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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |