MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 97 filers reported holding MANAGED PORTFOLIO SERIES in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| ARVEST TRUST CO N A | 1,954,133 | $49,810,850 | 2.97% |
| Magnus Financial Group LLC | 770,554 | $18,996,539 | 2.70% |
| Triangle Securities Wealth Management | 261,267 | $6,441,047 | 2.22% |
| Keudell/Morrison Wealth Management | 298,774 | $7,365,706 | 2.12% |
| Quad-Cities Investment Group, LLC | 120,270 | $2,965,030 | 1.94% |
| Edmonds Duncan Registered Investment Advisors, LLC | 234,944 | $5,792,098 | 1.74% |
| ATWOOD & PALMER INC | 604,358 | $14,899,302 | 1.33% |
| FOSTER & MOTLEY INC | 694,482 | $17,121 | 1.33% |
| WealthCare Investment Partners, LLC | 74,436 | $1,830,380 | 1.10% |
| Smith & Howard Wealth Management, LLC | 119,297 | $2,941,035 | 1.04% |