MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 79 filers reported holding MANAGED PORTFOLIO SERIES in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $20,396 | +2.9% | 707,467 | -0.2% | 1.40% | +2.7% |
Q1 2024 | $19,825 | +10.6% | 709,047 | +2.6% | 1.36% | +2.5% |
Q4 2023 | $17,923 | +5.5% | 690,928 | -0.5% | 1.33% | -4.3% |
Q3 2023 | $16,981 | -0.8% | 694,518 | +0.0% | 1.39% | +5.0% |
Q2 2023 | $17,121 | +4.2% | 694,482 | +2.8% | 1.33% | -0.8% |
Q1 2023 | $16,433 | +0.9% | 675,716 | +2.4% | 1.34% | -3.9% |
Q4 2022 | $16,294 | -99.9% | 659,949 | +1.6% | 1.39% | -2.4% |
Q3 2022 | $15,006,000 | -4.5% | 649,603 | +0.3% | 1.42% | +3.3% |
Q2 2022 | $15,707,000 | -5.7% | 647,706 | +3.0% | 1.38% | +5.7% |
Q1 2022 | $16,651,000 | +17.7% | 628,560 | -1.2% | 1.31% | +18.6% |
Q4 2021 | $14,149,000 | -2.4% | 636,503 | -4.3% | 1.10% | -8.8% |
Q3 2021 | $14,496,000 | -10.8% | 664,964 | -7.8% | 1.21% | -11.3% |
Q2 2021 | $16,254,000 | +13.4% | 721,447 | +2.0% | 1.36% | +13.8% |
Q1 2021 | $14,337,000 | +23.5% | 707,319 | +5.5% | 1.20% | +6.7% |
Q4 2020 | $11,607,000 | +37.2% | 670,141 | +18.7% | 1.12% | +12.4% |
Q3 2020 | $8,460,000 | +11.5% | 564,743 | +23.0% | 1.00% | +5.1% |
Q2 2020 | $7,586,000 | +93.7% | 459,060 | +59.2% | 0.95% | +62.5% |
Q1 2020 | $3,916,000 | – | 288,373 | – | 0.58% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TRAPHAGEN INVESTMENT ADVISORS LLC | 1,384,747 | $33,580,120 | 6.12% |
Magnus Financial Group LLC | 744,891 | $18,064,000 | 3.32% |
Keudell/Morrison Wealth Management | 333,528 | $8,088,000 | 2.94% |
ARVEST TRUST CO N A | 1,821,030 | $44,160,000 | 2.89% |
Fulcrum Equity Management | 127,520 | $3,092,000 | 2.49% |
Busey Bank | 1,997,713 | $48,446,000 | 2.25% |
Quad-Cities Investment Group, LLC | 122,121 | $2,961,000 | 2.20% |
Edmonds Duncan Registered Investment Advisors, LLC | 229,931 | $5,576,000 | 1.91% |
Triangle Securities Wealth Management | 199,524 | $4,838,000 | 1.88% |
Sterneck Capital Management, LLC | 91,172 | $2,211,000 | 1.48% |