MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 70 filers reported holding MANAGED PORTFOLIO SERIES in Q2 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Magnus Financial Group LLC | 758,271 | $17,516,000 | 3.35% |
| ARVEST TRUST CO N A | 1,902,490 | $43,948,000 | 3.02% |
| Keudell/Morrison Wealth Management | 312,694 | $7,223,000 | 2.70% |
| Fulcrum Equity Management | 125,923 | $2,909,000 | 2.46% |
| Quad-Cities Investment Group, LLC | 131,049 | $3,027,000 | 2.35% |
| Busey Bank | 2,003,058 | $46,271,000 | 2.29% |
| Triangle Securities Wealth Management | 236,101 | $5,454,000 | 2.23% |
| Edmonds Duncan Registered Investment Advisors, LLC | 239,810 | $5,540,000 | 1.96% |
| Sterneck Capital Management, LLC | 93,403 | $2,158,000 | 1.52% |
| FOSTER & MOTLEY INC | 649,603 | $15,006,000 | 1.42% |