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 | $17M | 0% | Dec 2025 |
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| Susquehanna International | 44k | $1.5M | 38% | Dec 2025 |
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| Colony | 14k | $474k | 100% | Dec 2025 |
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| Jane Street | 13k | $442k | 100% | Dec 2025 |
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| Stifel Financial | 11k | $361k | 100% | Dec 2025 |
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| Virtu Financial | 6.2k | $212k | -52% | Dec 2025 |
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| Proficio Capital Partners | 5.9k | $204k | -4% | Dec 2025 |
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| IFP Advisors | 612.00 | $17k | 100% | Mar 2026 |
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| Parkside Financial Bank & Trust | 374.00 | $13k | 101% | Dec 2025 |
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| Atlantic Trust | 18.00 | $617.000400 | 0% | Dec 2025 |
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Who sold out of Managed Portfolio Ser?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kovitz Investment Group Partners | Sep 2025 | 47k | $1.7M |
| Compass Ion Advisors | Dec 2025 | 26k | $900k |
| Worth Asset Management | Sep 2025 | 8.9k | $315k |
| Intl Fcstone | Sep 2025 | 8.8k | $315k |