Who owns MANAGER DIRECTED PORTFOLIOS?
- Ticker: SWP
- CUSIP Number: 56170l612
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Analyze quarterly positions in Manager Directed Portfolios with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Manager Directed Portfolios stock
Who bought or sold MANAGER DIRECTED PORTFOLIOS this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Strategic Wealth Partners | 3.5M | $96M | 4% | Sep 2025 |
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| Natural Investments | 649k | $6.9M | 100% | Sep 2025 |
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| Brian Low Financial Group | 625k | $17M | 2% | Sep 2025 |
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| Citadel Advisors | 8.1k | $223k | 100% | Sep 2025 |
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| Simplicity Wealth | 7.5k | $208k | 100% | Sep 2025 |
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| UBS Group | 241.00 | $6.7k | -95% | Sep 2025 |
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| Parallel Advisors | 122.00 | $3.4k | 100% | Sep 2025 |
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Who sold out of Manager Directed Portfolios?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Mar 2025 | 8.7k | $212k |
| Sound Income Strategies | Jun 2025 | 1.7k | $45k |