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 | $1,656,385 | +13.5% | 57,453 | +10.1% | 0.01% | +25.0% |
| Q1 2024 | $1,459,247 | +0.6% | 52,190 | -6.7% | 0.00% | -20.0% |
| Q4 2023 | $1,450,881 | -11.2% | 55,932 | -16.3% | 0.01% | -16.7% |
| Q3 2023 | $1,634,301 | -5.4% | 66,842 | -4.6% | 0.01% | -14.3% |
| Q2 2023 | $1,727,818 | +101416.9% | 70,085 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $1,702 | +1.7% | 70,040 | +3.3% | 0.01% | -12.5% |
| Q4 2022 | $1,673 | -99.9% | 67,774 | +1.4% | 0.01% | 0.0% |
| Q3 2022 | $1,543,000 | +634.8% | 66,847 | +669.2% | 0.01% | +700.0% |
| Q2 2022 | $210,000 | +2525.0% | 8,691 | +2685.6% | 0.00% | – |
| Q1 2022 | $8,000 | +33.3% | 312 | 0.0% | 0.00% | – |
| Q4 2021 | $6,000 | 0.0% | 312 | 0.0% | 0.00% | – |
| Q3 2021 | $6,000 | – | 312 | – | 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% |