Who owns MANAGER DIRECTED PORTFOLIOS?
- Ticker: VGSR
- CUSIP Number: 56170l695
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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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| Brighton Jones | 2.8M | $27M | 100% | Mar 2024 |
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| Merriman Wealth Management | 1.8M | $18M | 100% | 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 | 827k | $8.1M | 0% | Mar 2024 |
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| HighTower Advisors | 567k | $5.6M | -12% | Mar 2024 |
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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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| Balanced Rock Investment Advisors | 393k | $3.9M | 100% | Mar 2024 |
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| SOA Wealth Advisors | 311k | $3.1M | 100% | Mar 2024 |
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| Colony | 252k | $2.5M | -13% | Mar 2024 |
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| Red Lighthouse Investment Management | 240k | $2.4M | 0% | Mar 2024 |
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| Perigon Wealth Management | 236k | $2.3M | -4% | Mar 2024 |
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| Northern Trust | 233k | $2.3M | 100% | Mar 2024 |
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| Advisor Group Holdings | 160k | $1.6M | 14% | Mar 2024 |
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| Jane Street | 156k | $1.5M | 990% | Mar 2024 |
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| Envestnet Portfolio Solutions | 152k | $1.5M | 15% | Mar 2024 |
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| Hemington Wealth Management | 143k | $1.4M | 7% | Mar 2024 |
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| Savant Capital Management | 141k | $1.4M | -34% | Mar 2024 |
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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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| Modera Wealth Management | 74k | $729k | 5% | Mar 2024 |
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| Waypoint Wealth Partners | 73k | $719k | 10% | Mar 2024 |
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| CI Private Wealth | 63k | $621k | -53% | Mar 2024 |
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| Buckingham Asset Management | 61k | $601k | 14% | Mar 2024 |
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| Pine Haven Investment Counsel | 59k | $581k | 6% | Mar 2024 |
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| Silver Oak Advisory Group | 55k | $542k | -1% | Mar 2024 |
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| Index Fund Advisors | 50k | $486k | 100% | Mar 2024 |
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| Nwam | 35k | $346k | -1% | Mar 2024 |
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| D.A. Davidson & Co. | 35k | $342k | 52% | Mar 2024 |
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| Crestwood Advisors | 32k | $309k | 2% | Mar 2024 |
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| Ethic | 30k | $295k | 100% | Mar 2024 |
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| BetterWealth | 25k | $248k | 100% | Mar 2024 |
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| Private Wealth Management Group | 25k | $246k | 24% | Mar 2024 |
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| Trillium Asset Management Corporation | 24k | $231k | 0% | Mar 2024 |
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| First Affirmative Financial Network | 21k | $208k | 1% | Mar 2024 |
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| Forum Financial Management | 19k | $188k | -11% | Mar 2024 |
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| Buckingham Strategic Partners | 14k | $132k | -95% | Mar 2024 |
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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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| Mather Group | 9.1k | $90k | 100% | Mar 2024 |
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| MB Generational Wealth | 5.2k | $265k | -81% | Mar 2024 |
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| Jpmorgan Chase & Co | 4.2k | $41k | 100% | Mar 2024 |
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| SJS Investment Consulting | 3.6k | $36k | 16% | Mar 2024 |
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| UBS Group | 2.5k | $25k | 639% | Mar 2024 |
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| Hanson McClain Advisors | 1.5k | $15k | -56% | Mar 2024 |
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| Financial Connections Group | 1.5k | $16k | 100% | Mar 2024 |
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| FMR | 794.00 | $7.8k | 100% | Mar 2024 |
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| Orion Capital Management | 178.00 | $1.7k | 100% | Mar 2024 |
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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 |
|---|---|---|---|
| Gts Securities | Dec 2023 | 27k | $269k |
| Apella Capital | Dec 2023 | 18k | $178k |
| Etfidea | Dec 2023 | 12k | $117k |
| SCBT Financial Corporation | Dec 2023 | 661.00 | $6.6k |
| Private Ocean | Dec 2023 | 560.00 | $5.6k |