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 | $9,826 | -0.2% | 401,889 | +0.7% | 0.06% | -1.6% |
| Q2 2023 | $9,841 | -4.4% | 399,159 | -5.7% | 0.06% | -12.9% |
| Q1 2023 | $10,297 | -5.6% | 423,388 | -4.2% | 0.07% | -12.5% |
| Q4 2022 | $10,910 | -99.9% | 441,895 | -9.2% | 0.08% | -10.1% |
| Q3 2022 | $11,244,000 | -66.6% | 486,774 | -64.9% | 0.09% | -65.8% |
| Q2 2022 | $33,622,000 | +16.2% | 1,386,468 | +26.9% | 0.26% | +26.8% |
| Q1 2022 | $28,938,000 | +66.6% | 1,092,410 | +39.8% | 0.20% | +68.0% |
| Q4 2021 | $17,365,000 | +108431.2% | 781,161 | +106762.0% | 0.12% | – |
| Q2 2021 | $16,000 | 0.0% | 731 | 0.0% | 0.00% | – |
| Q1 2021 | $16,000 | 0.0% | 731 | 0.0% | 0.00% | – |
| Q4 2020 | $16,000 | 0.0% | 731 | 0.0% | 0.00% | – |
| Q3 2020 | $16,000 | 0.0% | 731 | 0.0% | 0.00% | – |
| Q2 2020 | $16,000 | 0.0% | 731 | 0.0% | 0.00% | – |
| Q1 2020 | $16,000 | 0.0% | 731 | 0.0% | 0.00% | – |
| Q4 2019 | $16,000 | 0.0% | 731 | 0.0% | 0.00% | – |
| Q3 2019 | $16,000 | 0.0% | 731 | 0.0% | 0.00% | – |
| Q2 2019 | $16,000 | 0.0% | 731 | 0.0% | 0.00% | – |
| Q1 2019 | $16,000 | – | 731 | – | 0.00% | – |
Download | ||||||
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% |