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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $494 | -99.9% | 20 | -99.9% | 0.00% | -100.0% |
| Q1 2023 | $490,900 | -43.6% | 20,185 | -42.8% | 0.13% | -47.4% |
| Q4 2022 | $870,816 | -25.8% | 35,270 | -30.6% | 0.25% | -33.1% |
| Q3 2022 | $1,173,000 | -4.8% | 50,794 | 0.0% | 0.38% | -0.3% |
| Q2 2022 | $1,232,000 | -8.5% | 50,794 | 0.0% | 0.38% | +4.4% |
| Q1 2022 | $1,346,000 | +14.8% | 50,794 | -3.7% | 0.36% | +24.6% |
| Q4 2021 | $1,172,000 | – | 52,736 | – | 0.29% | – |
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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% |