MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 78 filers reported holding MANAGED PORTFOLIO SERIES in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,027,930 | +37.0% | 123,842 | +38.1% | 0.00% | 0.0% |
| Q2 2023 | $2,210,161 | +8.0% | 89,650 | +6.5% | 0.00% | 0.0% |
| Q1 2023 | $2,046,823 | -4.2% | 84,162 | -2.7% | 0.00% | 0.0% |
| Q4 2022 | $2,136,327 | +8.3% | 86,526 | +1.4% | 0.00% | 0.0% |
| Q3 2022 | $1,972,000 | -2.2% | 85,355 | +2.6% | 0.00% | 0.0% |
| Q2 2022 | $2,017,000 | -8.7% | 83,158 | -0.3% | 0.00% | 0.0% |
| Q1 2022 | $2,209,000 | +28.6% | 83,382 | +7.9% | 0.00% | +100.0% |
| Q4 2021 | $1,718,000 | +5.8% | 77,300 | +3.8% | 0.00% | -50.0% |
| Q3 2021 | $1,624,000 | -3.8% | 74,498 | -0.6% | 0.00% | 0.0% |
| Q2 2021 | $1,688,000 | +56.4% | 74,934 | +40.8% | 0.00% | +100.0% |
| Q1 2021 | $1,079,000 | +32.6% | 53,226 | +13.3% | 0.00% | 0.0% |
| Q4 2020 | $814,000 | +18.5% | 46,984 | +2.5% | 0.00% | 0.0% |
| Q3 2020 | $687,000 | -18.1% | 45,859 | -9.6% | 0.00% | 0.0% |
| Q2 2020 | $839,000 | +15.4% | 50,754 | -5.1% | 0.00% | -50.0% |
| Q1 2020 | $727,000 | -65.1% | 53,500 | -39.6% | 0.00% | -50.0% |
| Q4 2019 | $2,083,000 | +5.3% | 88,642 | +4.8% | 0.00% | 0.0% |
| Q3 2019 | $1,979,000 | +50.3% | 84,563 | +53.6% | 0.00% | +33.3% |
| Q2 2019 | $1,317,000 | +76.8% | 55,067 | +76.4% | 0.00% | +50.0% |
| Q1 2019 | $745,000 | +82.6% | 31,214 | +52.4% | 0.00% | +100.0% |
| Q4 2018 | $408,000 | -8.1% | 20,478 | +7.4% | 0.00% | 0.0% |
| Q3 2018 | $444,000 | +29.8% | 19,073 | +30.1% | 0.00% | 0.0% |
| Q2 2018 | $342,000 | +12.1% | 14,660 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $305,000 | -21.4% | 14,660 | -11.8% | 0.00% | 0.0% |
| Q4 2017 | $388,000 | +92.1% | 16,621 | +93.2% | 0.00% | 0.0% |
| Q3 2017 | $202,000 | -57.4% | 8,601 | -56.3% | 0.00% | -66.7% |
| Q1 2017 | $474,000 | – | 19,692 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Magnus Financial Group LLC | 627,539 | $13,950,000 | 2.65% |
| ARVEST TRUST CO N A | 1,842,931 | $40,968,000 | 2.16% |
| Busey Bank | 2,102,266 | $46,733,000 | 1.77% |
| Quad-Cities Investment Group, LLC | 112,172 | $2,494,000 | 1.56% |
| Triangle Securities Wealth Management | 208,663 | $4,639,000 | 1.45% |
| Edmonds Duncan Registered Investment Advisors, LLC | 229,470 | $5,390,000 | 1.42% |
| Smith & Howard Wealth Management, LLC | 138,934 | $3,089,000 | 1.40% |
| Sterneck Capital Management, LLC | 90,586 | $2,014,000 | 1.19% |
| LexAurum Advisors, LLC | 157,142 | $3,493,000 | 1.14% |
| FOSTER & MOTLEY INC | 636,503 | $14,149,000 | 1.10% |