MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 93 filers reported holding MANAGED PORTFOLIO SERIES in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 758,271 | $17,516,000 | 3.35% |
| ARVEST TRUST CO N A | 1,902,490 | $43,948,000 | 3.02% |
| Keudell/Morrison Wealth Management | 312,694 | $7,223,000 | 2.70% |
| Fulcrum Equity Management | 125,923 | $2,909,000 | 2.46% |
| Quad-Cities Investment Group, LLC | 131,049 | $3,027,000 | 2.35% |
| Busey Bank | 2,003,058 | $46,271,000 | 2.29% |
| Triangle Securities Wealth Management | 236,101 | $5,454,000 | 2.23% |
| Edmonds Duncan Registered Investment Advisors, LLC | 239,810 | $5,540,000 | 1.96% |
| Sterneck Capital Management, LLC | 93,403 | $2,158,000 | 1.52% |
| FOSTER & MOTLEY INC | 649,603 | $15,006,000 | 1.42% |