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 | $1,338,394 | +2.6% | 52,755 | +1.5% | 0.26% | +6.6% |
| Q2 2023 | $1,304,085 | +6.9% | 51,997 | +1.5% | 0.24% | +1.7% |
| Q1 2023 | $1,219,683 | -6.1% | 51,242 | +0.2% | 0.24% | -4.8% |
| Q4 2022 | $1,299,518 | +11.6% | 51,142 | +1.5% | 0.25% | -7.4% |
| Q3 2022 | $1,164,000 | – | 50,381 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Magnus Financial Group LLC | 744,891 | $18,064,000 | 3.32% |
| Keudell/Morrison Wealth Management | 333,528 | $8,088,000 | 2.94% |
| ARVEST TRUST CO N A | 1,821,030 | $44,160,000 | 2.89% |
| Fulcrum Equity Management | 127,520 | $3,092,000 | 2.49% |
| Busey Bank | 1,997,713 | $48,446,000 | 2.25% |
| Quad-Cities Investment Group, LLC | 122,121 | $2,961,000 | 2.20% |
| Edmonds Duncan Registered Investment Advisors, LLC | 229,931 | $5,576,000 | 1.91% |
| Triangle Securities Wealth Management | 199,524 | $4,838,000 | 1.88% |
| Sterneck Capital Management, LLC | 91,172 | $2,211,000 | 1.48% |
| FOSTER & MOTLEY INC | 647,706 | $15,707,000 | 1.38% |