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
Download as csv
Download as Excel
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 | 2.4M | $64M | -4% | Sep 2024 |
|
| Schechter Investment Advisors | 1.0M | $28M | 27% | Sep 2024 |
|
| State of New Jersey Common Pension Fund D | 1.0M | $27M | 100% | Sep 2024 |
|
| Guardian Financial Partners | 705k | $19M | 6% | Dec 2024 |
|
| Black Swift Group | 588k | $16M | 18% | Sep 2024 |
|
| AE Wealth Management | 567k | $15M | -10% | Sep 2024 |
|
| Knott David M Jr | 543k | $15M | 0% | Sep 2024 |
|
| Gradient Investments | 457k | $12M | 7% | Dec 2024 |
|
| Brookstone Capital Management | 436k | $12M | 161% | Dec 2024 |
|
| Jane Street | 370k | $9.9M | 122% | Sep 2024 |
|
| Kovitz Investment Group Partners | 259k | $7.0k | 787% | Sep 2024 |
|
| Atria Investments | 258k | $6.9M | 100% | Sep 2024 |
|
| Envestnet Asset Management | 252k | $6.8M | 114% | Sep 2024 |
|
| Mariner Wealth Advisors | 234k | $6.3M | 100% | Sep 2024 |
|
| UBS Group | 212k | $5.7M | 7% | Sep 2024 |
|
| Almanack Investment Partners | 185k | $5.0M | 21% | Sep 2024 |
|
| Carnick & Kubik | 170k | $4.6M | -15% | Dec 2024 |
|
| Valeo Financial Advisors | 128k | $3.4M | 118% | Sep 2024 |
|
| Flow Traders US | 121k | $3.2M | 206% | Sep 2024 |
|
| Natixis Asset Management Advisors | 96k | $2.6M | 66% | Sep 2024 |
|
| Perigon Wealth Management | 73k | $2.0M | 100% | Dec 2024 |
|
| Kerntke Otto McGlone Wealth Management Group | 54k | $1.5M | 100% | Sep 2024 |
|
| Baldwin Brothers | 42k | $1.1M | -61% | Dec 2024 |
|
| BI Asset Management Fondsmaeglerselskab A/S | 39k | $1.1M | 2% | Sep 2024 |
|
| Mutual Advisors | 39k | $1.0M | 100% | Dec 2024 |
|
| Fifth Third Bancorp | 34k | $926k | 13% | Dec 2024 |
|
| We Are One Seven | 30k | $795k | 100% | Sep 2024 |
|
| Elevated Capital Advisors | 26k | $691k | 2% | Dec 2024 |
|
| Nordwand Advisors | 23k | $608k | 0% | Sep 2024 |
|
| Napa Wealth Management | 16k | $417k | 100% | Sep 2024 |
|
| HPM Partners | 15k | $407k | 2% | Sep 2024 |
|
| Cresset Asset Management | 13k | $355k | 100% | Sep 2024 |
|
| Warren Averett Asset Management | 12k | $333k | 100% | Sep 2024 |
|
| Advisory Alpha | 12k | $310k | 100% | Dec 2024 |
|
| Sequoia Financial Advisors | 11k | $302k | 2% | Sep 2024 |
|
| Harbour Investments | 11k | $284k | 0% | Sep 2024 |
|
| Branch Banking & Trust Company | 10k | $274k | 8% | Sep 2024 |
|
| Hohimer Wealth Management | 10k | $269k | 0% | Sep 2024 |
|
| Authentikos Wealth Advisory | 9.9k | $267k | 100% | Sep 2024 |
|
| Belpointe Asset Management | 9.5k | $257k | -13% | Sep 2024 |
|
| Insight Wealth Strategies | 9.3k | $252k | 100% | Dec 2024 |
|
| Simplicity Wealth | 8.6k | $231k | 100% | Sep 2024 |
|
| Lindbrook Capital | 8.5k | $229k | 100% | Sep 2024 |
|
| Syon Capital | 7.9k | $213k | 100% | Sep 2024 |
|
| Arete Wealth Advisors | 7.8k | $209k | 100% | Sep 2024 |
|
| Running Point Capital Advisors | 7.5k | $201k | 100% | Sep 2024 |
|
| Manchester Capital Management | 4.0k | $108k | 100% | Sep 2024 |
|
| Parallel Advisors | 4.0k | $108k | 0% | Sep 2024 |
|
| Atlantic Trust | 3.7k | $100k | 0% | Sep 2024 |
|
| Mattson Financial Services | 3.0k | $82k | 0% | Sep 2024 |
|
| Pineridge Advisors | 1.1k | $30k | 0% | Sep 2024 |
|
| Assetmark | 721.00 | $19k | 100% | Sep 2024 |
|
| Castleview Partners | 649.00 | $17k | 0% | Dec 2024 |
|
| Advisor Group Holdings | 570.00 | $15k | 100% | Sep 2024 |
|
| Paladin Wealth | 523.00 | $14k | 100% | Sep 2024 |
|
| Plante Moran Financial Advisors | 86.00 | $2.3k | 100% | Sep 2024 |
|
| New Millennium Group | 35.00 | $943.001500 | 100% | Dec 2024 |
|
| Sterling Capital Management | 21.00 | $563.999100 | 100% | Sep 2024 |
|
Who sold out of Series Portfolios Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Jun 2024 | 169k | $4.6M |
| Empowered Funds | Jun 2024 | 164k | $4.4M |
| Royal Bank of Canada | Jun 2024 | 82k | $2.2M |
| Citadel Advisors | Jun 2024 | 52k | $1.4M |
| Wright Fund Managment | Jun 2024 | 44k | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Jun 2024 | 29k | $793k |
| B.O.S.S. Retirement Advisors | Sep 2024 | 9.6k | $257k |
| Triad Wealth Partners | Jun 2024 | 945.00 | $26k |
| Brown Financial Advisors | Jun 2024 | 548.00 | $15k |
| Chris Bulman | Jun 2024 | 324.00 | $8.7k |
| Penserra Capital Management | Jun 2024 | 295.00 | $8.0k |