MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 59 filers reported holding MANAGED PORTFOLIO SERIES in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,942,460 | -3.1% | 120,346 | -2.3% | 0.13% | +1.6% |
| Q2 2023 | $3,035,586 | -16.9% | 123,132 | -18.0% | 0.13% | -22.9% |
| Q1 2023 | $3,651,186 | +49153.8% | 150,131 | -50.0% | 0.17% | -16.6% |
| Q4 2022 | $7,413 | -99.8% | 300,262 | +56.8% | 0.20% | -32.8% |
| Q3 2022 | $4,422,000 | -7.7% | 191,435 | -3.1% | 0.30% | -16.1% |
| Q2 2022 | $4,789,000 | -13.8% | 197,478 | -5.8% | 0.35% | +16.1% |
| Q1 2022 | $5,554,000 | -1.3% | 209,656 | -17.2% | 0.30% | +6.7% |
| Q4 2021 | $5,626,000 | +0.2% | 253,077 | -1.8% | 0.28% | -8.1% |
| Q3 2021 | $5,616,000 | -5.7% | 257,600 | -2.6% | 0.31% | -5.8% |
| Q2 2021 | $5,957,000 | -22.0% | 264,399 | -29.8% | 0.33% | -27.7% |
| Q1 2021 | $7,636,000 | -2.7% | 376,700 | -16.9% | 0.46% | -6.2% |
| Q4 2020 | $7,847,000 | +230.1% | 453,044 | +185.6% | 0.48% | +187.0% |
| Q3 2020 | $2,377,000 | +4.9% | 158,645 | +15.7% | 0.17% | +0.6% |
| Q2 2020 | $2,266,000 | +91.1% | 137,120 | +57.0% | 0.17% | +46.1% |
| Q1 2020 | $1,186,000 | -11.2% | 87,361 | +53.7% | 0.12% | -1.7% |
| Q4 2019 | $1,336,000 | – | 56,831 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Magnus Financial Group LLC | 617,317 | $13,458,000 | 2.85% |
| Arvest Bank Trust Division | 1,795,117 | $39,134,000 | 2.20% |
| Busey Bank | 2,117,185 | $46,155,000 | 1.86% |
| Quad-Cities Investment Group, LLC | 103,062 | $2,247,000 | 1.57% |
| Triangle Securities Wealth Management | 206,807 | $4,508,000 | 1.53% |
| Edmonds Duncan Registered Investment Advisors, LLC | 211,726 | $4,616,000 | 1.40% |
| Smith & Howard Wealth Management, LLC | 131,838 | $2,874,000 | 1.36% |
| RGT Wealth Advisors, LLC | 284,263 | $6,197,000 | 1.22% |
| FOSTER & MOTLEY INC | 664,964 | $14,496,000 | 1.21% |
| Sterneck Capital Management, LLC | 86,475 | $1,885,000 | 1.20% |