MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 82 filers reported holding MANAGED PORTFOLIO SERIES in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $105,869 | -0.8% | 4,330 | 0.0% | 0.02% | +4.8% |
| Q2 2023 | $106,748 | +1.4% | 4,330 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $105,306 | -1.8% | 4,330 | 0.0% | 0.02% | -4.5% |
| Q4 2022 | $107,248 | +7.2% | 4,330 | -0.3% | 0.02% | +10.0% |
| Q3 2022 | $100,000 | -4.8% | 4,342 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $105,000 | +10400.0% | 4,342 | +11326.3% | 0.02% | – |
| Q1 2022 | $1,000 | – | 38 | – | 0.00% | – |
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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% |