MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 70 filers reported holding MANAGED PORTFOLIO SERIES in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,776,035 | -10.3% | 72,639 | -9.5% | 0.00% | 0.0% |
| Q2 2023 | $1,979,439 | +1.5% | 80,292 | +0.1% | 0.00% | 0.0% |
| Q1 2023 | $1,950,026 | -16.8% | 80,182 | -15.5% | 0.00% | 0.0% |
| Q4 2022 | $2,344,094 | +39.4% | 94,941 | +30.5% | 0.00% | 0.0% |
| Q3 2022 | $1,681,000 | +36.4% | 72,764 | +43.2% | 0.00% | 0.0% |
| Q2 2022 | $1,232,000 | +41.9% | 50,805 | +55.1% | 0.00% | – |
| Q1 2022 | $868,000 | +61.0% | 32,765 | +35.0% | 0.00% | – |
| Q4 2021 | $539,000 | -1.5% | 24,266 | -3.2% | 0.00% | – |
| Q3 2021 | $547,000 | +1.7% | 25,071 | +4.9% | 0.00% | – |
| Q2 2021 | $538,000 | -3.4% | 23,889 | -13.1% | 0.00% | – |
| Q1 2021 | $557,000 | +47.7% | 27,495 | +26.2% | 0.00% | – |
| Q4 2020 | $377,000 | +18.9% | 21,789 | +3.1% | 0.00% | – |
| Q3 2020 | $317,000 | -78.7% | 21,132 | -76.5% | 0.00% | -100.0% |
| Q2 2020 | $1,485,000 | -51.9% | 89,839 | -60.5% | 0.00% | -75.0% |
| Q1 2020 | $3,085,000 | -49.5% | 227,168 | -12.6% | 0.00% | -33.3% |
| Q4 2019 | $6,108,000 | – | 259,927 | – | 0.01% | – |
Download | ||||||
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% |