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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $94,426 | -0.8% | 3,862 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $95,210 | +33.8% | 3,862 | +32.0% | 0.00% | 0.0% |
| Q1 2023 | $71,136 | -1.5% | 2,925 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $72,218 | +6.2% | 2,925 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $68,000 | +17.2% | 2,925 | +22.9% | 0.00% | 0.0% |
| Q2 2022 | $58,000 | -7.9% | 2,380 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $63,000 | +18.9% | 2,380 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $53,000 | +1.9% | 2,380 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $52,000 | -100.0% | 2,380 | -81.7% | 0.00% | -50.0% |
| Q1 2021 | $263,510,000 | +321253.7% | 13,000 | +173.7% | 0.00% | 0.0% |
| Q4 2020 | $82,000 | – | 4,750 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Magnus Financial Group LLC | 617,317 | $13,458,000 | 2.85% |
| Arvest Bank Trust Division | 1,795,117 | $39,134,000 | 2.20% |
| Busey Bank | 2,117,185 | $46,155,000 | 1.86% |
| Quad-Cities Investment Group, LLC | 103,062 | $2,247,000 | 1.57% |
| Triangle Securities Wealth Management | 206,807 | $4,508,000 | 1.53% |
| Edmonds Duncan Registered Investment Advisors, LLC | 211,726 | $4,616,000 | 1.40% |
| Smith & Howard Wealth Management, LLC | 131,838 | $2,874,000 | 1.36% |
| RGT Wealth Advisors, LLC | 284,263 | $6,197,000 | 1.22% |
| FOSTER & MOTLEY INC | 664,964 | $14,496,000 | 1.21% |
| Sterneck Capital Management, LLC | 86,475 | $1,885,000 | 1.20% |