DFPG INVESTMENTS, LLC - MANAGED PORTFOLIO SERIES ownership

MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 94 filers reported holding MANAGED PORTFOLIO SERIES in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
DFPG INVESTMENTS, LLC ownership history of MANAGED PORTFOLIO SERIES
ValueSharesWeighting
Q4 2023$432,190
+27.7%
16,408
+19.9%
0.03%
+9.7%
Q3 2023$338,35313,6870.03%
Other shareholders
MANAGED PORTFOLIO SERIES shareholders Q3 2023
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 2,873,740$49,773,00010.44%
Arvest Bank Trust Division 1,615,042$27,973,0001.74%
HOWARD FINANCIAL SERVICES, LTD. 159,763$2,767,0001.46%
Triangle Securities Wealth Management 186,871$3,237,0001.28%
Smith & Howard Wealth Management, LLC 130,561$2,261,0001.20%
Edmonds Duncan Registered Investment Advisors, LLC 187,613$3,574,0001.19%
FOSTER & MOTLEY INC 670,141$11,607,0001.12%
Quad-Cities Investment Group, LLC 68,684$1,190,0000.98%
ATWOOD & PALMER INC 515,718$8,932,0000.96%
Magnus Financial Group LLC 515,805$8,934,0000.89%
View complete list of MANAGED PORTFOLIO SERIES shareholders