MANAGED PORTFOLIO SERIES's ticker is EBLU and the CUSIP is 56167N753. A total of 25 filers reported holding MANAGED PORTFOLIO SERIES in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $50,401 | -7.7% | 1,325 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $54,590 | +4.1% | 1,325 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $52,454 | +7.6% | 1,325 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $48,740 | +10.8% | 1,325 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $44,000 | -6.4% | 1,325 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $47,000 | -16.1% | 1,325 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $56,000 | -16.4% | 1,325 | 0.0% | 0.00% | -20.0% |
| Q4 2021 | $67,000 | +11.7% | 1,325 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $60,000 | +53.8% | 1,325 | +51.4% | 0.01% | +66.7% |
| Q2 2021 | $39,000 | +8.3% | 875 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $36,000 | +2.9% | 875 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $35,000 | +12.9% | 875 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $31,000 | +14.8% | 875 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $27,000 | – | 875 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walkner Condon Financial Advisors LLC | 8,096 | $340,000,000 | 0.10% |
| GREAT VALLEY ADVISOR GROUP, INC. | 36,332 | $1,527,000 | 0.09% |
| Key FInancial Inc | 1,572 | $66,000 | 0.03% |
| FLOW TRADERS U.S. LLC | 21,302 | $896,000 | 0.03% |
| LBMC INVESTMENT ADVISORS, LLC | 7,327 | $308,000 | 0.03% |
| HAZLETT, BURT & WATSON, INC. | 689 | $29,000 | 0.02% |
| Hanson & Doremus Investment Management | 2,033 | $85,000 | 0.02% |
| Western Wealth Management, LLC | 7,338 | $308,000 | 0.02% |
| Brinker Capital Investments, LLC | 15,625 | $657,000 | 0.01% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 1,979 | $83,000 | 0.01% |