As of 30 Sep 2025, 9 institutional investors reported holding 4,639,624 shares of ADVISOR MANAGED PORTFOLIOS - SOUNDWATCH HEDGD (SHDG).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 4,639,624 | $146,953,597 | -$80,693,312 | $31.67 | 9 |
| 2025 Q2 | 7,187,276 | $143,205,601 | -$787,866 | $29.73 | 7 |
| 2025 Q1 | 4,748,313 | $132,122,758 | +$2,311,896 | $27.83 | 7 |
| 2024 Q4 | 4,664,056 | $135,807,989 | +$4,984,128 | $29.12 | 11 |
| 2024 Q3 | 4,492,886 | $129,499,798 | -$13,293,941 | $28.83 | 9 |
| 2024 Q2 | 4,954,473 | $135,767,418 | +$3,682,894 | $27.40 | 9 |
| 2024 Q1 | 4,821,024 | $127,059,533 | -$254,850 | $26.36 | 7 |
| 2023 Q4 | 4,835,042 | $118,360,373 | +$118,003,293 | $24.48 | 5 |
| 2023 Q3 | 15,457 | $357,080 | +$357,080 | $23.10 | 1 |