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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,057,237 | -8.6% | 84,590 | -7.2% | 1.30% | -13.2% |
| Q4 2022 | $2,251,539 | +4.3% | 91,192 | -2.4% | 1.49% | -2.1% |
| Q3 2022 | $2,158,000 | -2.4% | 93,403 | +2.4% | 1.52% | +3.0% |
| Q2 2022 | $2,211,000 | -9.6% | 91,172 | -1.3% | 1.48% | +0.8% |
| Q1 2022 | $2,446,000 | +21.4% | 92,331 | +1.9% | 1.47% | +23.3% |
| Q4 2021 | $2,014,000 | +6.8% | 90,586 | +4.8% | 1.19% | -0.8% |
| Q3 2021 | $1,885,000 | -0.4% | 86,475 | +1.1% | 1.20% | +2.5% |
| Q2 2021 | $1,893,000 | +13.0% | 85,560 | +3.5% | 1.17% | +0.1% |
| Q1 2021 | $1,675,000 | – | 82,627 | – | 1.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Magnus Financial Group LLC | 744,891 | $18,064,000 | 3.32% |
| Keudell/Morrison Wealth Management | 333,528 | $8,088,000 | 2.94% |
| ARVEST TRUST CO N A | 1,821,030 | $44,160,000 | 2.89% |
| Fulcrum Equity Management | 127,520 | $3,092,000 | 2.49% |
| Busey Bank | 1,997,713 | $48,446,000 | 2.25% |
| Quad-Cities Investment Group, LLC | 122,121 | $2,961,000 | 2.20% |
| Edmonds Duncan Registered Investment Advisors, LLC | 229,931 | $5,576,000 | 1.91% |
| Triangle Securities Wealth Management | 199,524 | $4,838,000 | 1.88% |
| Sterneck Capital Management, LLC | 91,172 | $2,211,000 | 1.48% |
| FOSTER & MOTLEY INC | 647,706 | $15,707,000 | 1.38% |