Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / TORTOISE GLOBAL
-
Total 13F shares
-
365,843
-
Share change
-
+35,326
-
Total reported value
-
$17,169,111
-
Price per share
-
$46.92
-
Number of holders
-
36
-
Value change
-
+$1,641,775
-
Number of buys
-
13
-
Number of sells
-
15
Institutional Holders of MANAGED PORTFOLIO SERIES - TORTOISE GLOBAL (TBLU) as of Q4 2024
As of 31 Dec 2024,
MANAGED PORTFOLIO SERIES - TORTOISE GLOBAL (TBLU) was held by
36 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
365,843 shares.
The largest 10 holders included
JANE STREET GROUP, LLC, WCG Wealth Advisors LLC, NATURAL INVESTMENTS, LLC, Equitable Holdings, Inc., Clayton Financial Group LLC, Colorado Capital Management, Inc., LPL Financial LLC, Phoenix Wealth Advisors, Mariner, LLC, and Harel Insurance Investments & Financial Services Ltd..
This page lists
36
institutional shareholders reporting positions in this security
for the Q4 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.