Who owns SERIES PORTFOLIOS TR?
- Ticker: CLOX
- CUSIP Number: 81752t486
Tip: Access positions for across all investors
Analyze quarterly positions in Series Portfolios Tr with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Series Portfolios Tr stock
Who bought or sold SERIES PORTFOLIOS TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| AE Wealth Management | 801k | $20M | 8% | Mar 2024 |
|
| Bienville Capital Management | 356k | $9.1M | 142% | Mar 2024 |
|
| Jane Street | 139k | $3.6M | -33% | Mar 2024 |
|
| Schechter Investment Advisors | 100k | $2.6M | 427% | Mar 2024 |
|
| Black Swift Group | 43k | $1.1M | 100% | Mar 2024 |
|
| Centennial Wealth Advisory | 36k | $911k | 4% | Mar 2024 |
|
| Valeo Financial Advisors | 21k | $528k | 0% | Mar 2024 |
|
| Mid-American Wealth Advisory Group | 19k | $494k | 100% | Mar 2024 |
|
| Lloyd Advisory Services | 15k | $379k | 100% | Mar 2024 |
|
| Branch Banking & Trust Company | 9.0k | $231k | 5% | Mar 2024 |
|
| Authentikos Wealth Advisory | 9.0k | $231k | 100% | Mar 2024 |
|
| Envestnet Asset Management | 9.0k | $230k | 100% | Mar 2024 |
|
| Morgan Stanley | 5.2k | $131k | -97% | Mar 2024 |
|
| Royal Bank of Canada | 3.8k | $97k | 100% | Mar 2024 |
|
| Nordwand Advisors | 2.0k | $50k | 100% | Mar 2024 |
|
| Pineridge Advisors | 1.3k | $34k | -38% | Mar 2024 |
|
| Advisor Group Holdings | 310.00 | $7.9k | 100% | Mar 2024 |
|
| UBS Group | 35.00 | $893.000500 | -77% | Mar 2024 |
|
Who sold out of Series Portfolios Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| B.O.S.S. Retirement Advisors | Dec 2023 | 29k | $744k |
| Gts Securities | Dec 2023 | 28k | $719k |
| U.S. Capital Wealth Advisors | Dec 2023 | 9.3k | $235k |
| Oliver Lagore Vanvalin Investment Group | Dec 2023 | 348.00 | $8.8k |
| Global Wealth Management Investment Advisory | Dec 2023 | 59.00 | $1.5k |