Q1 2025 13F Holders as of 31 Mar 2025
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Type / Class
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Equity / SWP GROWTH & INC
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Total 13F shares
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28,849
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Share change
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+25,157
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Total reported value
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$705,069
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Price per share
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$24.44
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Number of holders
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4
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Value change
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+$614,837
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Number of buys
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3
Institutional Holders of MANAGER DIRECTED PORTFOLIOS - SWP GROWTH & INC (SWP) as of Q1 2025
As of 31 Mar 2025 MANAGER DIRECTED PORTFOLIOS - SWP GROWTH & INC (SWP) had 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 28,849 shares of stock of the company.
Largest 4 holders included CITADEL ADVISORS LLC, UBS Group AG, GOLDMAN SACHS GROUP INC, and Sound Income Strategies, LLC.
This table shows 4 institutional shareholders of the security as of 31 Mar 2025.
| 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.