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 | 14M | $140M | 4% | Mar 2024 |
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| Vista Wealth Management Group | 1.2M | $12M | -11% | Mar 2024 |
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| First Pacific Financial | 1.1M | $11M | 7% | Mar 2024 |
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| Mission Wealth Management | 830k | $8.3M | 100% | Dec 2023 |
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| HighTower Advisors | 643k | $6.4M | 100% | Dec 2023 |
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| PFG Investments | 533k | $5.2M | 100% | Mar 2024 |
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| Colorado Capital Management | 509k | $5.0M | 14% | Mar 2024 |
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| SOA Wealth Advisors | 311k | $3.1M | 100% | Mar 2024 |
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| Colony | 290k | $2.9M | 100% | Dec 2023 |
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| Buckingham Strategic Partners | 270k | $2.7M | 100% | Dec 2023 |
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| Red Lighthouse Investment Management | 239k | $2.4M | 100% | Dec 2023 |
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| Perigon Wealth Management | 236k | $2.3M | -4% | Mar 2024 |
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| Savant Capital Management | 214k | $2.1M | 100% | Dec 2023 |
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| Advisor Group Holdings | 140k | $1.4M | 100% | Dec 2023 |
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| Hemington Wealth Management | 134k | $1.3M | 100% | Dec 2023 |
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| CI Private Wealth | 134k | $1.3M | 100% | Dec 2023 |
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| Envestnet Portfolio Solutions | 132k | $1.3M | 100% | Dec 2023 |
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| Meritas Wealth Management | 113k | $1.1M | 100% | Mar 2024 |
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| Level Financial Advisors | 94k | $924k | -1% | Mar 2024 |
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| Waypoint Wealth Partners | 73k | $719k | 10% | Mar 2024 |
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| Modera Wealth Management | 71k | $703k | 100% | Dec 2023 |
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| Pine Haven Investment Counsel | 59k | $581k | 6% | Mar 2024 |
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| Silver Oak Advisory Group | 56k | $553k | 100% | Dec 2023 |
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| Buckingham Asset Management | 54k | $537k | 100% | Dec 2023 |
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| Nwam | 36k | $357k | 100% | Dec 2023 |
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| Crestwood Advisors | 31k | $307k | 100% | Dec 2023 |
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| MB Generational Wealth | 28k | $278k | 100% | Dec 2023 |
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| Gts Securities | 27k | $269k | 100% | Dec 2023 |
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| BetterWealth | 25k | $248k | 100% | Mar 2024 |
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| Trillium Asset Management Corporation | 24k | $234k | 100% | Dec 2023 |
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| D.A. Davidson & Co. | 23k | $229k | 100% | Dec 2023 |
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| Forum Financial Management | 22k | $215k | 100% | Dec 2023 |
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| First Affirmative Financial Network | 21k | $208k | 1% | Mar 2024 |
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| Private Wealth Management Group | 20k | $201k | 100% | Dec 2023 |
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| Jane Street | 14k | $143k | 100% | Dec 2023 |
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| AdvisorNet Financial | 13k | $123k | 0% | Mar 2024 |
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| Morris Financial Concepts | 12k | $118k | 1% | Mar 2024 |
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| Etfidea | 12k | $117k | 100% | Dec 2023 |
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| Mather Group | 9.1k | $90k | 100% | Mar 2024 |
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| SJS Investment Consulting | 3.6k | $36k | 16% | Mar 2024 |
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| Hanson McClain Advisors | 1.5k | $15k | -56% | Mar 2024 |
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| SCBT Financial Corporation | 661.00 | $6.6k | 100% | Dec 2023 |
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| UBS Group | 344.00 | $3.4k | 100% | Dec 2023 |
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| Clean Yield Group | 148.00 | $1.5k | 100% | Dec 2023 |
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Who sold out of Manager Directed Portfolios?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Apella Capital | Dec 2023 | 18k | $178k |
| Private Ocean | Dec 2023 | 560.00 | $5.6k |