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 | $14M | 0% | Mar 2026 |
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| Susquehanna International | 44k | $1.5M | 38% | Dec 2025 |
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| Royal Bank of Canada | 21k | $559k | 0% | Mar 2026 |
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| Colony | 14k | $474k | 100% | Dec 2025 |
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| Jane Street | 10k | $276k | -21% | Mar 2026 |
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| Virtu Financial | 6.2k | $212k | -52% | Dec 2025 |
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| IFP Advisors | 612.00 | $17k | 100% | Mar 2026 |
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| Parkside Financial Bank & Trust | 225.00 | $6.1k | -40% | Mar 2026 |
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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 |
|---|---|---|---|
| Compass Ion Advisors | Dec 2025 | 26k | $900k |
| Stifel Financial | Dec 2025 | 11k | $361k |
| Proficio Capital Partners | Dec 2025 | 5.9k | $204k |