MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 57 filers reported holding MANAGED PORTFOLIO SERIES in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,290,546 | +320.4% | 52,270 | +293.9% | 0.15% | +292.1% |
| Q3 2022 | $307,000 | -14.2% | 13,270 | -10.2% | 0.04% | -15.6% |
| Q2 2022 | $358,000 | -8.4% | 14,770 | 0.0% | 0.04% | +12.5% |
| Q1 2022 | $391,000 | +19.2% | 14,770 | 0.0% | 0.04% | +17.6% |
| Q4 2021 | $328,000 | +1.9% | 14,770 | 0.0% | 0.03% | -10.5% |
| Q3 2021 | $322,000 | -3.3% | 14,770 | 0.0% | 0.04% | -5.0% |
| Q2 2021 | $333,000 | +11.4% | 14,770 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $299,000 | +16.8% | 14,770 | 0.0% | 0.04% | +8.1% |
| Q4 2020 | $256,000 | +14.8% | 14,770 | -0.7% | 0.04% | +2.8% |
| Q3 2020 | $223,000 | -17.7% | 14,870 | -9.3% | 0.04% | -28.0% |
| Q2 2020 | $271,000 | – | 16,400 | – | 0.05% | – |
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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% |