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 | $1,155,418 | +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 | 627,539 | $13,950,000 | 2.65% |
| ARVEST TRUST CO N A | 1,842,931 | $40,968,000 | 2.16% |
| Busey Bank | 2,102,266 | $46,733,000 | 1.77% |
| Quad-Cities Investment Group, LLC | 112,172 | $2,494,000 | 1.56% |
| Triangle Securities Wealth Management | 208,663 | $4,639,000 | 1.45% |
| Edmonds Duncan Registered Investment Advisors, LLC | 229,470 | $5,390,000 | 1.42% |
| Smith & Howard Wealth Management, LLC | 138,934 | $3,089,000 | 1.40% |
| Sterneck Capital Management, LLC | 90,586 | $2,014,000 | 1.19% |
| LexAurum Advisors, LLC | 157,142 | $3,493,000 | 1.14% |
| FOSTER & MOTLEY INC | 636,503 | $14,149,000 | 1.10% |