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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $276 | +36.0% | 9,859 | +18.8% | 0.02% | +50.0% |
| Q3 2023 | $203 | -81.2% | 8,301 | -81.0% | 0.01% | -78.7% |
| Q2 2023 | $1,079 | -0.7% | 43,753 | -2.1% | 0.05% | +6.8% |
| Q1 2023 | $1,087 | -52.0% | 44,690 | -51.3% | 0.04% | -61.4% |
| Q4 2022 | $2,266 | -99.8% | 91,779 | +66.6% | 0.11% | +137.5% |
| Q3 2021 | $1,201,000 | +19.1% | 55,098 | +23.2% | 0.05% | -4.0% |
| Q2 2021 | $1,008,000 | +103.2% | 44,720 | +56.2% | 0.05% | +47.1% |
| Q4 2020 | $496,000 | – | 28,632 | – | 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% |