MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 91 filers reported holding MANAGED PORTFOLIO SERIES in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,345,000 | +1.0% | 95,968 | +1.8% | 0.00% | -20.0% |
Q2 2023 | $2,322,000 | -7.6% | 94,254 | -9.0% | 0.01% | 0.0% |
Q1 2023 | $2,514,000 | +118.6% | 103,622 | +122.4% | 0.01% | +66.7% |
Q4 2022 | $1,150,000 | -50.7% | 46,589 | -47.0% | 0.00% | -40.0% |
Q1 2022 | $2,334,000 | – | 87,972 | – | 0.01% | – |
Download |
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% |