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 | $4,955,306 | +1.7% | 202,671 | +2.6% | 0.04% | +7.1% |
| Q2 2023 | $4,872,217 | +95602.6% | 197,631 | -5.6% | 0.04% | -8.7% |
| Q1 2023 | $5,091 | -1.6% | 209,325 | -0.1% | 0.05% | -4.2% |
| Q4 2022 | $5,176 | -99.9% | 209,639 | +19.2% | 0.05% | +17.1% |
| Q3 2022 | $4,062,000 | +5.0% | 175,869 | +10.2% | 0.04% | +10.8% |
| Q2 2022 | $3,870,000 | +197.9% | 159,555 | +225.4% | 0.04% | +270.0% |
| Q1 2022 | $1,299,000 | +23.6% | 49,028 | +3.7% | 0.01% | +25.0% |
| Q4 2021 | $1,051,000 | +25.9% | 47,278 | +23.4% | 0.01% | +14.3% |
| Q3 2021 | $835,000 | +99.3% | 38,305 | +105.9% | 0.01% | +75.0% |
| Q2 2021 | $419,000 | +16.7% | 18,600 | +5.1% | 0.00% | +33.3% |
| Q1 2021 | $359,000 | – | 17,700 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Magnus Financial Group LLC | 758,271 | $17,516,000 | 3.35% |
| ARVEST TRUST CO N A | 1,902,490 | $43,948,000 | 3.02% |
| Keudell/Morrison Wealth Management | 312,694 | $7,223,000 | 2.70% |
| Fulcrum Equity Management | 125,923 | $2,909,000 | 2.46% |
| Quad-Cities Investment Group, LLC | 131,049 | $3,027,000 | 2.35% |
| Busey Bank | 2,003,058 | $46,271,000 | 2.29% |
| Triangle Securities Wealth Management | 236,101 | $5,454,000 | 2.23% |
| Edmonds Duncan Registered Investment Advisors, LLC | 239,810 | $5,540,000 | 1.96% |
| Sterneck Capital Management, LLC | 93,403 | $2,158,000 | 1.52% |
| FOSTER & MOTLEY INC | 649,603 | $15,006,000 | 1.42% |