MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 71 filers reported holding MANAGED PORTFOLIO SERIES in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $450,000 | -36.1% | 18,550 | -30.2% | 0.08% | -32.1% |
| Q1 2022 | $704,000 | -77.5% | 26,584 | -81.1% | 0.11% | -76.5% |
| Q4 2021 | $3,127,000 | -49.5% | 140,657 | -50.5% | 0.48% | -61.0% |
| Q3 2021 | $6,197,000 | -89.7% | 284,263 | -89.3% | 1.22% | -88.6% |
| Q2 2021 | $59,888,000 | +6.8% | 2,658,134 | -3.9% | 10.76% | -1.7% |
| Q1 2021 | $56,064,000 | +12.6% | 2,765,868 | -3.8% | 10.94% | +4.8% |
| Q4 2020 | $49,773,000 | +13.4% | 2,873,740 | -1.9% | 10.44% | -6.1% |
| Q3 2020 | $43,902,000 | -5.7% | 2,930,707 | +4.0% | 11.13% | -17.2% |
| Q2 2020 | $46,560,000 | – | 2,817,538 | – | 13.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 2,873,740 | $49,773,000 | 10.44% |
| Arvest Bank Trust Division | 1,615,042 | $27,973,000 | 1.74% |
| HOWARD FINANCIAL SERVICES, LTD. | 159,763 | $2,767,000 | 1.46% |
| Triangle Securities Wealth Management | 186,871 | $3,237,000 | 1.28% |
| Smith & Howard Wealth Management, LLC | 130,561 | $2,261,000 | 1.20% |
| Edmonds Duncan Registered Investment Advisors, LLC | 187,613 | $3,574,000 | 1.19% |
| FOSTER & MOTLEY INC | 670,141 | $11,607,000 | 1.12% |
| Quad-Cities Investment Group, LLC | 68,684 | $1,190,000 | 0.98% |
| ATWOOD & PALMER INC | 515,718 | $8,932,000 | 0.96% |
| Magnus Financial Group LLC | 515,805 | $8,934,000 | 0.89% |