MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 64 filers reported holding MANAGED PORTFOLIO SERIES in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,817,265 | -0.6% | 606,023 | +0.3% | 1.30% | -2.6% |
| Q2 2023 | $14,899,302 | +2.5% | 604,358 | +1.1% | 1.33% | -2.5% |
| Q1 2023 | $14,542,463 | -0.8% | 597,963 | +0.7% | 1.37% | +3.2% |
| Q4 2022 | $14,664,628 | +9.5% | 593,950 | +2.5% | 1.32% | -0.2% |
| Q3 2022 | $13,391,000 | -4.8% | 579,678 | -0.1% | 1.33% | -3.2% |
| Q2 2022 | $14,071,000 | -9.9% | 580,263 | -1.5% | 1.37% | +1.7% |
| Q1 2022 | $15,609,000 | +22.2% | 589,225 | +2.5% | 1.35% | +26.1% |
| Q4 2021 | $12,775,000 | +8.0% | 574,660 | +5.9% | 1.07% | +1.3% |
| Q3 2021 | $11,826,000 | -1.5% | 542,457 | +1.8% | 1.06% | -2.2% |
| Q2 2021 | $12,006,000 | +13.7% | 532,869 | +2.3% | 1.08% | +6.2% |
| Q1 2021 | $10,562,000 | +18.2% | 521,051 | +1.0% | 1.02% | +5.9% |
| Q4 2020 | $8,932,000 | +23.2% | 515,718 | +6.6% | 0.96% | +5.0% |
| Q3 2020 | $7,249,000 | -8.9% | 483,918 | +0.5% | 0.91% | -15.1% |
| Q2 2020 | $7,959,000 | +19.4% | 481,659 | -1.9% | 1.08% | +2.8% |
| Q1 2020 | $6,665,000 | – | 490,826 | – | 1.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Magnus Financial Group LLC | 758,271 | $17,516,000 | 3.35% |
| ARVEST TRUST CO N A | 1,902,490 | $43,948,000 | 3.02% |
| Keudell/Morrison Wealth Management | 312,694 | $7,223,000 | 2.70% |
| Fulcrum Equity Management | 125,923 | $2,909,000 | 2.46% |
| Quad-Cities Investment Group, LLC | 131,049 | $3,027,000 | 2.35% |
| Busey Bank | 2,003,058 | $46,271,000 | 2.29% |
| Triangle Securities Wealth Management | 236,101 | $5,454,000 | 2.23% |
| Edmonds Duncan Registered Investment Advisors, LLC | 239,810 | $5,540,000 | 1.96% |
| Sterneck Capital Management, LLC | 93,403 | $2,158,000 | 1.52% |
| FOSTER & MOTLEY INC | 649,603 | $15,006,000 | 1.42% |