MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 93 filers reported holding MANAGED PORTFOLIO SERIES in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |