Who owns ADVISOR MANAGED PORTFOLIOS?
- Ticker: MBSX
- CUSIP Number: 00777x520
Tip: Access positions for across all investors
Analyze quarterly positions in Advisor Managed Portfolios with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Advisor Managed Portfolios stock
Who bought or sold ADVISOR MANAGED PORTFOLIOS this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Castleview Partners | 292k | $7.7M | 6% | Dec 2025 |
|
| Auour Investments | 115k | $3.0M | 12% | Dec 2025 |
|
| Camarda Wealth Advisory | 65k | $1.7M | -4% | Dec 2025 |
|
| BlackDiamond Wealth Management | 31k | $804k | 100% | Dec 2025 |
|
| Jane Street | 13k | $342k | -17% | Dec 2025 |
|
| Susquehanna International | 11k | $291k | -10% | Dec 2025 |
|
| UBS Group | 156.00 | $4.1k | 100% | Dec 2025 |
|
Who sold out of Advisor Managed Portfolios?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Jun 2025 | 48k | $1.2M |