MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 64 filers reported holding MANAGED PORTFOLIO SERIES in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Magnus Financial Group LLC | 617,317 | $13,458,000 | 2.85% |
| Arvest Bank Trust Division | 1,795,117 | $39,134,000 | 2.20% |
| Busey Bank | 2,117,185 | $46,155,000 | 1.86% |
| Quad-Cities Investment Group, LLC | 103,062 | $2,247,000 | 1.57% |
| Triangle Securities Wealth Management | 206,807 | $4,508,000 | 1.53% |
| Edmonds Duncan Registered Investment Advisors, LLC | 211,726 | $4,616,000 | 1.40% |
| Smith & Howard Wealth Management, LLC | 131,838 | $2,874,000 | 1.36% |
| RGT Wealth Advisors, LLC | 284,263 | $6,197,000 | 1.22% |
| FOSTER & MOTLEY INC | 664,964 | $14,496,000 | 1.21% |
| Sterneck Capital Management, LLC | 86,475 | $1,885,000 | 1.20% |