MANAGED PORTFOLIO SERIES's ticker is EBLU and the CUSIP is 56167N753. A total of 26 filers reported holding MANAGED PORTFOLIO SERIES in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $205,180 | -11.8% | 5,394 | -4.5% | 0.00% | – |
| Q2 2023 | $232,615 | +5.5% | 5,646 | +1.3% | 0.00% | – |
| Q1 2023 | $220,543 | -15.0% | 5,571 | -21.0% | 0.00% | – |
| Q4 2022 | $259,517 | -6.6% | 7,055 | -16.4% | 0.00% | – |
| Q3 2022 | $278,000 | -8.9% | 8,443 | -1.4% | 0.00% | – |
| Q2 2022 | $305,000 | -29.2% | 8,562 | -16.5% | 0.00% | – |
| Q1 2022 | $431,000 | -15.5% | 10,251 | +1.6% | 0.00% | – |
| Q4 2021 | $510,000 | +16.4% | 10,089 | +4.8% | 0.00% | – |
| Q3 2021 | $438,000 | +36.9% | 9,628 | +33.8% | 0.00% | – |
| Q2 2021 | $320,000 | – | 7,194 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Colorado Capital Management, Inc. | 26,884 | $1,022 | 0.77% |
| Mission Creek Capital Partners, Inc. | 13,254 | $504,143 | 0.17% |
| Walkner Condon Financial Advisors LLC | 10,552 | $401,382 | 0.11% |
| WCG Wealth Advisors LLC | 35,020 | $1,416 | 0.10% |
| HAZLETT, BURT & WATSON, INC. | 1,124 | $43 | 0.03% |
| WFA of San Diego, LLC | 686 | $26,095 | 0.03% |
| Key FInancial Inc | 1,572 | $59,797 | 0.02% |
| BOSTON FINANCIAL MANGEMENT LLC | 9,918 | $377,266 | 0.01% |
| Equitable Holdings, Inc. | 21,324 | $810,952 | 0.01% |
| Orion Portfolio Solutions, LLC | 23,116 | $879,295 | 0.01% |