MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 57 filers reported holding MANAGED PORTFOLIO SERIES in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $90,000 | -9.1% | 6,050 | 0.0% | 0.01% | -20.0% |
| Q2 2020 | $99,000 | +20.7% | 6,050 | 0.0% | 0.02% | -6.2% |
| Q1 2020 | $82,000 | -36.9% | 6,050 | +9.0% | 0.02% | -30.4% |
| Q4 2019 | $130,000 | +0.8% | 5,550 | 0.0% | 0.02% | -8.0% |
| Q3 2019 | $129,000 | -2.3% | 5,550 | 0.0% | 0.02% | -7.4% |
| Q2 2019 | $132,000 | +100.0% | 5,550 | +98.2% | 0.03% | +92.9% |
| Q1 2019 | $66,000 | +112.9% | 2,800 | +75.0% | 0.01% | +75.0% |
| Q4 2018 | $31,000 | +121.4% | 1,600 | +166.7% | 0.01% | +166.7% |
| Q3 2018 | $14,000 | – | 600 | – | 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% |