MANAGED PORTFOLIO SERIES's ticker is EBLU and the CUSIP is 56167N753. A total of 21 filers reported holding MANAGED PORTFOLIO SERIES in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $105,693 | -1.8% | 2,779 | +6.3% | 0.00% | 0.0% |
| Q2 2023 | $107,679 | +5.2% | 2,614 | +1.1% | 0.00% | 0.0% |
| Q1 2023 | $102,319 | +2.3% | 2,585 | -4.9% | 0.00% | 0.0% |
| Q4 2022 | $100,013 | +16.3% | 2,719 | +3.0% | 0.00% | 0.0% |
| Q3 2022 | $86,000 | +95.5% | 2,639 | +113.0% | 0.00% | +100.0% |
| Q2 2022 | $44,000 | +22.2% | 1,239 | +44.4% | 0.00% | +100.0% |
| Q1 2022 | $36,000 | +80.0% | 858 | +116.1% | 0.00% | 0.0% |
| Q4 2021 | $20,000 | +17.6% | 397 | +3.1% | 0.00% | 0.0% |
| Q3 2021 | $17,000 | 0.0% | 385 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $17,000 | +41.7% | 385 | +28.3% | 0.00% | – |
| Q1 2021 | $12,000 | – | 300 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WCG Wealth Advisors LLC | 28,149 | $926,000 | 0.12% |
| Walkner Condon Financial Advisors LLC | 9,379 | $309,000 | 0.10% |
| Addison Advisors LLC | 4,770 | $157,000 | 0.10% |
| LBMC INVESTMENT ADVISORS, LLC | 7,327 | $241,000 | 0.03% |
| HAZLETT, BURT & WATSON, INC. | 817 | $28,000 | 0.03% |
| Key FInancial Inc | 1,572 | $52,000 | 0.02% |
| Western Wealth Management, LLC | 6,295 | $208,000 | 0.01% |
| Brinker Capital Investments, LLC | 17,472 | $575,000 | 0.01% |
| WCG Wealth Advisors LLC | 2,479 | $82,000 | 0.01% |
| Hanson & Doremus Investment Management | 1,146 | $38,000 | 0.01% |