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 | 4.2M | $182M | -2% | Jun 2025 |
|
| Goldman Sachs Group | 27k | $1.2M | 76% | Sep 2025 |
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| Royal Bank of Canada | 16k | $759k | 6% | Sep 2025 |
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| UBS Group | 8.7k | $404k | -64% | Sep 2025 |
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| Atticus Wealth Management | 5.7k | $261k | 100% | Sep 2025 |
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| Sage Mountain Advisors | 5.5k | $255k | 0% | Sep 2025 |
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| Buckhead Capital Management | 4.4k | $201k | 100% | Sep 2025 |
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Who sold out of Advisor Managed Portfolios?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Jun 2025 | 9.0k | $393k |
| Citadel Advisors | Jun 2025 | 4.8k | $210k |