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 | 1.2M | $31M | 30% | Sep 2024 |
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| Bienville Capital Management | 338k | $8.6M | -14% | Sep 2024 |
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| Schechter Investment Advisors | 176k | $4.5M | 18% | Sep 2024 |
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| Black Swift Group | 126k | $3.2M | 117% | Sep 2024 |
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| Valeo Financial Advisors | 75k | $1.9M | 262% | Sep 2024 |
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| Centennial Wealth Advisory | 49k | $1.3M | 32% | Sep 2024 |
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| Jane Street | 43k | $1.1M | 2% | Sep 2024 |
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| Citigroup | 25k | $639k | 100% | Sep 2024 |
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| Citadel Advisors | 22k | $564k | 100% | Sep 2024 |
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| Knott David M Jr | 20k | $500k | 0% | Sep 2024 |
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| B.O.S.S. Retirement Advisors | 16k | $398k | 100% | Sep 2024 |
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| Authentikos Wealth Advisory | 15k | $381k | -24% | Sep 2024 |
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| Envestnet Asset Management | 14k | $357k | 42% | Sep 2024 |
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| Simplicity Wealth | 12k | $309k | 100% | Sep 2024 |
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| Sequoia Financial Advisors | 12k | $296k | 2% | Sep 2024 |
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| Branch Banking & Trust Company | 9.9k | $252k | 9% | Jun 2024 |
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| Elevated Capital Advisors | 9.0k | $230k | 100% | Sep 2024 |
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| Csenge Advisory Group | 8.0k | $204k | 100% | Sep 2024 |
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| Nordwand Advisors | 4.9k | $126k | 0% | Sep 2024 |
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| Pineridge Advisors | 1.5k | $37k | 25% | Sep 2024 |
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| Advisor Group Holdings | 522.00 | $13k | 68% | Sep 2024 |
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| Coppell Advisory Solutions | 307.00 | $7.8k | 0% | Sep 2024 |
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| Sunbelt Securities | 200.00 | $5.1k | 2% | Sep 2024 |
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| Plante Moran Financial Advisors | 78.00 | $2.0k | 100% | Sep 2024 |
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| Sterling Capital Management | 30.00 | $767.001000 | 100% | Sep 2024 |
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Who sold out of Series Portfolios Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Mid-American Wealth Advisory Group | Jun 2024 | 37k | $938k |
| Lloyd Advisory Services | Jun 2024 | 9.8k | $250k |
| Gradient Investments | Jun 2024 | 7.2k | $183k |
| Morgan Stanley | Mar 2024 | 5.2k | $131k |
| Royal Bank of Canada | Jun 2024 | 1.9k | $49k |
| Triad Wealth Partners | Jun 2024 | 789.00 | $20k |