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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |