MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 96 filers reported holding MANAGED PORTFOLIO SERIES in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $254,205 | -14.6% | 10,397 | -13.9% | 0.03% | -6.1% |
| Q2 2023 | $297,682 | -0.1% | 12,075 | -1.4% | 0.03% | -2.9% |
| Q1 2023 | $297,853 | -10.8% | 12,247 | -9.4% | 0.03% | -10.5% |
| Q4 2022 | $333,755 | -99.9% | 13,518 | -18.1% | 0.04% | -13.6% |
| Q3 2022 | $381,483,000 | -18.1% | 16,514 | -14.1% | 0.04% | -12.0% |
| Q2 2022 | $465,982,000 | – | 19,216 | – | 0.05% | – |
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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% |