MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 96 filers reported holding MANAGED PORTFOLIO SERIES in Q1 2023. 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 ↓ |
|---|---|---|---|
| Magnus Financial Group LLC | 758,271 | $17,516,000 | 3.35% |
| ARVEST TRUST CO N A | 1,902,490 | $43,948,000 | 3.02% |
| Keudell/Morrison Wealth Management | 312,694 | $7,223,000 | 2.70% |
| Fulcrum Equity Management | 125,923 | $2,909,000 | 2.46% |
| Quad-Cities Investment Group, LLC | 131,049 | $3,027,000 | 2.35% |
| Busey Bank | 2,003,058 | $46,271,000 | 2.29% |
| Triangle Securities Wealth Management | 236,101 | $5,454,000 | 2.23% |
| Edmonds Duncan Registered Investment Advisors, LLC | 239,810 | $5,540,000 | 1.96% |
| Sterneck Capital Management, LLC | 93,403 | $2,158,000 | 1.52% |
| FOSTER & MOTLEY INC | 649,603 | $15,006,000 | 1.42% |