MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 56 filers reported holding MANAGED PORTFOLIO SERIES in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $305,000 | +2.0% | 13,708 | 0.0% | 0.21% | -5.1% |
| Q3 2021 | $299,000 | -3.2% | 13,708 | 0.0% | 0.22% | +10.2% |
| Q2 2021 | $309,000 | +11.2% | 13,708 | 0.0% | 0.20% | +8.8% |
| Q1 2021 | $278,000 | +17.3% | 13,708 | 0.0% | 0.18% | +8.4% |
| Q4 2020 | $237,000 | +15.6% | 13,708 | 0.0% | 0.17% | +22.8% |
| Q3 2020 | $205,000 | -9.7% | 13,708 | 0.0% | 0.14% | -15.0% |
| Q2 2020 | $227,000 | +4.6% | 13,708 | -14.0% | 0.16% | -8.0% |
| Q1 2020 | $217,000 | -65.7% | 15,944 | -40.8% | 0.17% | -61.6% |
| Q4 2019 | $633,000 | -77.6% | 26,934 | -77.7% | 0.45% | -76.0% |
| Q3 2019 | $2,820,000 | +21.5% | 120,546 | +24.2% | 1.89% | +21.5% |
| Q2 2019 | $2,321,000 | +51.7% | 97,087 | +51.5% | 1.56% | +20.3% |
| Q1 2019 | $1,530,000 | -7.2% | 64,077 | -22.6% | 1.29% | -10.6% |
| Q4 2018 | $1,648,000 | – | 82,768 | – | 1.45% | – |
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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% |