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 ↓ |
|---|---|---|---|
| Walkner Condon Financial Advisors LLC | 8,096 | $340,000,000 | 0.10% |
| GREAT VALLEY ADVISOR GROUP, INC. | 36,332 | $1,527,000 | 0.09% |
| Key FInancial Inc | 1,572 | $66,000 | 0.03% |
| FLOW TRADERS U.S. LLC | 21,302 | $896,000 | 0.03% |
| LBMC INVESTMENT ADVISORS, LLC | 7,327 | $308,000 | 0.03% |
| HAZLETT, BURT & WATSON, INC. | 689 | $29,000 | 0.02% |
| Hanson & Doremus Investment Management | 2,033 | $85,000 | 0.02% |
| Western Wealth Management, LLC | 7,338 | $308,000 | 0.02% |
| Brinker Capital Investments, LLC | 15,625 | $657,000 | 0.01% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 1,979 | $83,000 | 0.01% |