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 | $729 | -1.0% | 29,835 | 0.0% | 0.11% | +1.8% |
| Q2 2023 | $736 | +4.4% | 29,835 | +2.9% | 0.11% | -5.2% |
| Q1 2023 | $705 | -4.1% | 29,004 | -2.6% | 0.12% | -9.4% |
| Q4 2022 | $735 | -99.9% | 29,779 | 0.0% | 0.13% | -4.5% |
| Q3 2022 | $688,000 | -4.7% | 29,779 | 0.0% | 0.13% | -0.7% |
| Q2 2022 | $722,000 | -8.5% | 29,779 | 0.0% | 0.14% | +3.1% |
| Q1 2022 | $789,000 | +21.8% | 29,779 | +2.2% | 0.13% | +24.8% |
| Q4 2021 | $648,000 | +1.2% | 29,140 | -0.7% | 0.10% | -7.9% |
| Q3 2021 | $640,000 | +66.7% | 29,355 | +77.4% | 0.11% | +65.2% |
| Q2 2021 | $384,000 | -36.1% | 16,544 | -44.2% | 0.07% | -37.3% |
| Q1 2021 | $601,000 | +21.4% | 29,648 | +3.7% | 0.11% | +0.9% |
| Q4 2020 | $495,000 | +13.0% | 28,587 | -2.2% | 0.11% | 0.0% |
| Q3 2020 | $438,000 | -4.6% | 29,240 | +5.2% | 0.11% | -9.9% |
| Q2 2020 | $459,000 | +52.5% | 27,785 | +25.3% | 0.12% | +28.7% |
| Q1 2020 | $301,000 | -21.8% | 22,170 | +35.5% | 0.09% | -4.1% |
| Q4 2019 | $385,000 | +234.8% | 16,364 | +193.7% | 0.10% | +206.2% |
| Q3 2019 | $115,000 | +3.6% | 5,572 | +19.7% | 0.03% | +3.2% |
| Q2 2019 | $111,000 | -46.4% | 4,655 | -46.2% | 0.03% | -44.6% |
| Q1 2019 | $207,000 | +24.0% | 8,658 | +3.3% | 0.06% | +14.3% |
| Q4 2018 | $167,000 | – | 8,380 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARVEST TRUST CO N A | 1,954,133 | $49,810,850 | 2.97% |
| Magnus Financial Group LLC | 770,554 | $18,996,539 | 2.70% |
| Triangle Securities Wealth Management | 261,267 | $6,441,047 | 2.22% |
| Keudell/Morrison Wealth Management | 298,774 | $7,365,706 | 2.12% |
| Quad-Cities Investment Group, LLC | 120,270 | $2,965,030 | 1.94% |
| Edmonds Duncan Registered Investment Advisors, LLC | 234,944 | $5,792,098 | 1.74% |
| ATWOOD & PALMER INC | 604,358 | $14,899,302 | 1.33% |
| FOSTER & MOTLEY INC | 694,482 | $17,121 | 1.33% |
| WealthCare Investment Partners, LLC | 74,436 | $1,830,380 | 1.10% |
| Smith & Howard Wealth Management, LLC | 119,297 | $2,941,035 | 1.04% |