MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 49 filers reported holding MANAGED PORTFOLIO SERIES in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,895 | +5.9% | 77,468 | +6.8% | 0.26% | +10.3% |
Q2 2023 | $1,789 | +8.7% | 72,546 | +7.2% | 0.23% | +6.4% |
Q1 2023 | $1,646 | +0.9% | 67,649 | +2.4% | 0.22% | -6.0% |
Q4 2022 | $1,632 | -99.9% | 66,062 | -3.5% | 0.23% | -0.4% |
Q3 2022 | $1,583,000 | -3.0% | 68,491 | +1.8% | 0.23% | +0.9% |
Q2 2022 | $1,632,000 | +6700.0% | 67,277 | +7358.6% | 0.23% | -73.0% |
Q1 2022 | $24,000 | -14.3% | 902 | -26.7% | 0.86% | +13.2% |
Q4 2021 | $28,000 | +3.7% | 1,231 | +2.8% | 0.76% | 0.0% |
Q3 2021 | $27,000 | +2600.0% | 1,198 | +7886.7% | 0.76% | – |
Q2 2019 | $1,000 | 0.0% | 15 | -11.8% | 0.00% | – |
Q4 2018 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – |
Q3 2018 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – |
Q2 2018 | $1,000 | 0.0% | 17 | -15.0% | 0.00% | – |
Q1 2018 | $1,000 | -98.6% | 20 | -99.3% | 0.00% | -100.0% |
Q4 2017 | $70,000 | +16.7% | 2,977 | +17.2% | 0.01% | +28.6% |
Q3 2017 | $60,000 | -3.2% | 2,541 | -3.6% | 0.01% | -12.5% |
Q2 2017 | $62,000 | +59.0% | 2,635 | +64.1% | 0.01% | +60.0% |
Q1 2017 | $39,000 | – | 1,606 | – | 0.01% | – |
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% |