Who owns ADVISOR MANAGED PORTFOLIOS?

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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
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