MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 41 filers reported holding MANAGED PORTFOLIO SERIES in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,155,418 | +24.1% | 46,797 | +9.6% | 0.00% | – |
| Q3 2021 | $931,000 | +125.4% | 42,697 | +78.9% | 0.00% | – |
| Q4 2020 | $413,000 | -61.2% | 23,862 | -47.3% | 0.00% | -100.0% |
| Q4 2019 | $1,064,000 | +130.3% | 45,262 | +129.3% | 0.00% | 0.0% |
| Q3 2019 | $462,000 | +98.3% | 19,735 | +102.1% | 0.00% | – |
| Q1 2019 | $233,000 | -84.8% | 9,764 | -85.2% | 0.00% | -100.0% |
| Q3 2018 | $1,531,000 | +15.6% | 65,786 | +15.8% | 0.00% | 0.0% |
| Q2 2018 | $1,324,000 | +76.5% | 56,808 | +83.1% | 0.00% | 0.0% |
| Q1 2017 | $750,000 | – | 31,031 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Magnus Financial Group LLC | 744,891 | $18,064,000 | 3.32% |
| Keudell/Morrison Wealth Management | 333,528 | $8,088,000 | 2.94% |
| ARVEST TRUST CO N A | 1,821,030 | $44,160,000 | 2.89% |
| Fulcrum Equity Management | 127,520 | $3,092,000 | 2.49% |
| Busey Bank | 1,997,713 | $48,446,000 | 2.25% |
| Quad-Cities Investment Group, LLC | 122,121 | $2,961,000 | 2.20% |
| Edmonds Duncan Registered Investment Advisors, LLC | 229,931 | $5,576,000 | 1.91% |
| Triangle Securities Wealth Management | 199,524 | $4,838,000 | 1.88% |
| Sterneck Capital Management, LLC | 91,172 | $2,211,000 | 1.48% |
| FOSTER & MOTLEY INC | 647,706 | $15,707,000 | 1.38% |