MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 87 filers reported holding MANAGED PORTFOLIO SERIES in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $6,437,451 | +0.5% | 264,698 | +2.0% | 0.04% | 0.0% |
| Q4 2022 | $6,404,676 | +3.6% | 259,404 | -3.1% | 0.04% | -2.7% |
| Q3 2022 | $6,181,000 | -10.2% | 267,567 | -5.8% | 0.04% | -2.6% |
| Q2 2022 | $6,886,000 | -10.9% | 283,973 | -2.7% | 0.04% | 0.0% |
| Q1 2022 | $7,732,000 | +20.6% | 291,881 | +1.2% | 0.04% | +26.7% |
| Q4 2021 | $6,410,000 | +4.8% | 288,344 | +2.7% | 0.03% | -3.2% |
| Q3 2021 | $6,118,000 | -3.0% | 280,640 | +0.2% | 0.03% | -3.1% |
| Q2 2021 | $6,308,000 | +100.3% | 279,985 | +80.2% | 0.03% | +88.2% |
| Q1 2021 | $3,150,000 | -29.5% | 155,394 | -39.8% | 0.02% | -37.0% |
| Q4 2020 | $4,469,000 | +49.2% | 258,002 | +29.0% | 0.03% | +35.0% |
| Q3 2020 | $2,996,000 | +343.2% | 200,032 | +388.8% | 0.02% | +300.0% |
| Q2 2020 | $676,000 | +22.7% | 40,919 | +0.9% | 0.01% | 0.0% |
| Q1 2020 | $551,000 | -16.6% | 40,538 | +44.1% | 0.01% | +25.0% |
| Q4 2019 | $661,000 | +0.8% | 28,138 | +0.4% | 0.00% | -20.0% |
| Q3 2019 | $656,000 | +205.1% | 28,027 | +211.4% | 0.01% | +400.0% |
| Q2 2019 | $215,000 | – | 9,000 | – | 0.00% | – |
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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% |