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 | $419,184 | +19.7% | 11,020 | +29.6% | 0.00% | – |
| Q2 2023 | $350,241 | +44.9% | 8,501 | +39.2% | 0.00% | – |
| Q1 2023 | $241,761 | -76.8% | 6,107 | -78.4% | 0.00% | – |
| Q4 2022 | $1,041,123 | -48.9% | 28,303 | -50.5% | 0.00% | -100.0% |
| Q2 2022 | $2,039,000 | +11.5% | 57,214 | +31.5% | 0.00% | – |
| Q1 2022 | $1,829,000 | +462.8% | 43,500 | +576.1% | 0.00% | – |
| Q4 2021 | $325,000 | -45.3% | 6,434 | -50.7% | 0.00% | – |
| Q3 2021 | $594,000 | -62.6% | 13,046 | -63.5% | 0.00% | – |
| Q2 2021 | $1,587,000 | +125.4% | 35,726 | +58.0% | 0.00% | – |
| Q2 2020 | $704,000 | -49.6% | 22,608 | -55.5% | 0.00% | -100.0% |
| Q1 2020 | $1,396,000 | – | 50,826 | – | 0.00% | – |
Download | ||||||
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% |