Who owns SERIES PORTFOLIOS TR?
- Ticker: CLOZ
- CUSIP Number: 81752t528
Tip: Access positions for across all investors
Analyze quarterly positions in Series Portfolios Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Series Portfolios Tr stock
Who bought or sold SERIES PORTFOLIOS TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bienville Capital Management | 1.9M | $50M | 2% | Mar 2024 |
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| Guardian Financial Partners | 623k | $17M | 53% | Mar 2024 |
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| Schechter Investment Advisors | 587k | $16M | 83% | Mar 2024 |
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| AE Wealth Management | 568k | $15M | -21% | Mar 2024 |
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| Black Swift Group | 484k | $13M | 22% | Mar 2024 |
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| Gradient Investments | 184k | $4.9M | 17% | Mar 2024 |
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| Klr Investment Advisors | 123k | $3.3M | 100% | Mar 2024 |
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| Morgan Stanley | 119k | $3.2M | -60% | Mar 2024 |
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| Envestnet Asset Management | 77k | $2.1M | 100% | Mar 2024 |
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| Valeo Financial Advisors | 59k | $1.6M | 77% | Mar 2024 |
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| BI Asset Management Fondsmaeglerselskab A/S | 36k | $970k | 100% | Mar 2024 |
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| Centennial Wealth Advisory | 36k | $954k | 3% | Mar 2024 |
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| Nordwand Advisors | 23k | $606k | 100% | Mar 2024 |
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| Mid-American Wealth Advisory Group | 19k | $510k | 100% | Mar 2024 |
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| UBS Group | 14k | $361k | 100% | Mar 2024 |
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| Belpointe Asset Management | 12k | $330k | 100% | Mar 2024 |
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| Wright Fund Managment | 9.0k | $240k | 0% | Mar 2024 |
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| Branch Banking & Trust Company | 8.7k | $234k | 5% | Mar 2024 |
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| Evoke Wealth | 8.7k | $233k | -19% | Mar 2024 |
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| Authentikos Wealth Advisory | 8.1k | $217k | 100% | Mar 2024 |
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| Pineridge Advisors | 1.3k | $35k | -36% | Mar 2024 |
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| Royal Bank of Canada | 300.00 | $8.0k | 100% | Mar 2024 |
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| Advisor Group Holdings | 299.00 | $8.0k | 100% | Mar 2024 |
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Who sold out of Series Portfolios Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| B.O.S.S. Retirement Advisors | Dec 2023 | 28k | $743k |
| Flow Traders US | Dec 2023 | 28k | $732k |
| Advanced Research Investment Solutions | Sep 2023 | 8.5k | $223k |
| Oliver Lagore Vanvalin Investment Group | Dec 2023 | 408.00 | $11k |