MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 96 filers reported holding MANAGED PORTFOLIO SERIES in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| ARVEST TRUST CO N A | 1,954,133 | $49,810,850 | 2.97% |
| Magnus Financial Group LLC | 770,554 | $18,996,539 | 2.70% |
| Triangle Securities Wealth Management | 261,267 | $6,441,047 | 2.22% |
| Keudell/Morrison Wealth Management | 298,774 | $7,365,706 | 2.12% |
| Quad-Cities Investment Group, LLC | 120,270 | $2,965,030 | 1.94% |
| Edmonds Duncan Registered Investment Advisors, LLC | 234,944 | $5,792,098 | 1.74% |
| ATWOOD & PALMER INC | 604,358 | $14,899,302 | 1.33% |
| FOSTER & MOTLEY INC | 694,482 | $17,121 | 1.33% |
| WealthCare Investment Partners, LLC | 74,436 | $1,830,380 | 1.10% |
| Smith & Howard Wealth Management, LLC | 119,297 | $2,941,035 | 1.04% |