MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 59 filers reported holding MANAGED PORTFOLIO SERIES in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 627,539 | $13,950,000 | 2.65% |
| ARVEST TRUST CO N A | 1,842,931 | $40,968,000 | 2.16% |
| Busey Bank | 2,102,266 | $46,733,000 | 1.77% |
| Quad-Cities Investment Group, LLC | 112,172 | $2,494,000 | 1.56% |
| Triangle Securities Wealth Management | 208,663 | $4,639,000 | 1.45% |
| Edmonds Duncan Registered Investment Advisors, LLC | 229,470 | $5,390,000 | 1.42% |
| Smith & Howard Wealth Management, LLC | 138,934 | $3,089,000 | 1.40% |
| Sterneck Capital Management, LLC | 90,586 | $2,014,000 | 1.19% |
| LexAurum Advisors, LLC | 157,142 | $3,493,000 | 1.14% |
| FOSTER & MOTLEY INC | 636,503 | $14,149,000 | 1.10% |