MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 96 filers reported holding MANAGED PORTFOLIO SERIES in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $71,988 | -25.0% | 2,960 | -25.5% | 0.00% | -33.3% |
| Q2 2022 | $96,000 | -5.0% | 3,975 | -12.4% | 0.01% | +20.0% |
| Q4 2021 | $101,000 | -51.0% | 4,539 | -48.4% | 0.01% | -70.6% |
| Q3 2019 | $206,000 | -45.4% | 8,804 | -44.2% | 0.02% | -46.9% |
| Q2 2019 | $377,000 | -18.0% | 15,771 | -18.1% | 0.03% | -22.0% |
| Q1 2019 | $460,000 | – | 19,246 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARVEST TRUST CO N A | 1,997,591 | $48,841,099 | 3.18% |
| Magnus Financial Group LLC | 770,587 | $18,840,856 | 2.74% |
| Triangle Securities Wealth Management | 263,653 | $6,446,316 | 2.29% |
| Keudell/Morrison Wealth Management | 288,045 | $7,042,688 | 2.15% |
| Quad-Cities Investment Group, LLC | 114,075 | $2,789,136 | 1.87% |
| Edmonds Duncan Registered Investment Advisors, LLC | 236,085 | $5,772,278 | 1.62% |
| FOSTER & MOTLEY INC | 694,518 | $16,981 | 1.39% |
| ATWOOD & PALMER INC | 606,023 | $14,817,265 | 1.30% |
| WealthCare Investment Partners, LLC | 75,012 | $1,790,527 | 1.09% |
| Smith & Howard Wealth Management, LLC | 124,930 | $3,054,537 | 1.07% |