Who owns ADVISOR MANAGED PORTFOLIOS?
- Ticker: FUNL
- CUSIP Number: 00777x660
Tip: Access positions for across all investors
Analyze quarterly positions in Advisor Managed Portfolios with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Advisor Managed Portfolios stock
Who bought or sold ADVISOR MANAGED PORTFOLIOS this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| EP Wealth Advisors | 4.1M | $191M | -2% | Dec 2025 |
|
| Goldman Sachs Group | 31k | $1.5M | 18% | Dec 2025 |
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| Royal Bank of Canada | 16k | $759k | 6% | Sep 2025 |
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| Atticus Wealth Management | 5.7k | $264k | 0% | Dec 2025 |
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| Sage Mountain Advisors | 5.4k | $251k | -3% | Dec 2025 |
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| Gts Securities | 4.4k | $205k | 100% | Dec 2025 |
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| Buckhead Capital Management | 4.4k | $204k | 0% | Dec 2025 |
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| UBS Group | 1.2k | $57k | -86% | Dec 2025 |
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Who sold out of Advisor Managed Portfolios?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Jun 2025 | 4.8k | $210k |