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 |
|---|---|---|---|---|---|
| Armis Advisers | 211k | $8.3M | 23% | Dec 2025 |
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| Welch Financial Planning | 205k | $8.3M | 4% | Mar 2026 |
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| CoreCap Advisors | 162k | $6.5M | 100% | Mar 2026 |
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| Castleview Partners | 113k | $4.5M | 9% | Dec 2025 |
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| Heritage Oak Wealth Advisors | 100k | $4.0M | 100% | Mar 2026 |
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| Sigma Planning | 72k | $2.9M | 100% | Dec 2025 |
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| LLBH Private Wealth Management | 71k | $2.9M | 35% | Dec 2025 |
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| Cambridge Investment Research Advisors | 53k | $2.1M | 545% | Dec 2025 |
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| Ashton Thomas Private Wealth | 34k | $1.4M | 3% | Dec 2025 |
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| Commonwealth Equity Services | 33k | $1.3M | 100% | Dec 2025 |
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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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| Jacobi Capital Management | 30k | $1.2M | -1% | Dec 2025 |
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| Concurrent Investment Advisors | 29k | $1.2M | 100% | Mar 2026 |
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| Leuthold Weeden Capital Management | 23k | $932k | 1% | Dec 2025 |
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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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| IFP Advisors | 17k | $690k | 100% | Mar 2026 |
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| SWMG | 16k | $651k | 12% | Mar 2026 |
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| LPL Financial | 15k | $590k | 78% | Dec 2025 |
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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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| Citadel Advisors | 11k | $444k | -29% | Dec 2025 |
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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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| Koshinski Asset Management | 7.0k | $283k | -25% | Dec 2025 |
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| WFA of San Diego | 6.2k | $251k | -1% | Dec 2025 |
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| Arete Wealth Advisors | 6.1k | $243k | 100% | Dec 2025 |
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| Islay Capital Management | 1.5k | $62k | 1% | Dec 2025 |
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| Creative Financial Designs | 1.2k | $50k | 100% | Mar 2026 |
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Who sold out of Managed Portfolio Series?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Sep 2025 | 16k | $634k |