MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 71 filers reported holding MANAGED PORTFOLIO SERIES in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – |
Q2 2022 | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – |
Q1 2022 | $1,000 | 0.0% | 36 | -41.0% | 0.00% | – |
Q4 2021 | $1,000 | 0.0% | 61 | 0.0% | 0.00% | – |
Q3 2021 | $1,000 | 0.0% | 61 | +69.4% | 0.00% | – |
Q2 2021 | $1,000 | – | 36 | – | 0.00% | – |
Q1 2020 | $0 | – | 0 | – | 0.00% | – |
Q4 2019 | $0 | – | 0 | – | 0.00% | – |
Q3 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q2 2019 | $21,000 | +5.0% | 857 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $20,000 | +17.6% | 857 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $17,000 | -15.0% | 857 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $20,000 | 0.0% | 857 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $20,000 | – | 857 | – | 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% |