Who owns ADVISOR MANAGED PORTFOLIOS?
- Ticker: MVPA
- CUSIP Number: 00777x561
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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 |
|---|---|---|---|---|---|
| H D Vest Advisory Services | 68k | $2.2M | -2% | Sep 2024 |
|
| Commonwealth Equity Services | 13k | $431k | -7% | Sep 2024 |
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| Mills Wealth Advisors | 9.0k | $294k | 100% | Sep 2024 |
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| Advisor Group Holdings | 400.00 | $13k | 100% | Sep 2024 |
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| Crewe Advisors | 252.00 | $8.7k | 1% | Dec 2024 |
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| Evermay Wealth Management | 126.00 | $4.3k | 100% | Dec 2024 |
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Who sold out of Advisor Managed Portfolios?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Old Mission Capital | Jun 2024 | 21k | $622k |
| Jane Street | Jun 2024 | 14k | $423k |