MANAGED PORTFOLIO SERIES's ticker is EBLU and the CUSIP is 56167N753. A total of 7 filers reported holding MANAGED PORTFOLIO SERIES in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26 | -31.6% | 684 | -26.5% | 0.01% | -37.5% |
| Q2 2023 | $38 | +2.7% | 930 | -0.1% | 0.01% | 0.0% |
| Q1 2023 | $37 | -9.8% | 931 | -16.2% | 0.01% | -11.1% |
| Q4 2022 | $41 | -99.9% | 1,111 | -3.1% | 0.01% | -10.0% |
| Q3 2022 | $38,000 | -32.1% | 1,146 | -26.6% | 0.01% | -28.6% |
| Q2 2022 | $56,000 | -34.1% | 1,561 | -23.2% | 0.01% | -22.2% |
| Q1 2022 | $85,000 | +7.6% | 2,033 | +29.4% | 0.02% | +5.9% |
| Q4 2021 | $79,000 | +16.2% | 1,571 | +5.7% | 0.02% | +6.2% |
| Q3 2021 | $68,000 | +423.1% | 1,486 | +287.0% | 0.02% | +300.0% |
| Q2 2021 | $13,000 | -67.5% | 384 | -60.0% | 0.00% | -55.6% |
| Q1 2021 | $40,000 | +110.5% | 959 | +100.2% | 0.01% | +80.0% |
| Q4 2020 | $19,000 | +46.2% | 479 | +24.7% | 0.01% | +25.0% |
| Q3 2020 | $13,000 | – | 384 | – | 0.00% | – |
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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% |