MANAGED PORTFOLIO SERIES's ticker is EBLU and the CUSIP is 56167N753. A total of 31 filers reported holding MANAGED PORTFOLIO SERIES in Q3 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walkner Condon Financial Advisors LLC | 8,096 | $340,000,000 | 0.10% |
| GREAT VALLEY ADVISOR GROUP, INC. | 36,332 | $1,527,000 | 0.09% |
| Key FInancial Inc | 1,572 | $66,000 | 0.03% |
| FLOW TRADERS U.S. LLC | 21,302 | $896,000 | 0.03% |
| LBMC INVESTMENT ADVISORS, LLC | 7,327 | $308,000 | 0.03% |
| HAZLETT, BURT & WATSON, INC. | 689 | $29,000 | 0.02% |
| Hanson & Doremus Investment Management | 2,033 | $85,000 | 0.02% |
| Western Wealth Management, LLC | 7,338 | $308,000 | 0.02% |
| Brinker Capital Investments, LLC | 15,625 | $657,000 | 0.01% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 1,979 | $83,000 | 0.01% |