Who owns SERIES PORTFOLIOS TR?
- Ticker: ICAP
- CUSIP Number: 81752t619
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
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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 |
|---|---|---|---|---|---|
| Advisor Group Holdings | 159k | $4.0M | -2% | Mar 2024 |
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| Susquehanna International | 18k | $460k | 100% | Mar 2024 |
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| Sunbelt Securities | 7.4k | $185k | -22% | Mar 2024 |
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| Absolute Investment Management | 610.00 | $15k | 2% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 500.00 | $13k | 0% | Mar 2024 |
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| UBS Group | 336.00 | $8.4k | -84% | Mar 2024 |
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| Creekmur Asset Management | 140.00 | $3.5k | 2% | Mar 2024 |
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| Beacon Capital Management | 52.00 | $1.3k | 4% | Mar 2024 |
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| Signature | 51.00 | $1.3k | 2% | Mar 2024 |
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Who sold out of Series Portfolios Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Envestnet Asset Management | Sep 2023 | 35k | $775k |
| Gts Securities | Dec 2023 | 29k | $720k |
| Morgan Stanley | Sep 2023 | 137.00 | $3.1k |