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 | 4.3M | $179M | -1% | Dec 2024 |
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| Goldman Sachs Group | 32k | $1.3M | 85% | Dec 2024 |
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| A. Montag and Associates | 6.8k | $283k | 0% | Dec 2024 |
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| Sage Mountain Advisors | 5.5k | $230k | 0% | Dec 2024 |
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| Davenport & Co | 5.3k | $220k | -32% | Dec 2024 |
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| Buckhead Capital Management | 4.9k | $205k | -1% | Dec 2024 |
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| Wells Fargo & Company | 2.8k | $116k | 0% | Dec 2024 |
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| Royal Bank of Canada | 2.7k | $112k | 135% | Dec 2024 |
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| UBS Group | 500.00 | $21k | 658% | Dec 2024 |
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| Geneos Wealth Management | 126.00 | $5.2k | 100% | Dec 2024 |
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Who sold out of Advisor Managed Portfolios?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Sep 2024 | 6.7k | $284k |
| Citadel Advisors | Sep 2024 | 5.0k | $211k |