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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |