MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 93 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $265 | +3.5% | 10,755 | +3.6% | 0.02% | +36.4% |
| Q1 2023 | $256 | 0.0% | 10,382 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $256 | -99.9% | 10,382 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $240,000 | -3.6% | 10,382 | +1.2% | 0.01% | +22.2% |
| Q2 2022 | $249,000 | -7.4% | 10,256 | +1.1% | 0.01% | 0.0% |
| Q1 2022 | $269,000 | -29.0% | 10,141 | -40.6% | 0.01% | -10.0% |
| Q4 2021 | $379,000 | +74.7% | 17,065 | +71.1% | 0.01% | +42.9% |
| Q3 2021 | $217,000 | -2.3% | 9,976 | +1.4% | 0.01% | 0.0% |
| Q2 2021 | $222,000 | +20.0% | 9,843 | -12.2% | 0.01% | -30.0% |
| Q2 2020 | $185,000 | +25.9% | 11,206 | +3.2% | 0.01% | 0.0% |
| Q1 2020 | $147,000 | -79.8% | 10,857 | -64.9% | 0.01% | -75.0% |
| Q4 2019 | $727,000 | +208.1% | 30,916 | +206.5% | 0.04% | +150.0% |
| Q3 2019 | $236,000 | -40.1% | 10,088 | -49.0% | 0.02% | -50.0% |
| Q4 2018 | $394,000 | – | 19,787 | – | 0.03% | – |
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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% |