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 | $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 ↓ |
|---|---|---|---|
| ARVEST TRUST CO N A | 1,997,591 | $48,841,099 | 3.18% |
| Magnus Financial Group LLC | 770,587 | $18,840,856 | 2.74% |
| Triangle Securities Wealth Management | 263,653 | $6,446,316 | 2.29% |
| Keudell/Morrison Wealth Management | 288,045 | $7,042,688 | 2.15% |
| Quad-Cities Investment Group, LLC | 114,075 | $2,789,136 | 1.87% |
| Edmonds Duncan Registered Investment Advisors, LLC | 236,085 | $5,772,278 | 1.62% |
| FOSTER & MOTLEY INC | 694,518 | $16,981 | 1.39% |
| ATWOOD & PALMER INC | 606,023 | $14,817,265 | 1.30% |
| WealthCare Investment Partners, LLC | 75,012 | $1,790,527 | 1.09% |
| Smith & Howard Wealth Management, LLC | 124,930 | $3,054,537 | 1.07% |