MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 59 filers reported holding MANAGED PORTFOLIO SERIES in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,227,466 | +12.4% | 42,576 | +9.0% | 0.05% | +8.0% |
| Q1 2024 | $1,092,425 | +8.7% | 39,071 | +0.9% | 0.05% | 0.0% |
| Q4 2023 | $1,004,552 | +9.3% | 38,726 | +3.1% | 0.05% | -2.0% |
| Q3 2023 | $918,733 | +2.3% | 37,576 | +3.2% | 0.05% | +6.2% |
| Q2 2023 | $897,891 | -0.2% | 36,421 | -1.6% | 0.05% | -5.9% |
| Q1 2023 | $899,986 | +0.2% | 37,006 | +1.7% | 0.05% | -3.8% |
| Q4 2022 | $898,370 | +6.9% | 36,386 | +0.0% | 0.05% | 0.0% |
| Q3 2022 | $840,000 | -1.8% | 36,378 | +3.2% | 0.05% | +3.9% |
| Q2 2022 | $855,000 | -6.8% | 35,258 | +1.9% | 0.05% | +8.5% |
| Q1 2022 | $917,000 | +15.3% | 34,598 | -3.3% | 0.05% | +23.7% |
| Q4 2021 | $795,000 | +4.9% | 35,778 | +2.9% | 0.04% | -5.0% |
| Q3 2021 | $758,000 | -0.3% | 34,778 | +3.1% | 0.04% | 0.0% |
| Q2 2021 | $760,000 | +12.6% | 33,728 | +1.3% | 0.04% | +2.6% |
| Q1 2021 | $675,000 | +23.2% | 33,293 | +5.2% | 0.04% | +18.2% |
| Q4 2020 | $548,000 | – | 31,645 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 2,873,740 | $49,773,000 | 10.44% |
| Arvest Bank Trust Division | 1,615,042 | $27,973,000 | 1.74% |
| HOWARD FINANCIAL SERVICES, LTD. | 159,763 | $2,767,000 | 1.46% |
| Triangle Securities Wealth Management | 186,871 | $3,237,000 | 1.28% |
| Smith & Howard Wealth Management, LLC | 130,561 | $2,261,000 | 1.20% |
| Edmonds Duncan Registered Investment Advisors, LLC | 187,613 | $3,574,000 | 1.19% |
| FOSTER & MOTLEY INC | 670,141 | $11,607,000 | 1.12% |
| Quad-Cities Investment Group, LLC | 68,684 | $1,190,000 | 0.98% |
| ATWOOD & PALMER INC | 515,718 | $8,932,000 | 0.96% |
| Magnus Financial Group LLC | 515,805 | $8,934,000 | 0.89% |