Who owns MANAGED PORTFOLIO SERIES?
- Ticker: LCR
- CUSIP Number: 56167r606
Tip: Access positions for across all investors
Analyze quarterly positions in Managed Portfolio Series with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Managed Portfolio Series stock
Who bought or sold MANAGED PORTFOLIO SERIES this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Legend Financial Advisors | 255k | $9.7M | 1% | Sep 2025 |
|
| Savant Capital Management | 233k | $8.8M | -18% | Sep 2025 |
|
| Advisor Group Holdings | 194k | $7.4M | 11% | Sep 2025 |
|
| David R. Rahn Inc. dba Avalon Capital Management | 49k | $1.9M | -1% | Sep 2025 |
|
| Capital Investment Advisory Services | 26k | $978k | -12% | Sep 2025 |
|
| Envestnet Asset Management | 26k | $968k | 13% | Sep 2025 |
|
| Gts Securities | 25k | $959k | -67% | Sep 2025 |
|
| Onyx Bridge Wealth Group | 23k | $872k | 0% | Sep 2025 |
|
| LPL Financial | 21k | $802k | -2% | Sep 2025 |
|
| Arcus Capital Partners | 14k | $534k | -2% | Sep 2025 |
|
| Mowery & Schoenfeld Wealth Management | 11k | $418k | -2% | Sep 2025 |
|
| Integrated Wealth Concepts | 8.4k | $318k | -9% | Sep 2025 |
|
| Royal Bank of Canada | 7.8k | $298k | 91% | Sep 2025 |
|
| Bond & Devick Financial Network | 6.4k | $242k | 0% | Sep 2025 |
|
| WFA of San Diego | 1.6k | $57k | 100% | Jun 2025 |
|
| NVWM | 200.00 | $7.6k | 0% | Sep 2025 |
|
Who sold out of Managed Portfolio Series?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Jun 2025 | 7.6k | $276k |
| Raymond James Financial | Jun 2025 | 2.6k | $95k |
| UBS Group | Jun 2025 | 2.1k | $76k |