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Trust for Advised Portfolios
fund voting report
- Vote records reported
- 454year to 30 June 2024
- Against management
- 38.5%175 of 454 marked votes
- Say-on-pay support
- 44.8%for, of for + against + abstain
- Shareholder-proposal support
- 74.5%for, of for + against + abstain
foragainstabstain, withhold or otheramber tick: the portion cast against management
For the year to 30 June 2024, Trust for Advised Portfolios reported 454 vote records on Form N-PX. 175 of the 454 votes that were marked for or against management went against management: 38.5%, 31.8 percentage points above the median fund registrant (6.7%).
Weighted by the number of shares voted, the against-management share is 22.2%. The two figures differ when the votes against management fall on larger or smaller holdings than the rest.
On pay and on shareholder proposals: it voted for 44.8% of the section 14A say-on-pay items it reported (the median fund registrant: 91.2%) and it voted for 74.5% of the proposals put forward by security holders (the median fund registrant: 28.8%).
By category, votes against management were most frequent in OTHER SOCIAL ISSUES (65.5% of 29), AUDIT-RELATED (45.2% of 31) and SECTION 14A SAY-ON-PAY VOTES (38.1% of 42).
Compared with other filers
Each rate is defined once, in the methodology. The median is taken over 1,284 fund registrants with at least 25 vote records in the season.
| year to 30 June 2024 | This filer | Median fund registrant | All filers pooled |
|---|---|---|---|
| Against-management share | 38.5% | 6.7% | 10.2% |
| Say-on-pay support rate | 44.8% | 91.2% | 84.6% |
| Shareholder-proposal support rate | 74.5% | 28.8% | 37.0% |
| Shares on loan, share of shares held | 0.00% | 0.00% | 0.08% |
| Largest families, year to 30 June 2026 | Against management | Say-on-pay support | Shareholder-proposal support |
|---|---|---|---|
| Vanguard | 20.1% | 94.1% | 42.0% |
| BlackRock and iShares | 7.5% | 88.3% | 11.9% |
| Fidelity | 6.0% | 94.7% | 27.6% |
| Dimensional | 16.4% | 78.9% | 57.4% |
| State Street and SPDR | 16.9% | 77.1% | 50.4% |
Votes by category
Filers choose one or more categories for each vote, so a vote can appear in more than one row. Category names are printed as Form N-PX defines them.
| Category (as the form names it) | Votes | For | Against | Against management | Split |
|---|---|---|---|---|---|
| DIRECTOR ELECTIONS | 312 | 210 | 84 | 32.7% | |
| SECTION 14A SAY-ON-PAY VOTES | 42 | 13 | 16 | 38.1% | |
| AUDIT-RELATED | 31 | 17 | 14 | 45.2% | |
| SHAREHOLDER RIGHTS AND DEFENSES | 2 | 2 | 0 | 50.0% | |
| CAPITAL STRUCTURE | 8 | 7 | 1 | 12.5% | |
| COMPENSATION | 6 | 2 | 4 | 66.7% | |
| CORPORATE GOVERNANCE | 9 | 8 | 1 | 55.6% | |
| ENVIRONMENT OR CLIMATE | 9 | 7 | 2 | 77.8% | |
| HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE | 9 | 7 | 2 | 77.8% | |
| DIVERSITY, EQUITY, AND INCLUSION | 3 | 3 | 0 | 100.0% | |
| OTHER SOCIAL ISSUES | 29 | 19 | 10 | 65.5% |
By season
| Season | Vote records | Against management | Say-on-pay support | Shareholder-proposal support | Split |
|---|---|---|---|---|---|
| year to 30 June 2024 | 454 | 38.5% | 44.8% | 74.5% |
Only one season is on file for this entry so far. The structured Form N-PX began with the year to 30 June 2024.
Say-on-pay votes against management
Counting one say-on-pay item per company meeting, Trust for Advised Portfolios voted against management on 14 of the 27 it marked either way (51.9%) in the year to 30 June 2024.
- Cisco Systems, Inc. 6 Dec 2023
- The Procter & Gamble Company 10 Oct 2023
- Broadcom Inc. 22 Apr 2024
- Oracle Corporation 15 Nov 2023
- NIKE, Inc. 12 Sep 2023
- MEDTRONIC PLC 19 Oct 2023
- Eaton Corporation plc 24 Apr 2024
- Analog Devices, Inc. 13 Mar 2024
- Lam Research Corporation 7 Nov 2023
- Palo Alto Networks, Inc. 12 Dec 2023
- FedEx Corporation 21 Sep 2023
- The Estee Lauder Companies Inc. 17 Nov 2023
- Constellation Brands, Inc. 18 Jul 2023
- M&T Bank Corporation 16 Apr 2024
Shareholder proposals it supported
Of 42 proposals from security holders that could be told apart in the filings and on which it cast a vote, Trust for Advised Portfolios voted for 31 (73.8%). Titles are the most common wording among filers; where a wording could name a person, the SEC category is printed instead.
| Company | Meeting | Proposal |
|---|---|---|
| Microsoft Corporation | 7 Dec 2023 | Report on AI Misinformation and Disinformation |
| Microsoft Corporation | 7 Dec 2023 | S/H Proposal - Environmental |
| Microsoft Corporation | 7 Dec 2023 | Report on Data Operations in Human Rights Hotspots |
| Microsoft Corporation | 7 Dec 2023 | Report on Tax Transparency |
| Microsoft Corporation | 7 Dec 2023 | Report on Risks of Weapons Development |
| Apple Inc. | 28 Feb 2024 | A shareholder proposal entitled "Racial and Gender Pay Gaps" |
| Apple Inc. | 28 Feb 2024 | A shareholder proposal requesting a report on the use of Al |
| Cisco Systems, Inc. | 6 Dec 2023 | Stockholder Proposal - Approval to have Ciscos Board issue a tax transparency report in consideration of... |
| Eli Lilly and Company | 6 May 2024 | Shareholder proposal to adopt a comprehensive human rights policy |
| Eli Lilly and Company | 6 May 2024 | Shareholder proposal to report on effectiveness of the company's diversity, equity, and inclusion efforts. |
| Eli Lilly and Company | 6 May 2024 | Shareholder proposal to establish and report on a process by which the impact of extended patent... |
| Eli Lilly and Company | 6 May 2024 | Shareholder proposal to publish an annual report disclosing lobbying activities. |
| The Procter & Gamble Company | 10 Oct 2023 | Shareholder Proposal - Annual Report on Operations in China |
| The Procter & Gamble Company | 10 Oct 2023 | Shareholder Proposal - Civil Rights Audit of Reverse Discrimination |
| The Procter & Gamble Company | 10 Oct 2023 | Shareholder Proposal - Request to Require Shareholder Approval for Certain Future Amendments to Company... |
| Oracle Corporation | 15 Nov 2023 | Stockholder Proposal Regarding Pay Gap Report |
| Oracle Corporation | 15 Nov 2023 | Stockholder Proposal Regarding Independent Board Chairman |
| NIKE, Inc. | 12 Sep 2023 | To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure |
| NIKE, Inc. | 12 Sep 2023 | To consider a shareholder proposal regarding a Supply Chain Management Report |
| Intuit Inc. | 18 Jan 2024 | Environment or climate |
| Analog Devices, Inc. | 13 Mar 2024 | Shareholder proposal regarding simple majority voting |
| FedEx Corporation | 21 Sep 2023 | Environment or climate |
| FedEx Corporation | 21 Sep 2023 | Stockholder proposal regarding amendment to clawback policy. |
| FedEx Corporation | 21 Sep 2023 | Stockholder proposal regarding a "Just Transition" report. |
| FedEx Corporation | 21 Sep 2023 | Stockholder proposal regarding paid sick leave disclosure. |
| General Mills, Inc. | 26 Sep 2023 | Shareholder Proposal - Adopt a Shareholder Right to Call a Special Shareholder Meeting. |
| Truist Financial Corporation | 23 Apr 2024 | Shareholder proposal regarding an annual report on lobbying activities |
| Constellation Brands, Inc. | 18 Jul 2023 | Stockholder proposal on greenhouse gas emissions. |
| Cintas Corporation | 24 Oct 2023 | A shareholder proposal regarding managing climate risk through science-based targets and transition planning |
| Cintas Corporation | 24 Oct 2023 | A shareholder proposal regarding greater disclosure of material corporate diversity, equity and inclusion data |
| IQVIA Holdings Inc. | 16 Apr 2024 | If properly presented, a stockholder proposal concerning political spending. |
Shares on loan
Trust for Advised Portfolios reported no shares on loan for the year to 30 June 2024. Shares lent out at the record date cannot be voted by the lender, which is why Form N-PX asks for the figure. More on lending and votes.
Fund series in this filing
2 series reported votes. A vote record can list several series. Series with 500 or more vote records have their own page.
| Series | Vote records | Against management | Say-on-pay support | Shareholder-proposal support |
|---|---|---|---|---|
| 1919 Variable Socially Responsive Balanced Fund | 255 | 28.6% | 66.7% | 63.0% |
| Ziegler FAMCO Hedged Equity Fund | 199 | 51.3% | 9.1% | 87.5% |
The filings
These figures are read from the filer's own Form N-PX. If a vote on this page looks wrong, the filing is the record: a dispute about a filed vote is a matter for the filer, and an error in how this site read the filing is a matter for corrections.
- N-PX filed 3 Sep 2024 accession 0001438934-24-001943
- N-PX filed 3 Sep 2024 accession 0001438934-24-001945
- Every N-PX filing by this filer on EDGAR
Questions
How did Trust for Advised Portfolios vote on executive pay?
In the year to 30 June 2024 Trust for Advised Portfolios reported 29 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 13 were for (44.8%), 16 against and 0 abstentions. Counting one item per company meeting, it voted against management on 14 of the 27 say-on-pay items it marked either way.
How often does Trust for Advised Portfolios vote against management?
38.5% of the time in the year to 30 June 2024: 175 of the 454 votes it marked as for or against management. Form N-PX asks each filer to state, vote by vote, whether the vote was for or against management's recommendation; this figure counts those marks.
Did Trust for Advised Portfolios support shareholder proposals on climate?
In the category ENVIRONMENT OR CLIMATE it reported 9 votes on proposals from security holders in the year to 30 June 2024 and voted for 7 of them (77.8%). Across every category it voted for 74.5% of security-holder proposals. Filers choose the category for each vote, so the same proposal can sit in different categories in different filings.
Is this the result of the meetings?
No. Form N-PX shows how this filer voted the shares it held. It does not show how other shareholders voted or whether a proposal was approved. Companies report certified results separately, on Form 8-K.
Where does the data come from?
From the Form N-PX filings of this filer on the SEC's EDGAR system, read as filed. The SEC does not verify the contents. Amended filings (N-PX/A) replace the filings they amend. Data on this page runs through 30 Sep 2026.
Provenance: SEC EDGAR, Form N-PX and N-PX/A filings by Trust for Advised Portfolios (filer no. 1261788), read as filed and not verified by the SEC. Amended filings replace the filings they amend. Filings read through 30 Sep 2026; page built 1 Oct 2026.