Who owns MANAGED PORTFOLIO SER?
- Ticker: TOGA
- CUSIP Number: 56167n191
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Analyze quarterly positions in Managed Portfolio Ser with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Managed Portfolio Ser stock
Who bought or sold MANAGED PORTFOLIO SER this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| TRB Advisors | 500k | $18M | 54% | Sep 2025 |
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| Fullcircle Wealth | 95k | $3.2M | -4% | Sep 2025 |
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| Kovitz Investment Group Partners | 47k | $1.7M | -1% | Sep 2025 |
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| Susquehanna International | 32k | $1.1M | 100% | Sep 2025 |
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| Compass Ion Advisors | 29k | $1.0M | 12% | Sep 2025 |
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| Royal Bank of Canada | 21k | $731k | 0% | Sep 2025 |
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| Virtu Financial | 13k | $455k | 100% | Sep 2025 |
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| Worth Asset Management | 8.9k | $315k | 100% | Sep 2025 |
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| Intl Fcstone | 8.8k | $315k | 100% | Sep 2025 |
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| Proficio Capital Partners | 6.2k | $220k | 5% | Sep 2025 |
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| Parkside Financial Bank & Trust | 186.00 | $6.6k | 62% | Sep 2025 |
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| Atlantic Trust | 18.00 | $640.000800 | 0% | Sep 2025 |
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| UBS Group | 1.00 | $36.000000 | -100% | Sep 2025 |
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Who sold out of Managed Portfolio Ser?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flow Traders US | Jun 2025 | 24k | $840k |
| Jane Street | Jun 2025 | 10k | $345k |
| Jpmorgan Chase & Co | Mar 2025 | 1.5k | $42k |