Who owns MANAGED PORTFOLIO SER?

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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 550k $17M 10% Jun 2026
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Wealth Enhancement Advisory Services 48k $1.5M 100% Jun 2026
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Susquehanna International 39k $1.2M 100% Jun 2026
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Colony 37k $1.2M -1% Jun 2026
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Royal Bank of Canada 21k $638k 0% Jun 2026
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Jane Street 16k $487k 55% Jun 2026
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Parkside Financial Bank & Trust 192.00 $6.0k -15% Jun 2026
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Bare Financial Services 100.00 $3.1k 100% Jun 2026
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Who sold out of Managed Portfolio Ser?

Fund or Company Name Date Sold Shares Held Valued At
IFP Advisors Mar 2026 612.00 $17k