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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARVEST TRUST CO N A | 1,954,133 | $49,810,850 | 2.97% |
| Magnus Financial Group LLC | 770,554 | $18,996,539 | 2.70% |
| Triangle Securities Wealth Management | 261,267 | $6,441,047 | 2.22% |
| Keudell/Morrison Wealth Management | 298,774 | $7,365,706 | 2.12% |
| Quad-Cities Investment Group, LLC | 120,270 | $2,965,030 | 1.94% |
| Edmonds Duncan Registered Investment Advisors, LLC | 234,944 | $5,792,098 | 1.74% |
| ATWOOD & PALMER INC | 604,358 | $14,899,302 | 1.33% |
| FOSTER & MOTLEY INC | 694,482 | $17,121 | 1.33% |
| WealthCare Investment Partners, LLC | 74,436 | $1,830,380 | 1.10% |
| Smith & Howard Wealth Management, LLC | 119,297 | $2,941,035 | 1.04% |