Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / TORTOISE GLOBAL
-
Total 13F shares
-
362,197
-
Share change
-
+72,492
-
Total reported value
-
$15,803,777
-
Price per share
-
$43.82
-
Number of holders
-
32
-
Value change
-
+$3,181,243
-
Number of buys
-
12
-
Number of sells
-
13
Institutional Holders of MANAGED PORTFOLIO SERIES - TORTOISE GLOBAL (TBLU) as of Q4 2023
As of 31 Dec 2023,
MANAGED PORTFOLIO SERIES - TORTOISE GLOBAL (TBLU) was held by
32 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
362,197 shares.
The largest 10 holders included
JANE STREET GROUP, LLC, WCG Wealth Advisors LLC, Colorado Capital Management, Inc., Equitable Holdings, Inc., Orion Portfolio Solutions, LLC, Orion Porfolio Solutions, LLC, LPL Financial LLC, Clayton Financial Group LLC, Mariner, LLC, and Mission Creek Capital Partners, Inc..
This page lists
32
institutional shareholders reporting positions in this security
for the Q4 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.