MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 49 filers reported holding MANAGED PORTFOLIO SERIES in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $216,000 | -99.2% | 15,878 | -98.7% | 0.03% | -98.9% |
| Q4 2019 | $28,239,000 | -1.8% | 1,201,643 | -2.2% | 2.38% | -40.6% |
| Q3 2019 | $28,757,000 | +1.1% | 1,229,085 | +3.3% | 4.01% | -3.6% |
| Q2 2019 | $28,451,000 | -7.8% | 1,189,934 | -7.9% | 4.16% | +1.0% |
| Q1 2019 | $30,847,000 | +7.6% | 1,291,748 | -10.3% | 4.12% | +5.8% |
| Q4 2018 | $28,678,000 | +8946.7% | 1,440,363 | +10466.0% | 3.89% | +7684.0% |
| Q3 2018 | $317,000 | -2.2% | 13,632 | -2.1% | 0.05% | -3.8% |
| Q2 2018 | $324,000 | – | 13,925 | – | 0.05% | – |
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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% |