MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 86 filers reported holding MANAGED PORTFOLIO SERIES in Q3 2022. 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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ARVEST TRUST CO N A | 1,956,665 | $47,586,092 | 2.97% |
Magnus Financial Group LLC | 767,403 | $18,663,248 | 2.84% |
Triangle Securities Wealth Management | 256,914 | $6,248,147 | 2.23% |
Keudell/Morrison Wealth Management | 300,757 | $7,314,410 | 2.15% |
Busey Bank | 2,015,893 | $49,026,510 | 2.07% |
Quad-Cities Investment Group, LLC | 123,086 | $2,993,441 | 2.07% |
Edmonds Duncan Registered Investment Advisors, LLC | 229,411 | $5,579,276 | 1.73% |
Fulcrum Equity Management | 140,052 | $3,406,050 | 1.60% |
ATWOOD & PALMER INC | 597,963 | $14,542,463 | 1.37% |
FOSTER & MOTLEY INC | 675,716 | $16,433 | 1.34% |