Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / SOUNDWATCH HEDGD
-
Number of holders
-
9
-
Total 13F shares, excl. options
-
4.95M
-
Shares change
-
+133K
-
Total reported value, excl. options
-
$136M
-
Value change
-
+$3.68M
-
Number of buys
-
5
-
Number of sells
-
-3
-
Price
-
$27.40
Significant Holders of ADVISOR MANAGED PORTFOLIOS - SOUNDWATCH HEDGD (SHDG) as of Q2 2024
11 filings reported holding SHDG - ADVISOR MANAGED PORTFOLIOS - SOUNDWATCH HEDGD as of Q2 2024.
ADVISOR MANAGED PORTFOLIOS - SOUNDWATCH HEDGD (SHDG) has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.95M shares
.
Largest 10 shareholders include Apexium Financial, LP (4.85M shares), Soundwatch Capital LLC (34.6K shares), Advisory Services Network, LLC (18.6K shares), Atria Investments, Inc (18.3K shares), Navis Wealth Advisors, LLC (10.6K shares), Richard P Slaughter Associates Inc (9.29K shares), MAI Capital Management (7.43K shares), Transcendent Capital Group LLC (6.2K shares), UBS Group AG (75 shares), and OLD MISSION CAPITAL LLC (0 shares).
This table shows the top 9 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.