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 | 252k | $9.4M | 2% | Mar 2026 |
|
| Advisor Group Holdings | 186k | $7.1M | -5% | Dec 2025 |
|
| Savant Capital Management | 129k | $4.8M | -3% | Mar 2026 |
|
| David R. Rahn Inc. dba Avalon Capital Management | 48k | $1.8M | -1% | Dec 2025 |
|
| LPL Financial | 45k | $1.7M | 107% | Mar 2026 |
|
| Gts Securities | 41k | $1.5M | 61% | Dec 2025 |
|
| Envestnet Asset Management | 29k | $1.1M | 144% | Mar 2026 |
|
| Onyx Bridge Wealth Group | 23k | $852k | -1% | Mar 2026 |
|
| Capital Investment Advisory Services | 22k | $821k | -3% | Mar 2026 |
|
| Citadel Advisors | 18k | $651k | 100% | Mar 2026 |
|
| Cambridge Investment Research Advisors | 13k | $495k | 100% | Mar 2026 |
|
| Susquehanna International | 12k | $457k | 100% | Dec 2025 |
|
| Arcus Capital Partners | 10k | $379k | -4% | Mar 2026 |
|
| Mowery & Schoenfeld Wealth Management | 10k | $372k | -9% | Mar 2026 |
|
| Royal Bank of Canada | 9.5k | $355k | 22% | Mar 2026 |
|
| Centaurus Financial | 7.3k | $274k | 100% | Mar 2026 |
|
| Integrated Wealth Concepts | 6.9k | $258k | 100% | Mar 2026 |
|
| Bond & Devick Financial Network | 6.4k | $237k | 0% | Mar 2026 |
|
| WFA of San Diego | 1.2k | $45k | 0% | Mar 2026 |
|
Who sold out of Managed Portfolio Series?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Morgan Stanley | Dec 2025 | 4.4k | $169k |