MANAGED PORTFOLIO SERIES's ticker is EBLU and the CUSIP is 56167N753. A total of 31 filers reported holding MANAGED PORTFOLIO SERIES in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,000 | -99.1% | 279 | -99.0% | 0.00% | – |
Q2 2023 | $1,175,000 | -2.6% | 28,514 | -6.4% | 0.00% | – |
Q1 2023 | $1,206,000 | -9.0% | 30,460 | -15.5% | 0.00% | – |
Q4 2022 | $1,326,000 | +51.0% | 36,044 | +35.1% | 0.00% | – |
Q3 2022 | $878,000 | -8.5% | 26,682 | -0.9% | 0.00% | – |
Q2 2022 | $960,000 | +1400.0% | 26,935 | +2022.5% | 0.00% | – |
Q4 2021 | $64,000 | +357.1% | 1,269 | +323.0% | 0.00% | – |
Q3 2021 | $14,000 | – | 300 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Colorado Capital Management, Inc. | 26,884 | $1,022 | 0.77% |
Mission Creek Capital Partners, Inc. | 13,254 | $504,143 | 0.17% |
Walkner Condon Financial Advisors LLC | 10,552 | $401,382 | 0.11% |
WCG Wealth Advisors LLC | 35,020 | $1,416 | 0.10% |
HAZLETT, BURT & WATSON, INC. | 1,124 | $43 | 0.03% |
WFA of San Diego, LLC | 686 | $26,095 | 0.03% |
Key FInancial Inc | 1,572 | $59,797 | 0.02% |
BOSTON FINANCIAL MANGEMENT LLC | 9,918 | $377,266 | 0.01% |
Equitable Holdings, Inc. | 21,324 | $810,952 | 0.01% |
Orion Portfolio Solutions, LLC | 23,116 | $879,295 | 0.01% |