MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 70 filers reported holding MANAGED PORTFOLIO SERIES in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
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 | 1,956,665 | $47,586,092 | 2.97% |
| Magnus Financial Group LLC | 767,403 | $18,663,248 | 2.84% |
| Triangle Securities Wealth Management | 256,914 | $6,248,147 | 2.23% |
| Keudell/Morrison Wealth Management | 300,757 | $7,314,410 | 2.15% |
| Busey Bank | 2,015,893 | $49,026,510 | 2.07% |
| Quad-Cities Investment Group, LLC | 123,086 | $2,993,441 | 2.07% |
| Edmonds Duncan Registered Investment Advisors, LLC | 229,411 | $5,579,276 | 1.73% |
| Fulcrum Equity Management | 140,052 | $3,406,050 | 1.60% |
| ATWOOD & PALMER INC | 597,963 | $14,542,463 | 1.37% |
| FOSTER & MOTLEY INC | 675,716 | $16,433 | 1.34% |