MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 78 filers reported holding MANAGED PORTFOLIO SERIES in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
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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% |