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 | 247k | $12M | 9% | Sep 2026 |
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| CoreCap Advisors | 244k | $11M | 11784% | Sep 2026 |
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| LPL Financial | 234k | $11M | -59% | Jun 2026 |
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| Welch Financial Planning | 219k | $10M | 7% | Jun 2026 |
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| Cambridge Investment Research Advisors | 150k | $7.0M | 9% | Jun 2026 |
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| LLBH Private Wealth Management | 147k | $6.9M | 45% | Jun 2026 |
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| Sigma Planning | 108k | $5.0M | 1% | Sep 2026 |
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| Castleview Partners | 106k | $5.0M | 2% | Sep 2026 |
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| Gts Securities | 93k | $4.3M | 916% | Jun 2026 |
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| Leuthold Weeden Capital Management | 89k | $4.2M | 64% | Jun 2026 |
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| Goldman Sachs Group | 78k | $3.6M | 100% | Jun 2026 |
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| Goss Wealth Management | 53k | $2.5M | 100% | Jun 2026 |
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| IFP Advisors | 43k | $2.0M | 136% | Sep 2026 |
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| Private Client Services | 41k | $1.9M | 837% | Sep 2026 |
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| Ashton Thomas Private Wealth | 36k | $1.7M | -14% | Jun 2026 |
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| Commonwealth Equity Services | 33k | $1.5M | 0% | Jun 2026 |
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| Jacobi Capital Management | 28k | $1.3M | -2% | Jun 2026 |
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| Apollon Wealth Management | 23k | $1.1M | 12% | Sep 2026 |
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| Sanctuary Advisors | 21k | $965k | -33% | Jun 2026 |
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| Kingswood Wealth Advisors | 15k | $685k | 100% | Sep 2026 |
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| Kestra Private Wealth Services | 13k | $585k | 135% | Sep 2026 |
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| Encompass More Asset Management | 11k | $515k | 100% | Sep 2026 |
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| Prospera Financial Services | 10k | $476k | 100% | Jun 2026 |
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| Westhampton Capital | 9.6k | $447k | 2% | Sep 2026 |
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| Citadel Advisors | 9.1k | $426k | -49% | Jun 2026 |
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| Jane Street | 6.8k | $320k | -44% | Jun 2026 |
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| Koshinski Asset Management | 6.1k | $286k | -11% | Sep 2026 |
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| Wealthcare Advisory Partners | 5.6k | $261k | 100% | Sep 2026 |
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| Simplicity Wealth | 4.9k | $228k | 100% | Sep 2026 |
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| We Are One Seven | 4.8k | $222k | 100% | Sep 2026 |
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| Owen LaRue | 4.6k | $214k | 100% | Jun 2026 |
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| WFA of San Diego | 4.5k | $220k | -27% | Jun 2026 |
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| Harbour Investments | 4.0k | $189k | 207% | Jun 2026 |
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| Wells Fargo & Company | 3.1k | $146k | 100% | Jun 2026 |
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| Creative Financial Designs | 1.2k | $58k | 0% | Jun 2026 |
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| Jpmorgan Chase & Co | 990.00 | $46k | 100% | Jun 2026 |
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| Hanson McClain Advisors | 381.00 | $18k | 0% | Jun 2026 |
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| Smartleaf Asset Management | 137.00 | $6.4k | 0% | Jun 2026 |
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| Advisor Group Holdings | 69.00 | $3.3k | 0% | Jun 2026 |
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| BFC Planning | 57.00 | $2.7k | -80% | Jun 2026 |
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Who sold out of Managed Portfolio Series?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Envestnet Asset Management | Mar 2026 | 277k | $11M |
| Cetera Investment Advisers | Mar 2026 | 179k | $7.2M |
| United Advisor Group | Mar 2026 | 31k | $1.3M |
| Bank of New York Mellon | Mar 2026 | 20k | $823k |
| CLS Investments | Mar 2026 | 17k | $706k |
| Susquehanna International | Mar 2026 | 12k | $491k |
| GeoWealth Management | Mar 2026 | 12k | $482k |
| RFG Advisory | Mar 2026 | 8.0k | $325k |
| Arkadios Wealth Advisors | Mar 2026 | 7.1k | $287k |
| Ausdal Financial Partners | Mar 2026 | 5.9k | $238k |
| Islay Capital Management | Jun 2026 | 1.5k | $72k |
| Royal Bank of Canada | Mar 2026 | 628.00 | $25k |
| Advisory Services Network | Mar 2026 | 628.00 | $25k |
| Northwestern Mutual Wealth Management Company | Mar 2026 | 154.00 | $6.2k |
| Berthel, Fisher & Company Financial Services | Mar 2026 | 104.00 | $4.2k |