MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 92 filers reported holding MANAGED PORTFOLIO SERIES in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $84,328 | +3.1% | 2,925 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $81,783 | +7.8% | 2,925 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $75,875 | -19.6% | 2,925 | -24.3% | 0.00% | 0.0% |
| 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 ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 2,873,740 | $49,773,000 | 10.44% |
| Arvest Bank Trust Division | 1,615,042 | $27,973,000 | 1.74% |
| HOWARD FINANCIAL SERVICES, LTD. | 159,763 | $2,767,000 | 1.46% |
| Triangle Securities Wealth Management | 186,871 | $3,237,000 | 1.28% |
| Smith & Howard Wealth Management, LLC | 130,561 | $2,261,000 | 1.20% |
| Edmonds Duncan Registered Investment Advisors, LLC | 187,613 | $3,574,000 | 1.19% |
| FOSTER & MOTLEY INC | 670,141 | $11,607,000 | 1.12% |
| Quad-Cities Investment Group, LLC | 68,684 | $1,190,000 | 0.98% |
| ATWOOD & PALMER INC | 515,718 | $8,932,000 | 0.96% |
| Magnus Financial Group LLC | 515,805 | $8,934,000 | 0.89% |