-
+$998,974
-
Number of buys
-
19
-
Number of sells
-
16
Institutional Holders of MANAGED PORTFOLIO SERIES - TORTOISE GLOBAL (TBLU) as of Q1 2025
As of 31 Mar 2025,
MANAGED PORTFOLIO SERIES - TORTOISE GLOBAL (TBLU) was held by
35 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
378,191 shares.
The largest 10 holders included
JANE STREET GROUP, LLC, WCG Wealth Advisors LLC, NATURAL INVESTMENTS, LLC, Clayton Financial Group LLC, Phoenix Wealth Advisors, CWM, LLC, Mariner, LLC, LPL Financial LLC, Harel Insurance Investments & Financial Services Ltd., and Colorado Capital Management, Inc..
This page lists
35
institutional shareholders reporting positions in this security
for the Q1 2025 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.