MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 78 filers reported holding MANAGED PORTFOLIO SERIES in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,025,274 | -6.3% | 164,633 | -5.5% | 0.46% | +0.7% |
| Q2 2023 | $4,295,499 | -4.8% | 174,238 | -6.1% | 0.45% | -7.5% |
| Q1 2023 | $4,513,733 | +1.2% | 185,598 | +0.9% | 0.49% | -7.9% |
| Q2 2022 | $4,460,000 | -7.6% | 183,914 | +0.9% | 0.53% | +11.0% |
| Q1 2022 | $4,828,000 | +16.1% | 182,275 | -2.6% | 0.48% | +15.1% |
| Q4 2021 | $4,158,000 | +10.0% | 187,065 | +7.8% | 0.42% | +4.5% |
| Q3 2021 | $3,781,000 | -4.1% | 173,456 | -0.9% | 0.40% | -5.7% |
| Q2 2021 | $3,943,000 | +14.6% | 175,001 | +3.1% | 0.42% | -1.9% |
| Q1 2021 | $3,441,000 | +19.5% | 169,771 | +2.1% | 0.43% | -5.3% |
| Q4 2020 | $2,879,000 | +13.5% | 166,221 | -1.8% | 0.46% | -7.1% |
| Q3 2020 | $2,536,000 | -9.2% | 169,289 | +0.1% | 0.49% | -27.5% |
| Q2 2020 | $2,793,000 | +23.3% | 169,042 | +1.4% | 0.68% | -24.3% |
| Q1 2020 | $2,265,000 | -50.1% | 166,762 | -13.6% | 0.89% | -37.8% |
| Q4 2019 | $4,535,000 | +1821.6% | 192,962 | +1812.8% | 1.44% | +1671.6% |
| Q3 2019 | $236,000 | – | 10,088 | – | 0.08% | – |
Download | ||||||
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% |