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Advisor Managed Portfolios

Q2 2024 vs Q3 2024

Comparing institutional holders between quarters

Quarters

Q3 2024Q2 2024Q1 2024Q4 2023
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
GTS Securities LLC
DECREASED
Shares11,326 from 20,595
Change-9,269 (-45%)
Value$314.3K (-$234.1K)
Filed 2024-11-13
Citadel Advisors LLC
INCREASED
Shares7,699 from 7,697
Change+2 (+0%)
Value$213.6K (+$8.7K)
Filed 2024-11-14
UBS Group AG
INCREASED
Shares966 from 40
Change+926 (+2315%)
Value$26.8K (+$25.7K)
Filed 2024-11-14
Bartlett & Co. Wealth Management LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$11.1K (+$448)
Filed 2024-10-17
Iron Horse Wealth Management, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$3.5K (+$140)
Filed 2024-10-22
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-10-10
Status
GTS Securities LLC
DECREASED11,32620,595-9,269-45%$548.4K$314.3K-$234.1K2024-11-13
Citadel Advisors LLC
INCREASED7,6997,697+2+0%$205.0K$213.6K+$8.7K2024-11-14
UBS Group AG
INCREASED96640+926+2315%$1.1K$26.8K+$25.7K2024-11-14
Bartlett & Co. Wealth Management LLC
UNCHANGED40040000%$10.7K$11.1K+$4482024-10-17
Iron Horse Wealth Management, LLC
UNCHANGED12512500%$3.3K$3.5K+$1402024-10-22
Proequities, Inc.
UNCHANGED000—$0$0$02024-10-10
Showing 6 of 6 institutions