MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 82 filers reported holding MANAGED PORTFOLIO SERIES in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,840,856 | -0.8% | 770,587 | +0.0% | 2.74% | +1.5% |
| Q2 2023 | $18,996,539 | +1.8% | 770,554 | +0.4% | 2.70% | -4.8% |
| Q1 2023 | $18,663,248 | -0.7% | 767,403 | +0.8% | 2.84% | -7.2% |
| Q4 2022 | $18,804,266 | +7.4% | 761,615 | +0.4% | 3.06% | -8.5% |
| Q3 2022 | $17,516,000 | -3.0% | 758,271 | +1.8% | 3.35% | +0.8% |
| Q2 2022 | $18,064,000 | +2.3% | 744,891 | +11.7% | 3.32% | +12.5% |
| Q1 2022 | $17,662,000 | +26.6% | 666,756 | +6.2% | 2.95% | +11.3% |
| Q4 2021 | $13,950,000 | +3.7% | 627,539 | +1.7% | 2.65% | -7.0% |
| Q3 2021 | $13,458,000 | +3.1% | 617,317 | +6.6% | 2.85% | +0.2% |
| Q2 2021 | $13,051,000 | +13.3% | 579,293 | +1.9% | 2.84% | +2.1% |
| Q1 2021 | $11,523,000 | +29.0% | 568,490 | +10.2% | 2.78% | +213.9% |
| Q4 2020 | $8,934,000 | – | 515,805 | – | 0.89% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Magnus Financial Group LLC | 617,317 | $13,458,000 | 2.85% |
| Arvest Bank Trust Division | 1,795,117 | $39,134,000 | 2.20% |
| Busey Bank | 2,117,185 | $46,155,000 | 1.86% |
| Quad-Cities Investment Group, LLC | 103,062 | $2,247,000 | 1.57% |
| Triangle Securities Wealth Management | 206,807 | $4,508,000 | 1.53% |
| Edmonds Duncan Registered Investment Advisors, LLC | 211,726 | $4,616,000 | 1.40% |
| Smith & Howard Wealth Management, LLC | 131,838 | $2,874,000 | 1.36% |
| RGT Wealth Advisors, LLC | 284,263 | $6,197,000 | 1.22% |
| FOSTER & MOTLEY INC | 664,964 | $14,496,000 | 1.21% |
| Sterneck Capital Management, LLC | 86,475 | $1,885,000 | 1.20% |