MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 82 filers reported holding MANAGED PORTFOLIO SERIES in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
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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% |