MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 64 filers reported holding MANAGED PORTFOLIO SERIES in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,155,418 | +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 | 758,271 | $17,516,000 | 3.35% |
| ARVEST TRUST CO N A | 1,902,490 | $43,948,000 | 3.02% |
| Keudell/Morrison Wealth Management | 312,694 | $7,223,000 | 2.70% |
| Fulcrum Equity Management | 125,923 | $2,909,000 | 2.46% |
| Quad-Cities Investment Group, LLC | 131,049 | $3,027,000 | 2.35% |
| Busey Bank | 2,003,058 | $46,271,000 | 2.29% |
| Triangle Securities Wealth Management | 236,101 | $5,454,000 | 2.23% |
| Edmonds Duncan Registered Investment Advisors, LLC | 239,810 | $5,540,000 | 1.96% |
| Sterneck Capital Management, LLC | 93,403 | $2,158,000 | 1.52% |
| FOSTER & MOTLEY INC | 649,603 | $15,006,000 | 1.42% |