MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 57 filers reported holding MANAGED PORTFOLIO SERIES in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $59,801 | -14.2% | 2,446 | -13.7% | 0.00% | – |
| Q2 2023 | $69,661 | -12.0% | 2,834 | -12.5% | 0.00% | – |
| Q1 2023 | $79,158 | +8.4% | 3,238 | +10.4% | 0.00% | – |
| Q4 2022 | $73,000 | -42.1% | 2,932 | -46.2% | 0.00% | – |
| Q3 2022 | $126,000 | +31.2% | 5,445 | +38.0% | 0.00% | – |
| Q2 2022 | $96,000 | +84.6% | 3,947 | +100.8% | 0.00% | – |
| Q1 2022 | $52,000 | +160.0% | 1,966 | +123.4% | 0.00% | – |
| Q4 2021 | $20,000 | -68.3% | 880 | -69.3% | 0.00% | – |
| Q3 2021 | $63,000 | -48.8% | 2,863 | -47.4% | 0.00% | – |
| Q2 2021 | $123,000 | +17.1% | 5,446 | +6.2% | 0.00% | – |
| Q1 2021 | $105,000 | -11.8% | 5,130 | -25.7% | 0.00% | – |
| Q4 2020 | $119,000 | +8.2% | 6,905 | -5.5% | 0.00% | – |
| Q3 2020 | $110,000 | -13.4% | 7,305 | -4.8% | 0.00% | – |
| Q2 2020 | $127,000 | -22.1% | 7,675 | -36.1% | 0.00% | -100.0% |
| Q1 2020 | $163,000 | – | 12,020 | – | 0.00% | – |
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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% |