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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $581,000 | +9.4% | 25,805 | -1.6% | 0.04% | +2.6% |
| Q1 2021 | $531,000 | +15.9% | 26,219 | -0.8% | 0.04% | -7.3% |
| Q4 2020 | $458,000 | +15.1% | 26,442 | -0.6% | 0.04% | -6.8% |
| Q3 2020 | $398,000 | -8.3% | 26,598 | +1.3% | 0.04% | -18.5% |
| Q2 2020 | $434,000 | +21.6% | 26,264 | 0.0% | 0.05% | +3.8% |
| Q1 2020 | $357,000 | +33.2% | 26,264 | +130.1% | 0.05% | +52.9% |
| Q4 2019 | $268,000 | -8.5% | 11,414 | -8.8% | 0.03% | -20.9% |
| Q3 2019 | $293,000 | -2.0% | 12,514 | 0.0% | 0.04% | -8.5% |
| Q2 2019 | $299,000 | +27.8% | 12,514 | +27.7% | 0.05% | +17.5% |
| Q1 2019 | $234,000 | +41.8% | 9,798 | +17.9% | 0.04% | +25.0% |
| Q4 2018 | $165,000 | +4.4% | 8,310 | +22.4% | 0.03% | +10.3% |
| Q3 2018 | $158,000 | – | 6,788 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Magnus Financial Group LLC | 617,317 | $13,458,000 | 2.85% |
| Arvest Bank Trust Division | 1,795,117 | $39,134,000 | 2.20% |
| Busey Bank | 2,117,185 | $46,155,000 | 1.86% |
| Quad-Cities Investment Group, LLC | 103,062 | $2,247,000 | 1.57% |
| Triangle Securities Wealth Management | 206,807 | $4,508,000 | 1.53% |
| Edmonds Duncan Registered Investment Advisors, LLC | 211,726 | $4,616,000 | 1.40% |
| Smith & Howard Wealth Management, LLC | 131,838 | $2,874,000 | 1.36% |
| RGT Wealth Advisors, LLC | 284,263 | $6,197,000 | 1.22% |
| FOSTER & MOTLEY INC | 664,964 | $14,496,000 | 1.21% |
| Sterneck Capital Management, LLC | 86,475 | $1,885,000 | 1.20% |