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 |
|---|---|---|---|---|---|
| Gts Securities | 4.4k | $205k | 100% | Dec 2025 |
|
Who sold out of Advisor Managed Portfolios?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| EP Wealth Advisors | Dec 2025 | 4.1M | $191M |
| Goldman Sachs Group | Dec 2025 | 31k | $1.5M |
| Royal Bank of Canada | Sep 2025 | 16k | $759k |
| Citadel Advisors | Dec 2025 | 7.4k | $346k |
| Atticus Wealth Management | Dec 2025 | 5.7k | $264k |
| Sage Mountain Advisors | Dec 2025 | 5.4k | $251k |