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 | $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 ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 2,765,868 | $56,064,000 | 10.94% |
| Magnus Financial Group LLC | 568,490 | $11,523,000 | 2.78% |
| Busey Bank | 2,046,847 | $41,490,000 | 2.08% |
| Arvest Bank Trust Division | 1,625,016 | $32,939,000 | 1.92% |
| Triangle Securities Wealth Management | 193,013 | $3,912,000 | 1.41% |
| Edmonds Duncan Registered Investment Advisors, LLC | 191,342 | $3,879,000 | 1.29% |
| Smith & Howard Wealth Management, LLC | 124,554 | $2,525,000 | 1.27% |
| FOSTER & MOTLEY INC | 707,319 | $14,337,000 | 1.20% |
| Quad-Cities Investment Group, LLC | 76,462 | $1,550,000 | 1.18% |
| Sterneck Capital Management, LLC | 82,627 | $1,675,000 | 1.17% |