MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 72 filers reported holding MANAGED PORTFOLIO SERIES in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,923,315 | -6.2% | 160,463 | -5.4% | 0.42% | -20.8% |
| Q2 2023 | $4,181,347 | +3.2% | 169,607 | +1.8% | 0.53% | +20.5% |
| Q1 2023 | $4,050,405 | +4.4% | 166,546 | +6.0% | 0.44% | 0.0% |
| Q4 2022 | $3,878,687 | +17.5% | 157,095 | +9.9% | 0.44% | +19.6% |
| Q3 2022 | $3,301,000 | -2.1% | 142,900 | +2.7% | 0.37% | +3.4% |
| Q2 2022 | $3,373,000 | -10.5% | 139,104 | -2.2% | 0.36% | 0.0% |
| Q1 2022 | $3,769,000 | +20.5% | 142,271 | +1.1% | 0.36% | +23.7% |
| Q4 2021 | $3,129,000 | +1.8% | 140,765 | -0.2% | 0.29% | -0.3% |
| Q3 2021 | $3,074,000 | -1.1% | 141,015 | +2.2% | 0.29% | -1.4% |
| Q2 2021 | $3,108,000 | +30.1% | 137,970 | +17.1% | 0.29% | +17.3% |
| Q1 2021 | $2,389,000 | +21.3% | 117,850 | +3.6% | 0.25% | +11.2% |
| Q4 2020 | $1,969,000 | +36.5% | 113,710 | +18.1% | 0.22% | +13.7% |
| Q3 2020 | $1,443,000 | -9.4% | 96,320 | 0.0% | 0.20% | -16.2% |
| Q2 2020 | $1,592,000 | +35.8% | 96,320 | +11.6% | 0.24% | +14.6% |
| Q1 2020 | $1,172,000 | – | 86,275 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 2,765,868 | $56,064,000 | 10.94% |
| Magnus Financial Group LLC | 568,490 | $11,523,000 | 2.78% |
| Busey Bank | 2,046,847 | $41,490,000 | 2.08% |
| Arvest Bank Trust Division | 1,625,016 | $32,939,000 | 1.92% |
| Triangle Securities Wealth Management | 193,013 | $3,912,000 | 1.41% |
| Edmonds Duncan Registered Investment Advisors, LLC | 191,342 | $3,879,000 | 1.29% |
| Smith & Howard Wealth Management, LLC | 124,554 | $2,525,000 | 1.27% |
| FOSTER & MOTLEY INC | 707,319 | $14,337,000 | 1.20% |
| Quad-Cities Investment Group, LLC | 76,462 | $1,550,000 | 1.18% |
| Sterneck Capital Management, LLC | 82,627 | $1,675,000 | 1.17% |