Who owns ADVISOR MANAGED PORTFOLIOS?

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
H D Vest Advisory Services 69k $2.1M 36% Jun 2024
 View chart
Old Mission Capital 21k $622k -34% Jun 2024
 View chart
Commonwealth Equity Services 13k $431k -7% Sep 2024
 View chart
Mills Wealth Advisors 9.0k $294k 100% Sep 2024
 View chart
Advisor Group Holdings 400.00 $13k 0% Sep 2024
 View chart
Crewe Advisors 250.00 $8.1k 67% Sep 2024
 View chart

Who sold out of Advisor Managed Portfolios?

Fund or Company Name Date Sold Shares Held Valued At
Jane Street Jun 2024 14k $423k