MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 62 filers reported holding MANAGED PORTFOLIO SERIES in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRAPHAGEN INVESTMENT ADVISORS LLC | 1,384,747 | $33,580,120 | 6.12% |
| Magnus Financial Group LLC | 744,891 | $18,064,000 | 3.32% |
| Keudell/Morrison Wealth Management | 333,528 | $8,088,000 | 2.94% |
| ARVEST TRUST CO N A | 1,821,030 | $44,160,000 | 2.89% |
| Fulcrum Equity Management | 127,520 | $3,092,000 | 2.49% |
| Busey Bank | 1,997,713 | $48,446,000 | 2.25% |
| Quad-Cities Investment Group, LLC | 122,121 | $2,961,000 | 2.20% |
| Edmonds Duncan Registered Investment Advisors, LLC | 229,931 | $5,576,000 | 1.91% |
| Triangle Securities Wealth Management | 199,524 | $4,838,000 | 1.88% |
| Sterneck Capital Management, LLC | 91,172 | $2,211,000 | 1.48% |