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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $201,000 | -95.0% | 7,598 | -95.7% | 0.03% | -94.0% |
| Q2 2021 | $4,001,000 | +7.4% | 177,571 | +1.6% | 0.54% | -35.5% |
| Q1 2021 | $3,726,000 | +1361.2% | 174,825 | +1102.3% | 0.83% | +1070.4% |
| Q4 2020 | $255,000 | +25.0% | 14,541 | +11.5% | 0.07% | +6.0% |
| Q3 2020 | $204,000 | -12.4% | 13,041 | -7.4% | 0.07% | -35.0% |
| Q2 2020 | $233,000 | -49.6% | 14,076 | -58.6% | 0.10% | -59.1% |
| Q1 2020 | $462,000 | +75.7% | 34,010 | +203.9% | 0.25% | +69.1% |
| Q4 2019 | $263,000 | – | 11,192 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARVEST TRUST CO N A | 1,997,591 | $48,841,099 | 3.18% |
| Magnus Financial Group LLC | 770,587 | $18,840,856 | 2.74% |
| Triangle Securities Wealth Management | 263,653 | $6,446,316 | 2.29% |
| Keudell/Morrison Wealth Management | 288,045 | $7,042,688 | 2.15% |
| Quad-Cities Investment Group, LLC | 114,075 | $2,789,136 | 1.87% |
| Edmonds Duncan Registered Investment Advisors, LLC | 236,085 | $5,772,278 | 1.62% |
| FOSTER & MOTLEY INC | 694,518 | $16,981 | 1.39% |
| ATWOOD & PALMER INC | 606,023 | $14,817,265 | 1.30% |
| WealthCare Investment Partners, LLC | 75,012 | $1,790,527 | 1.09% |
| Smith & Howard Wealth Management, LLC | 124,930 | $3,054,537 | 1.07% |