MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 61 filers reported holding MANAGED PORTFOLIO SERIES in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $743,000 | +682.1% | 31,601 | +680.3% | 0.23% | +612.5% |
| Q3 2019 | $95,000 | -2.1% | 4,050 | 0.0% | 0.03% | -11.1% |
| Q2 2019 | $97,000 | 0.0% | 4,050 | 0.0% | 0.04% | -2.7% |
| Q1 2019 | $97,000 | +19.8% | 4,050 | 0.0% | 0.04% | +2.8% |
| Q4 2018 | $81,000 | -13.8% | 4,050 | 0.0% | 0.04% | -2.7% |
| Q3 2018 | $94,000 | 0.0% | 4,050 | 0.0% | 0.04% | -5.1% |
| Q2 2018 | $94,000 | +11.9% | 4,050 | 0.0% | 0.04% | +11.4% |
| Q1 2018 | $84,000 | – | 4,050 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARVEST TRUST CO N A | 1,997,591 | $48,841,099 | 3.18% |
| Magnus Financial Group LLC | 770,587 | $18,840,856 | 2.74% |
| Triangle Securities Wealth Management | 263,653 | $6,446,316 | 2.29% |
| Keudell/Morrison Wealth Management | 288,045 | $7,042,688 | 2.15% |
| Quad-Cities Investment Group, LLC | 114,075 | $2,789,136 | 1.87% |
| Edmonds Duncan Registered Investment Advisors, LLC | 236,085 | $5,772,278 | 1.62% |
| FOSTER & MOTLEY INC | 694,518 | $16,981 | 1.39% |
| ATWOOD & PALMER INC | 606,023 | $14,817,265 | 1.30% |
| WealthCare Investment Partners, LLC | 75,012 | $1,790,527 | 1.09% |
| Smith & Howard Wealth Management, LLC | 124,930 | $3,054,537 | 1.07% |