MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 93 filers reported holding MANAGED PORTFOLIO SERIES in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $835,099 | -28.1% | 33,874 | -32.7% | 0.00% | – |
| Q3 2022 | $1,162,000 | +64.1% | 50,306 | +72.3% | 0.00% | – |
| Q2 2022 | $708,000 | -72.0% | 29,203 | -69.4% | 0.00% | -100.0% |
| Q1 2022 | $2,531,000 | +218.4% | 95,535 | +170.9% | 0.00% | – |
| Q2 2021 | $795,000 | -70.1% | 35,266 | -73.1% | 0.00% | -100.0% |
| Q1 2021 | $2,660,000 | +171.7% | 131,240 | +132.3% | 0.00% | – |
| Q4 2020 | $979,000 | -77.4% | 56,507 | -82.3% | 0.00% | -100.0% |
| Q1 2020 | $4,339,000 | +466.4% | 319,544 | +875.6% | 0.00% | – |
| Q3 2019 | $766,000 | +185.8% | 32,753 | +191.6% | 0.00% | – |
| Q1 2019 | $268,000 | -65.9% | 11,231 | -71.5% | 0.00% | – |
| Q4 2018 | $785,000 | +139.3% | 39,411 | +179.7% | 0.00% | – |
| Q3 2018 | $328,000 | -92.6% | 14,088 | -92.6% | 0.00% | -100.0% |
| Q2 2018 | $4,459,000 | +577.7% | 191,364 | +579.6% | 0.00% | – |
| Q4 2017 | $658,000 | +30.3% | 28,158 | +31.0% | 0.00% | – |
| Q3 2017 | $505,000 | – | 21,499 | – | 0.00% | – |
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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% |