MANAGED PORTFOLIO SERIES's ticker is EBLU and the CUSIP is 56167N753. A total of 31 filers reported holding MANAGED PORTFOLIO SERIES in Q1 2023. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Colorado Capital Management, Inc. | 26,884 | $1,022 | 0.77% |
| Mission Creek Capital Partners, Inc. | 13,254 | $504,143 | 0.17% |
| Walkner Condon Financial Advisors LLC | 10,552 | $401,382 | 0.11% |
| WCG Wealth Advisors LLC | 35,020 | $1,416 | 0.10% |
| HAZLETT, BURT & WATSON, INC. | 1,124 | $43 | 0.03% |
| WFA of San Diego, LLC | 686 | $26,095 | 0.03% |
| Key FInancial Inc | 1,572 | $59,797 | 0.02% |
| BOSTON FINANCIAL MANGEMENT LLC | 9,918 | $377,266 | 0.01% |
| Equitable Holdings, Inc. | 21,324 | $810,952 | 0.01% |
| Orion Portfolio Solutions, LLC | 23,116 | $879,295 | 0.01% |