MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 56 filers reported holding MANAGED PORTFOLIO SERIES in Q1 2019. 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 ↓ |
---|---|---|---|
Magnus Financial Group LLC | 744,891 | $18,064,000 | 3.32% |
Keudell/Morrison Wealth Management | 333,528 | $8,088,000 | 2.94% |
ARVEST TRUST CO N A | 1,821,030 | $44,160,000 | 2.89% |
Fulcrum Equity Management | 127,520 | $3,092,000 | 2.49% |
Busey Bank | 1,997,713 | $48,446,000 | 2.25% |
Quad-Cities Investment Group, LLC | 122,121 | $2,961,000 | 2.20% |
Edmonds Duncan Registered Investment Advisors, LLC | 229,931 | $5,576,000 | 1.91% |
Triangle Securities Wealth Management | 199,524 | $4,838,000 | 1.88% |
Sterneck Capital Management, LLC | 91,172 | $2,211,000 | 1.48% |
FOSTER & MOTLEY INC | 647,706 | $15,707,000 | 1.38% |