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 | $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 ↓ |
|---|---|---|---|
| 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% |