Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / TORTOISE GLOBAL
-
Total 13F shares
-
350,195
-
Share change
-
-12,002
-
Total reported value
-
$16,358,735
-
Price per share
-
$46.72
-
Number of holders
-
33
-
Value change
-
-$532,477
-
Number of buys
-
12
-
Number of sells
-
14
Institutional Holders of MANAGED PORTFOLIO SERIES - TORTOISE GLOBAL (TBLU) as of Q1 2024
As of 31 Mar 2024,
MANAGED PORTFOLIO SERIES - TORTOISE GLOBAL (TBLU) was held by
33 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
350,195 shares.
The largest 10 holders included
JANE STREET GROUP, LLC, WCG Wealth Advisors LLC, Colorado Capital Management, Inc., Equitable Holdings, Inc., LPL Financial LLC, Orion Portfolio Solutions, LLC, Orion Porfolio Solutions, LLC, Clayton Financial Group LLC, Phoenix Wealth Advisors, and Mariner, LLC.
This page lists
33
institutional shareholders reporting positions in this security
for the Q1 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.