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
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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 | 338k | $8.6M | 2% | Sep 2026 |
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| Auour Investments | 167k | $4.3M | 53% | Sep 2026 |
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| Camarda Wealth Advisory | 70k | $1.9M | 4% | Jun 2026 |
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| Susquehanna International | 35k | $941k | 100% | Jun 2026 |
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| Citadel Advisors | 17k | $468k | 12% | Jun 2026 |
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| Farther Finance Advisors | 16k | $416k | 100% | Sep 2026 |
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| Diesslin Group | 9.4k | $241k | -14% | Sep 2026 |
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Who sold out of Advisor Managed Portfolios?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| BlackDiamond Wealth Management | Mar 2026 | 32k | $892k |
| Jane Street | Mar 2026 | 12k | $327k |