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 | $2,289,743 | +4.9% | 92,627 | +6.6% | 0.47% | +6.8% |
| Q2 2023 | $2,183,161 | +25.4% | 86,915 | +21.4% | 0.44% | +14.2% |
| Q1 2023 | $1,740,879 | +0.2% | 71,582 | +5.8% | 0.39% | +1.3% |
| Q4 2022 | $1,737,427 | +13.7% | 67,657 | +2.3% | 0.38% | -5.0% |
| Q3 2022 | $1,528,000 | +12.0% | 66,134 | +17.6% | 0.40% | +17.5% |
| Q2 2022 | $1,364,000 | +81.6% | 56,255 | +98.4% | 0.34% | +109.8% |
| Q1 2022 | $751,000 | +16.1% | 28,351 | +3.7% | 0.16% | +15.6% |
| Q4 2021 | $647,000 | +54.0% | 27,331 | +41.8% | 0.14% | +42.4% |
| Q3 2021 | $420,000 | +21.7% | 19,268 | +25.9% | 0.10% | +11.2% |
| Q2 2021 | $345,000 | +15.4% | 15,306 | -23.3% | 0.09% | -13.6% |
| Q3 2020 | $299,000 | -52.7% | 19,962 | -47.8% | 0.10% | -58.3% |
| Q2 2020 | $632,000 | – | 38,216 | – | 0.25% | – |
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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% |