Who owns ADVISOR MANAGED PORTFOLIOS?
- Ticker: MVPA
- CUSIP Number: 00777x561
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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Who bought or sold ADVISOR MANAGED PORTFOLIOS this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Janney Montgomery Scott | 28k | $977k | 7% | Sep 2025 |
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| H D Vest Advisory Services | 25k | $866k | -52% | Jun 2025 |
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| Susquehanna International | 23k | $788k | 16% | Sep 2025 |
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| Commonwealth Equity Services | 16k | $536k | 0% | Sep 2025 |
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| Mills Wealth Advisors | 14k | $479k | -30% | Sep 2025 |
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| LPL Financial | 14k | $476k | 96% | Sep 2025 |
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| Old Mission Capital | 11k | $374k | -88% | Sep 2025 |
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| Goss Wealth Management | 7.1k | $245k | -44% | Sep 2025 |
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| Advisor Group Holdings | 400.00 | $14k | 0% | Sep 2025 |
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| Crewe Advisors | 252.00 | $8.8k | 0% | Sep 2025 |
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Who sold out of Advisor Managed Portfolios?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Jun 2025 | 14k | $467k |
| UBS Group | Jun 2025 | 558.00 | $19k |