Who owns MANAGED PORTFOLIO SERIES?
- Ticker: LST
- CUSIP Number: 56167r705
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 |
|---|---|---|---|---|---|
| LPL Financial | 569k | $23M | 3771% | Mar 2026 |
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| Envestnet Asset Management | 277k | $11M | 100% | Mar 2026 |
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| Armis Advisers | 223k | $10M | 6% | Mar 2026 |
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| Welch Financial Planning | 205k | $8.3M | 4% | Mar 2026 |
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| Cetera Investment Advisers | 179k | $7.2M | 100% | Mar 2026 |
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| CoreCap Advisors | 162k | $6.5M | 100% | Mar 2026 |
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| Cambridge Investment Research Advisors | 137k | $5.5M | 159% | Mar 2026 |
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| Castleview Partners | 119k | $4.8M | 6% | Mar 2026 |
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| Atria Investments | 114k | $4.6M | 100% | Mar 2026 |
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| Sigma Planning | 103k | $4.1M | 43% | Mar 2026 |
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| Heritage Oak Wealth Advisors | 100k | $4.0M | 100% | Mar 2026 |
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| LLBH Private Wealth Management | 71k | $2.9M | 35% | Dec 2025 |
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| Leuthold Weeden Capital Management | 55k | $2.2M | 135% | Mar 2026 |
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| Ashton Thomas Private Wealth | 42k | $1.7M | 22% | Mar 2026 |
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| Commonwealth Equity Services | 33k | $1.3M | 1% | Mar 2026 |
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| Gts Securities | 32k | $1.3M | 85% | Dec 2025 |
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| United Advisor Group | 31k | $1.3M | 100% | Mar 2026 |
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| Sanctuary Advisors | 31k | $1.2M | 100% | Mar 2026 |
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| Jacobi Capital Management | 29k | $1.2M | -3% | Mar 2026 |
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| Concurrent Investment Advisors | 29k | $1.2M | 100% | Mar 2026 |
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| VisionPoint Advisory Group | 24k | $956k | 100% | Mar 2026 |
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| Virtue Capital Management | 22k | $871k | 100% | Mar 2026 |
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| Bank of New York Mellon | 20k | $823k | 100% | Mar 2026 |
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| Citadel Advisors | 18k | $722k | 62% | Mar 2026 |
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| Fulcrum Equity Management | 18k | $720k | 100% | Mar 2026 |
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| Apollon Wealth Management | 18k | $710k | 100% | Mar 2026 |
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| CLS Investments | 17k | $706k | 100% | Mar 2026 |
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| IFP Advisors | 17k | $690k | 100% | Mar 2026 |
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| SWMG | 16k | $651k | 12% | Mar 2026 |
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| Hutchens & Kramer Investment Management Group | 14k | $547k | 100% | Mar 2026 |
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| Legacy Wealth Partners | 12k | $496k | 100% | Mar 2026 |
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| Jane Street | 12k | $491k | 100% | Mar 2026 |
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| GeoWealth Management | 12k | $482k | 100% | Mar 2026 |
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| World Equity Group | 12k | $470k | 100% | Mar 2026 |
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| Kingswood Wealth Advisors | 10k | $421k | 100% | Mar 2026 |
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| Westhampton Capital | 9.4k | $380k | 2% | Mar 2026 |
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| RFG Advisory | 8.0k | $325k | 100% | Mar 2026 |
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| Arkadios Wealth Advisors | 7.1k | $287k | 100% | Mar 2026 |
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| Koshinski Asset Management | 6.8k | $277k | -3% | Mar 2026 |
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| WFA of San Diego | 6.2k | $253k | 0% | Mar 2026 |
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| Ausdal Financial Partners | 5.9k | $238k | 100% | Mar 2026 |
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| Encompass More Asset Management | 5.0k | $201k | 100% | Mar 2026 |
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| Islay Capital Management | 1.5k | $62k | 0% | Mar 2026 |
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| Harbour Investments | 1.3k | $53k | 100% | Mar 2026 |
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| Creative Financial Designs | 1.2k | $50k | 100% | Mar 2026 |
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| International Assets Investment Management | 667.00 | $27k | 100% | Mar 2026 |
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| Royal Bank of Canada | 628.00 | $25k | 100% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 154.00 | $6.2k | 100% | Mar 2026 |
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| Smartleaf Asset Management | 137.00 | $5.4k | 100% | Mar 2026 |
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| MAI Wealth Advisors | 2.00 | $83.000000 | 100% | Mar 2026 |
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Who sold out of Managed Portfolio Series?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Arete Wealth Advisors | Dec 2025 | 6.1k | $243k |