Who owns Managed Portfolio Ser tortoise wtr fd?
- Ticker: EBLU
- CUSIP Number: 56167n753
Tip: Access positions for across all investors
Analyze quarterly positions in Managed Portfolio Ser tortoise wtr with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Managed Portfolio Ser tortoise wtr stock
Who bought or sold Managed Portfolio Ser tortoise wtr fd this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Jane Street | 53k | $2.5M | -18% | Mar 2024 |
|
| WCG Wealth Advisors | 34k | $1.6M | 1% | Mar 2024 |
|
| Colorado Capital Management | 33k | $1.5M | 11% | Mar 2024 |
|
| LPL Financial | 23k | $1.1M | -9% | Mar 2024 |
|
| Orion Portfolio Solutions | 21k | $972k | -16% | Mar 2024 |
|
| Clayton Financial Group | 19k | $870k | 15% | Mar 2024 |
|
| Phoenix Wealth Advisors | 18k | $853k | 100% | Mar 2024 |
|
| Mariner Wealth Advisors | 16k | $738k | 0% | Mar 2024 |
|
| Mission Creek Capital Partners | 13k | $569k | -2% | Dec 2023 |
|
| Harel Insurance Investments & Financial Services | 12k | $539k | -10% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 10k | $476k | -8% | Mar 2024 |
|
| Boston Financial Mangement | 9.2k | $429k | -7% | Mar 2024 |
|
| Walkner Condon Financial Advisors | 8.5k | $397k | -21% | Mar 2024 |
|
| Atlantic Trust | 8.4k | $389k | 0% | Mar 2024 |
|
| Bank Of Montreal | 6.4k | $302k | -6% | Mar 2024 |
|
| Colony | 4.8k | $224k | 0% | Mar 2024 |
|
| Summit Investment Advisors | 2.7k | $128k | 0% | Mar 2024 |
|
| Proequities | 2.7k | $124M | 4% | Mar 2024 |
|
| Morgan Stanley | 2.3k | $107k | 34% | Mar 2024 |
|
| Key FInancial | 1.6k | $73k | 0% | Mar 2024 |
|
| North Star Investment Management | 1.3k | $62k | 0% | Mar 2024 |
|
| Hazlett, Burt & Watson | 983.00 | $47k | 1% | Mar 2024 |
|
| Nbc Securities | 730.00 | $34k | 0% | Mar 2024 |
|
| Advisor Group Holdings | 623.00 | $29k | -57% | Mar 2024 |
|
| GPS Wealth Strategies Group | 474.00 | $22k | 0% | Mar 2024 |
|
| Parallel Advisors | 320.00 | $15k | 100% | Mar 2024 |
|
| Royal Bank of Canada | 299.00 | $14k | -51% | Mar 2024 |
|
| UBS Group | 208.00 | $9.7k | -82% | Mar 2024 |
|
| Global Retirement Partners | 50.00 | $2.3k | 0% | Mar 2024 |
|
| Tradewinds Capital Management | 10.00 | $479.000000 | 100% | Mar 2024 |
|
| Hanson & Doremus Investment Management | 9.00 | $0 | -99% | Mar 2024 |
|
Who sold out of Managed Portfolio Ser tortoise wtr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Dec 2023 | 9.0k | $396k |