MANAGED PORTFOLIO SERIES's ticker is EBLU and the CUSIP is 56167N753. A total of 31 filers reported holding MANAGED PORTFOLIO SERIES in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $957,114 | -13.0% | 25,162 | -5.8% | 0.00% | 0.0% |
| Q2 2023 | $1,100,235 | -4.1% | 26,705 | -7.9% | 0.00% | 0.0% |
| Q1 2023 | $1,147,468 | -2.0% | 28,986 | -8.9% | 0.00% | 0.0% |
| Q4 2022 | $1,170,446 | +11.7% | 31,819 | -0.1% | 0.00% | 0.0% |
| Q3 2022 | $1,048,000 | -8.5% | 31,850 | -0.8% | 0.00% | 0.0% |
| Q2 2022 | $1,145,000 | -20.7% | 32,119 | -6.5% | 0.00% | 0.0% |
| Q1 2022 | $1,444,000 | -64.5% | 34,338 | -57.4% | 0.00% | -66.7% |
| Q4 2021 | $4,072,000 | +35.6% | 80,566 | +22.0% | 0.00% | 0.0% |
| Q3 2021 | $3,004,000 | +425.2% | 66,027 | +412.4% | 0.00% | +200.0% |
| Q2 2021 | $572,000 | +55.9% | 12,885 | +45.8% | 0.00% | – |
| Q1 2021 | $367,000 | – | 8,836 | – | 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% |