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 | $6,318,013 | -1.4% | 258,405 | -0.6% | 1.00% | -1.1% |
| Q2 2023 | $6,406,138 | +4.3% | 259,851 | +2.9% | 1.01% | -8.4% |
| Q1 2023 | $6,143,269 | +0.2% | 252,602 | +1.8% | 1.10% | -4.9% |
| Q4 2022 | $6,128,761 | +6.0% | 248,228 | -0.8% | 1.16% | +27.2% |
| Q3 2022 | $5,783,000 | -6.3% | 250,327 | -1.7% | 0.91% | +3.5% |
| Q2 2022 | $6,175,000 | -13.2% | 254,620 | -5.1% | 0.88% | +22.7% |
| Q1 2022 | $7,110,000 | +20.9% | 268,396 | +1.5% | 0.72% | +27.0% |
| Q4 2021 | $5,880,000 | +1.6% | 264,530 | -0.3% | 0.56% | -4.4% |
| Q3 2021 | $5,787,000 | +1.1% | 265,438 | +4.5% | 0.59% | -1.0% |
| Q2 2021 | $5,722,000 | +18.7% | 253,965 | +6.8% | 0.60% | +1.4% |
| Q1 2021 | $4,819,000 | +66.9% | 237,754 | +42.6% | 0.59% | +58.6% |
| Q4 2020 | $2,888,000 | +270.3% | 166,764 | +220.2% | 0.37% | +273.7% |
| Q3 2020 | $780,000 | +47.4% | 52,084 | +62.6% | 0.10% | +28.6% |
| Q2 2020 | $529,000 | – | 32,029 | – | 0.08% | – |
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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% |