Who owns Managed Portfolio Ser tortoise wtr fd?
- Ticker: EBLU
- CUSIP Number: 56167n753
Tip: Access positions for across all investors
Analyze quarterly positions in Managed Portfolio Ser tortoise wtr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Managed Portfolio Ser tortoise wtr stock
Who bought or sold Managed Portfolio Ser tortoise wtr fd this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Jane Street | 65k | $2.8M | 777% | Dec 2023 |
|
| WCG Wealth Advisors | 33k | $1.5M | -5% | Dec 2023 |
|
| Colorado Capital Management | 33k | $1.5M | 11% | Mar 2024 |
|
| Orion Portfolio Solutions | 25k | $1.1M | 8% | Dec 2023 |
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| Phoenix Wealth Advisors | 18k | $853k | 100% | Mar 2024 |
|
| Clayton Financial Group | 16k | $709k | 100% | Dec 2023 |
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| Mariner Wealth Advisors | 16k | $692k | 0% | Dec 2023 |
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| Mission Creek Capital Partners | 13k | $569k | -2% | Dec 2023 |
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| Harel Insurance Investments & Financial Services | 13k | $566k | 100% | Dec 2023 |
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| Raymond James Financial Services Advisors | 10k | $476k | -8% | Mar 2024 |
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| Citadel Advisors | 9.0k | $396k | -18% | Dec 2023 |
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| Walkner Condon Financial Advisors | 8.5k | $397k | -21% | Mar 2024 |
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| Bank Of Montreal | 6.9k | $274k | 100% | Dec 2023 |
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| Colony | 4.8k | $210k | 100% | Dec 2023 |
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| Summit Investment Advisors | 2.7k | $120k | -2% | Dec 2023 |
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| Proequities | 2.6k | $113M | -18% | Dec 2023 |
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| Key FInancial | 1.6k | $69k | 0% | Dec 2023 |
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| Advisor Group Holdings | 1.4k | $63k | -37% | Dec 2023 |
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| North Star Investment Management | 1.3k | $58k | 0% | Dec 2023 |
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| UBS Group | 1.2k | $51k | 10% | Dec 2023 |
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| Hazlett, Burt & Watson | 978.00 | $39k | -13% | Dec 2023 |
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| Nbc Securities | 730.00 | $34k | 0% | Mar 2024 |
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| Royal Bank of Canada | 608.00 | $27k | 118% | Dec 2023 |
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| GPS Wealth Strategies Group | 474.00 | $21k | 0% | Dec 2023 |
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| Global Retirement Partners | 50.00 | $2.3k | 0% | Mar 2024 |
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| Tradewinds Capital Management | 10.00 | $479.000000 | 100% | Mar 2024 |
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| Hanson & Doremus Investment Management | 9.00 | $0 | -99% | Mar 2024 |
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| Wells Fargo & Company | 0 | $0 | -100% | Dec 2023 |
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