MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 61 filers reported holding MANAGED PORTFOLIO SERIES in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,945 | -95.5% | 120 | -95.5% | 0.00% | -100.0% |
| Q4 2022 | $66,120 | -94.8% | 2,678 | -95.1% | 0.00% | -96.1% |
| Q4 2019 | $1,282,000 | +5.3% | 54,594 | +4.8% | 0.05% | -5.6% |
| Q3 2019 | $1,218,000 | +5.0% | 52,111 | +7.4% | 0.05% | -23.9% |
| Q2 2019 | $1,160,000 | +8.1% | 48,522 | +8.0% | 0.07% | +2.9% |
| Q1 2019 | $1,073,000 | -32.3% | 44,925 | -43.6% | 0.07% | -32.4% |
| Q4 2018 | $1,585,000 | +98.4% | 79,613 | +131.8% | 0.10% | +67.2% |
| Q3 2018 | $799,000 | -0.1% | 34,343 | -1.0% | 0.06% | -16.4% |
| Q2 2018 | $800,000 | +17.3% | 34,698 | +4.5% | 0.07% | -6.4% |
| Q1 2018 | $682,000 | – | 33,218 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARVEST TRUST CO N A | 1,997,591 | $48,841,099 | 3.18% |
| Magnus Financial Group LLC | 770,587 | $18,840,856 | 2.74% |
| Triangle Securities Wealth Management | 263,653 | $6,446,316 | 2.29% |
| Keudell/Morrison Wealth Management | 288,045 | $7,042,688 | 2.15% |
| Quad-Cities Investment Group, LLC | 114,075 | $2,789,136 | 1.87% |
| Edmonds Duncan Registered Investment Advisors, LLC | 236,085 | $5,772,278 | 1.62% |
| FOSTER & MOTLEY INC | 694,518 | $16,981 | 1.39% |
| ATWOOD & PALMER INC | 606,023 | $14,817,265 | 1.30% |
| WealthCare Investment Partners, LLC | 75,012 | $1,790,527 | 1.09% |
| Smith & Howard Wealth Management, LLC | 124,930 | $3,054,537 | 1.07% |