ADVISOR MANAGED PORTFOLIOS - SOUNDWATCH HEDGD (SHDG)

Historical Holders from Q3 2023 to Q3 2025

Symbol
SHDG
Type / Class
Equity / SOUNDWATCH HEDGD
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
4.64M
Holdings value
$147M
% of all portfolios
0.001%
Grand Portfolio weight change
0%
Number of holders
9
Number of buys
3
Number of sells
-4
Average Value change %
0%
Average buys %
+0%
Average sells %
-0.002%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of ADVISOR MANAGED PORTFOLIOS - SOUNDWATCH HEDGD (SHDG)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 4.64M $147M -$80.7M $31.67 9
2025 Q2 7.19M $143M -$788K $29.73 7
2025 Q1 4.75M $132M +$2.31M $27.83 7
2024 Q4 4.66M $136M +$4.98M $29.12 11
2024 Q3 4.49M $129M -$13.3M $28.83 9
2024 Q2 4.95M $136M +$3.68M $27.40 9
2024 Q1 4.82M $127M -$255K $26.36 7
2023 Q4 4.84M $118M +$118M $24.48 5
2023 Q3 15.5K $357K +$357K $23.10 1