MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 59 filers reported holding MANAGED PORTFOLIO SERIES in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,054,537 | +3.9% | 124,930 | +4.7% | 1.07% | +3.6% |
| Q2 2023 | $2,941,035 | +0.1% | 119,297 | -1.3% | 1.04% | +2.2% |
| Q1 2023 | $2,938,107 | +5.9% | 120,810 | +7.5% | 1.01% | -4.4% |
| Q4 2022 | $2,774,235 | +1.7% | 112,363 | -4.8% | 1.06% | -8.9% |
| Q3 2022 | $2,727,000 | -0.4% | 118,065 | +4.6% | 1.16% | +0.3% |
| Q2 2022 | $2,738,000 | -5.4% | 112,922 | +3.4% | 1.16% | -4.8% |
| Q1 2022 | $2,893,000 | -6.3% | 109,197 | -21.4% | 1.22% | -12.9% |
| Q4 2021 | $3,089,000 | +7.5% | 138,934 | +5.4% | 1.40% | +3.0% |
| Q3 2021 | $2,874,000 | +3.9% | 131,838 | +7.4% | 1.36% | +3.3% |
| Q2 2021 | $2,765,000 | +9.5% | 122,732 | -1.5% | 1.31% | +3.7% |
| Q1 2021 | $2,525,000 | +11.7% | 124,554 | -4.6% | 1.27% | +5.2% |
| Q4 2020 | $2,261,000 | +34.6% | 130,561 | +16.4% | 1.20% | +21.6% |
| Q3 2020 | $1,680,000 | +11.6% | 112,121 | +23.1% | 0.99% | +5.9% |
| Q2 2020 | $1,505,000 | -9.2% | 91,080 | -25.4% | 0.94% | -11.5% |
| Q1 2020 | $1,657,000 | -76.8% | 122,039 | -59.8% | 1.06% | -56.5% |
| Q4 2019 | $7,134,000 | +408.8% | 303,580 | +406.5% | 2.43% | +334.7% |
| Q3 2019 | $1,402,000 | – | 59,934 | – | 0.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Magnus Financial Group LLC | 627,539 | $13,950,000 | 2.65% |
| ARVEST TRUST CO N A | 1,842,931 | $40,968,000 | 2.16% |
| Busey Bank | 2,102,266 | $46,733,000 | 1.77% |
| Quad-Cities Investment Group, LLC | 112,172 | $2,494,000 | 1.56% |
| Triangle Securities Wealth Management | 208,663 | $4,639,000 | 1.45% |
| Edmonds Duncan Registered Investment Advisors, LLC | 229,470 | $5,390,000 | 1.42% |
| Smith & Howard Wealth Management, LLC | 138,934 | $3,089,000 | 1.40% |
| Sterneck Capital Management, LLC | 90,586 | $2,014,000 | 1.19% |
| LexAurum Advisors, LLC | 157,142 | $3,493,000 | 1.14% |
| FOSTER & MOTLEY INC | 636,503 | $14,149,000 | 1.10% |