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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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 |
|---|---|---|---|---|---|
| LPL Financial | 26k | $858k | 88% | Dec 2025 |
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| Susquehanna International | 25k | $838k | 11% | Dec 2025 |
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| Commonwealth Equity Services | 16k | $516k | 1% | Dec 2025 |
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| Mills Wealth Advisors | 6.7k | $222k | -51% | Dec 2025 |
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| Advisor Group Holdings | 400.00 | $13k | 0% | Dec 2025 |
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| Crewe Advisors | 254.00 | $8.4k | 1% | Dec 2025 |
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| UBS Group | 101.00 | $3.4k | 100% | Dec 2025 |
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Who sold out of Advisor Managed Portfolios?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Janney Montgomery Scott | Sep 2025 | 28k | $977k |
| Old Mission Capital | Sep 2025 | 11k | $374k |
| Goss Wealth Management | Sep 2025 | 7.1k | $245k |