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
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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 | 248k | $9.4M | -3% | Dec 2025 |
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| Advisor Group Holdings | 186k | $7.1M | -5% | Dec 2025 |
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| Savant Capital Management | 133k | $5.1M | -43% | Dec 2025 |
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| David R. Rahn Inc. dba Avalon Capital Management | 48k | $1.8M | -1% | Dec 2025 |
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| Gts Securities | 25k | $959k | -67% | Sep 2025 |
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| Onyx Bridge Wealth Group | 23k | $881k | 1% | Dec 2025 |
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| Capital Investment Advisory Services | 23k | $865k | -12% | Dec 2025 |
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| LPL Financial | 22k | $823k | 2% | Dec 2025 |
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| Arcus Capital Partners | 14k | $534k | -2% | Sep 2025 |
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| Susquehanna International | 12k | $457k | 100% | Dec 2025 |
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| Envestnet Asset Management | 12k | $452k | -53% | Dec 2025 |
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| Mowery & Schoenfeld Wealth Management | 11k | $418k | 0% | Dec 2025 |
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| Royal Bank of Canada | 7.8k | $298k | 91% | Sep 2025 |
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| Bond & Devick Financial Network | 6.4k | $242k | 0% | Dec 2025 |
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| WFA of San Diego | 1.2k | $46k | -7% | Dec 2025 |
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| NVWM | 200.00 | $7.6k | 0% | Dec 2025 |
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Who sold out of Managed Portfolio Series?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Integrated Wealth Concepts | Sep 2025 | 8.4k | $318k |
| Citadel Advisors | Jun 2025 | 7.6k | $276k |
| Raymond James Financial | Jun 2025 | 2.6k | $95k |