Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / TORTOISE GLOBAL
-
Total 13F shares
-
372,916
-
Share change
-
-21,989
-
Total reported value
-
$15,364,916
-
Price per share
-
$41.20
-
Number of holders
-
28
-
Value change
-
-$899,629
-
Number of buys
-
15
-
Number of sells
-
14
Institutional Holders of MANAGED PORTFOLIO SERIES - TORTOISE GLOBAL (TBLU) as of Q2 2023
As of 30 Jun 2023,
MANAGED PORTFOLIO SERIES - TORTOISE GLOBAL (TBLU) was held by
28 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
372,916 shares.
The largest 10 holders included
JANE STREET GROUP, LLC, WCG Wealth Advisors LLC, Orion Porfolio Solutions, LLC, Orion Portfolio Solutions, LLC, Royal Bank of Canada, LPL Financial LLC, Colorado Capital Management, Inc., Equitable Holdings, Inc., Mariner, LLC, and Raymond James Financial Services Advisors, Inc..
This page lists
28
institutional shareholders reporting positions in this security
for the Q2 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.