Who owns SERIES PORTFOLIOS TR?
- Ticker: CLOX
- CUSIP Number: 81752t486
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 |
|---|---|---|---|---|---|
| AE Wealth Management | 739k | $19M | 282% | Dec 2023 |
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| Jane Street | 208k | $5.3M | 1032% | Dec 2023 |
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| Bienville Capital Management | 147k | $3.7M | 100% | Dec 2023 |
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| Centennial Wealth Advisory | 36k | $911k | 4% | Mar 2024 |
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| B.O.S.S. Retirement Advisors | 29k | $744k | 100% | Dec 2023 |
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| Gts Securities | 28k | $719k | 100% | Dec 2023 |
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| Black Swift Group | 21k | $541k | -65% | Dec 2023 |
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| Valeo Financial Advisors | 21k | $528k | 0% | Mar 2024 |
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| Mid-American Wealth Advisory Group | 19k | $494k | 100% | Mar 2024 |
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| Schechter Investment Advisors | 19k | $481k | 100% | Dec 2023 |
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| Lloyd Advisory Services | 15k | $379k | 100% | Mar 2024 |
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| U.S. Capital Wealth Advisors | 9.3k | $235k | 100% | Dec 2023 |
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| Branch Banking & Trust Company | 8.6k | $217k | 100% | Dec 2023 |
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| Pineridge Advisors | 2.2k | $55k | 100% | Dec 2023 |
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| Oliver Lagore Vanvalin Investment Group | 348.00 | $8.8k | -73% | Dec 2023 |
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| UBS Group | 154.00 | $3.9k | 100% | Dec 2023 |
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| Global Wealth Management Investment Advisory | 59.00 | $1.5k | 100% | Dec 2023 |
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Who sold out of Series Portfolios Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bank of America Corporation | Sep 2023 | 200k | $5.1M |
| Royal Bank of Canada | Sep 2023 | 152k | $3.9M |
| Jpmorgan Chase & Co | Sep 2023 | 106k | $2.7M |
| Citigroup | Sep 2023 | 100k | $2.5M |