MANAGED PORTFOLIO SERIES's ticker is EBLU and the CUSIP is 56167N753. A total of 30 filers reported holding MANAGED PORTFOLIO SERIES in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $432,791 | -9.1% | 9,556 | -6.3% | 0.00% | 0.0% |
| Q1 2024 | $476,351 | -2.4% | 10,196 | -8.5% | 0.00% | 0.0% |
| Q4 2023 | $488,067 | -7.5% | 11,138 | -19.7% | 0.00% | 0.0% |
| Q3 2023 | $527,518 | -11.1% | 13,868 | -3.7% | 0.00% | 0.0% |
| Q2 2023 | $593,239 | -30.4% | 14,399 | -33.1% | 0.00% | -50.0% |
| Q1 2023 | $852,440 | -14.2% | 21,533 | -20.2% | 0.00% | 0.0% |
| Q4 2022 | $993,082 | -32.0% | 26,997 | -39.2% | 0.00% | -33.3% |
| Q3 2022 | $1,460,000 | -20.2% | 44,370 | -13.6% | 0.00% | -25.0% |
| Q2 2022 | $1,830,000 | -5.8% | 51,332 | +11.1% | 0.00% | 0.0% |
| Q1 2022 | $1,942,000 | +2.8% | 46,203 | +23.5% | 0.00% | 0.0% |
| Q4 2021 | $1,890,000 | +328.6% | 37,397 | +285.9% | 0.00% | +300.0% |
| Q3 2021 | $441,000 | +9.2% | 9,690 | +6.6% | 0.00% | 0.0% |
| Q2 2021 | $404,000 | – | 9,092 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WCG Wealth Advisors LLC | 62,780 | $3,065,000 | 0.21% |
| Addison Advisors LLC | 4,770 | $170,000 | 0.10% |
| Walkner Condon Financial Advisors LLC | 8,275 | $295,000 | 0.09% |
| Key FInancial Inc | 1,572 | $57,000 | 0.03% |
| LBMC INVESTMENT ADVISORS, LLC | 7,327 | $261,000 | 0.03% |
| HAZLETT, BURT & WATSON, INC. | 692 | $24,000 | 0.02% |
| Western Wealth Management, LLC | 6,599 | $236,000 | 0.01% |
| Hanson & Doremus Investment Management | 1,561 | $56,000 | 0.01% |
| Brinker Capital Investments, LLC | 17,621 | $628,000 | 0.01% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 2,211 | $79,000 | 0.01% |