Who owns SERIES PORTFOLIOS TR?

Tip: Access positions for across all investors

Analyze quarterly positions in Series Portfolios Tr 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 Series Portfolios Tr stock

Who bought or sold SERIES PORTFOLIOS TR this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Infrastructure Capital Advisors 36k $1.3M 6% Sep 2025
 View chart
National Asset Management 9.1k $321k 0% Sep 2025
 View chart
HighTower Advisors 5.8k $203k 100% Sep 2025
 View chart
Royal Bank of Canada 1.3k $47k 100% Sep 2025
 View chart
Advisor Group Holdings 1.1k $38k 5% Sep 2025
 View chart
UBS Group 946.00 $33k -46% Sep 2025
 View chart
Morgan Stanley 1.00 $45.000000 100% Jun 2025
 View chart