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 |
|---|---|---|---|---|---|
| Security Benefit Life Insurance | 2.3M | $58M | 0% | Sep 2025 |
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| Ball & Co Wealth Management | 262k | $6.7M | 1% | Sep 2025 |
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| Carmel Capital Partners | 173k | $4.4M | 100% | Sep 2025 |
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| Black Swift Group | 138k | $3.5M | -26% | Sep 2025 |
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| Copia Wealth Management | 123k | $3.1M | 74% | Sep 2025 |
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| SRS Capital Advisors | 120k | $3.1M | -12% | Sep 2025 |
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| Royal Bank of Canada | 118k | $3.0M | 242% | Sep 2025 |
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| WMG Financial Advisors | 78k | $2.0M | 33% | Sep 2025 |
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| Inspire Advisors | 65k | $1.7M | 433% | Sep 2025 |
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| WESPAC Advisors | 54k | $1.4M | 16% | Sep 2025 |
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| Valeo Financial Advisors | 50k | $1.3M | 0% | Sep 2025 |
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| Old Mission Capital | 42k | $1.1M | 100% | Sep 2025 |
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| Citadel Advisors | 34k | $873k | 100% | Sep 2025 |
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| Griffin Asset Management | 33k | $847k | -2% | Sep 2025 |
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| Fortis Group Advisors | 32k | $828k | 16% | Sep 2025 |
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| Goldman Sachs Group | 30k | $756k | 100% | Sep 2025 |
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| J.w. Cole Advisors | 30k | $756k | 13% | Sep 2025 |
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| National Asset Management | 29k | $737k | -1% | Sep 2025 |
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| HighTower Advisors | 26k | $671k | 38% | Sep 2025 |
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| Tower Research Capital | 24k | $601k | -81% | Sep 2025 |
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| Jane Street | 19k | $497k | 34% | Sep 2025 |
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| Prostatis Group | 17k | $423k | 84% | Sep 2025 |
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| Strait & Sound Wealth Management | 16k | $406k | 4% | Sep 2025 |
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| Goss Wealth Management | 15k | $395k | 93% | Sep 2025 |
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| Silverleafe Capital Partners | 13k | $333k | -34% | Sep 2025 |
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| Sequoia Financial Advisors | 12k | $313k | 1% | Sep 2025 |
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| Koshinski Asset Management | 12k | $313k | -7% | Sep 2025 |
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| Primoris Wealth Advisors | 11k | $288k | 100% | Sep 2025 |
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| Keudell/Morrison Wealth Management | 11k | $268k | 100% | Jun 2025 |
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| Drive Wealth Management | 10k | $256k | 100% | Sep 2025 |
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| Rockport Wealth | 9.4k | $242k | 100% | Sep 2025 |
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| CWM | 4.6k | $117k | 100% | Sep 2025 |
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| Sontag Advisory | 2.7k | $70k | 100% | Sep 2025 |
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| AE Wealth Management | 1.8k | $45k | -27% | Sep 2025 |
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| Cedar Wealth Management | 1.6k | $40k | 100% | Sep 2025 |
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| Brian McDonald | 1.5k | $38k | 0% | Sep 2025 |
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| Harbour Investments | 1.3k | $32k | 0% | Sep 2025 |
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| Steward Partners Investment Advisory | 1.0k | $26k | 0% | Sep 2025 |
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| UBS Group | 760.00 | $19k | -44% | Sep 2025 |
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| Capital A Wealth Management | 400.00 | $10k | 2977% | Jun 2025 |
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| Global Retirement Partners | 271.00 | $6.9k | 0% | Sep 2025 |
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| Pineridge Advisors | 259.00 | $6.6k | -15% | Sep 2025 |
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| Rossby Financial, LCC | 128.00 | $3.3k | 0% | Sep 2025 |
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| Quest 10 Wealth Builders | 94.00 | $2.4k | 0% | Sep 2025 |
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| New Millennium Group | 49.00 | $1.3k | 0% | Sep 2025 |
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| Spurstone Advisory Services | 13.00 | $332.000500 | 0% | Sep 2025 |
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Who sold out of Series Portfolios Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Elequin Capital | Jun 2025 | 91k | $2.3M |
| Commonwealth Equity Services | Jun 2025 | 72k | $1.8M |
| L.m. Kohn & Company | Jun 2025 | 69k | $1.8M |
| Elevated Capital Advisors | Jun 2025 | 9.0k | $231k |
| Hanson McClain Advisors | Jun 2025 | 555.00 | $14k |
| Mount Yale Investment Advisors | Jun 2025 | 392.00 | $10k |