MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 82 filers reported holding MANAGED PORTFOLIO SERIES in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $810,469 | +36.2% | 33,148 | +37.3% | 0.00% | – |
| Q2 2023 | $595,175 | +147.7% | 24,142 | +144.4% | 0.00% | – |
| Q1 2023 | $240,282 | -66.5% | 9,880 | -68.2% | 0.00% | – |
| Q3 2022 | $718,000 | +15.4% | 31,103 | +32.6% | 0.00% | – |
| Q1 2022 | $622,000 | +6.1% | 23,463 | -18.9% | 0.00% | – |
| Q1 2021 | $586,000 | +119.5% | 28,917 | +46.9% | 0.00% | – |
| Q1 2020 | $267,000 | -69.9% | 19,687 | -47.8% | 0.00% | – |
| Q4 2019 | $886,000 | +134.4% | 37,694 | +132.2% | 0.00% | – |
| Q2 2018 | $378,000 | -4.3% | 16,235 | -14.5% | 0.00% | – |
| Q1 2018 | $395,000 | +51.3% | 18,979 | +71.0% | 0.00% | – |
| Q3 2017 | $261,000 | -61.4% | 11,098 | -61.7% | 0.00% | – |
| Q2 2017 | $677,000 | +32.0% | 28,962 | +36.4% | 0.00% | – |
| Q1 2017 | $513,000 | – | 21,228 | – | 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% |