Who owns MANAGER DIRECTED PORTFOLIOS?
- Ticker: VGSR
- CUSIP Number: 56170l695
Tip: Access positions for across all investors
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 |
|---|---|---|---|---|---|
| Abacus Wealth Partners | 15M | $161M | -1% | Sep 2024 |
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| Brighton Jones | 3.0M | $33M | -1% | Sep 2024 |
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| Merriman Wealth Management | 2.0M | $23M | 1% | Sep 2024 |
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| First Pacific Financial | 1.3M | $14M | 4% | Sep 2024 |
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| Vista Wealth Management Group | 1.1M | $12M | -4% | Sep 2024 |
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| WCG Wealth Advisors | 791k | $8.8M | 0% | Sep 2024 |
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| Mission Wealth Management | 764k | $8.5M | -3% | Sep 2024 |
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| PFG Investments | 567k | $5.5M | 6% | Jun 2024 |
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| HighTower Advisors | 525k | $5.1M | -7% | Jun 2024 |
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| Colorado Capital Management | 516k | $5.7M | -1% | Sep 2024 |
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| Balanced Rock Investment Advisors | 413k | $4.0M | 5% | Jun 2024 |
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| SOA Wealth Advisors | 353k | $3.9M | 2% | Sep 2024 |
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| Koss-Olinger Consulting | 351k | $3.9M | 1% | Sep 2024 |
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| Colony | 302k | $3.4M | 25% | Sep 2024 |
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| Red Lighthouse Investment Management | 243k | $2.7M | 1% | Sep 2024 |
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| Buckingham Strategic Partners | 239k | $2.7M | 1670% | Sep 2024 |
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| Envestnet Portfolio Solutions | 234k | $2.6M | 56% | Sep 2024 |
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| Prime Capital Investment Advisors | 205k | $2.3M | -30% | Sep 2024 |
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| Perigon Wealth Management | 192k | $2.1M | -16% | Sep 2024 |
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| Northern Trust | 157k | $1.7M | -33% | Sep 2024 |
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| Meritas Wealth Management | 155k | $1.7M | 16% | Sep 2024 |
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| Hemington Wealth Management | 143k | $1.4M | 0% | Jun 2024 |
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| Level Financial Advisors | 94k | $1.0M | -6% | Sep 2024 |
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| Savant Capital Management | 91k | $1.0M | -9% | Sep 2024 |
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| Modera Wealth Management | 71k | $787k | -14% | Sep 2024 |
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| Jane Street | 69k | $763k | -8% | Sep 2024 |
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| Buckingham Asset Management | 67k | $652k | 10% | Jun 2024 |
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| Waypoint Wealth Partners | 66k | $736k | -5% | Sep 2024 |
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| Index Fund Advisors | 65k | $717k | 1% | Sep 2024 |
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| Advisor Group Holdings | 64k | $719k | -60% | Sep 2024 |
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| Pine Haven Investment Counsel | 64k | $706k | 2% | Sep 2024 |
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| Silver Oak Advisory Group | 61k | $681k | 0% | Sep 2024 |
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| CI Private Wealth | 41k | $455k | 1% | Sep 2024 |
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| Ariadne Wealth Management | 40k | $429k | 1% | Sep 2024 |
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| D.A. Davidson & Co. | 36k | $344k | 2% | Jun 2024 |
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| Private Wealth Management Group | 35k | $386k | 39% | Sep 2024 |
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| Nwam | 35k | $386k | 100% | Sep 2024 |
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| Ethic | 30k | $295k | 0% | Sep 2024 |
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| Cetera Investment Advisers | 27k | $260k | 0% | Jun 2024 |
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| BetterWealth | 25k | $281k | -1% | Sep 2024 |
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| MB Generational Wealth | 25k | $279k | -3% | Sep 2024 |
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| Trillium Asset Management Corporation | 24k | $262k | 0% | Sep 2024 |
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| First Affirmative Financial Network | 22k | $246k | 1% | Sep 2024 |
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| Commonwealth Equity Services | 22k | $242k | 80% | Sep 2024 |
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| Crestwood Advisors | 21k | $237k | -28% | Sep 2024 |
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| Forum Financial Management | 20k | $220k | -9% | Sep 2024 |
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| Apella Capital | 15k | $162k | 100% | Sep 2024 |
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| AdvisorNet Financial | 13k | $142k | 1% | Sep 2024 |
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| Morris Financial Concepts | 12k | $133k | -2% | Sep 2024 |
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| LPL Financial | 12k | $131k | 1% | Sep 2024 |
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| Caprock | 11k | $119k | 1% | Sep 2024 |
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| Susquehanna International | 10k | $115k | 100% | Sep 2024 |
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| Aspect Partners | 6.8k | $76k | 100% | Sep 2024 |
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| Jpmorgan Chase & Co | 4.2k | $47k | 0% | Sep 2024 |
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| SJS Investment Consulting | 2.9k | $33k | -21% | Sep 2024 |
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| Financial Connections Group | 1.4k | $15k | -12% | Sep 2024 |
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| Hanson McClain Advisors | 1.2k | $14k | -46% | Sep 2024 |
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| Bellevue Asset Management | 856.00 | $9.5k | 0% | Sep 2024 |
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| Private Ocean | 589.00 | $5.7k | 100% | Jun 2024 |
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| Clean Yield Group | 148.00 | $1.6k | 0% | Sep 2024 |
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Who sold out of Manager Directed Portfolios?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Lindbrook Capital | Jun 2024 | 7.1k | $68k |
| Orion Capital Management | Mar 2024 | 178.00 | $1.7k |