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 | $7,042,688 | -4.4% | 288,045 | -3.6% | 2.15% | +1.1% |
| Q2 2023 | $7,365,706 | +0.7% | 298,774 | -0.7% | 2.12% | -1.4% |
| Q1 2023 | $7,314,410 | +5.6% | 300,757 | +7.2% | 2.15% | -3.1% |
| Q4 2022 | $6,924,088 | -4.1% | 280,441 | -10.3% | 2.22% | -17.8% |
| Q3 2022 | $7,223,000 | -10.7% | 312,694 | -6.2% | 2.70% | -8.0% |
| Q2 2022 | $8,088,000 | – | 333,528 | – | 2.94% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARVEST TRUST CO N A | 1,956,665 | $47,586,092 | 2.97% |
| Magnus Financial Group LLC | 767,403 | $18,663,248 | 2.84% |
| Triangle Securities Wealth Management | 256,914 | $6,248,147 | 2.23% |
| Keudell/Morrison Wealth Management | 300,757 | $7,314,410 | 2.15% |
| Busey Bank | 2,015,893 | $49,026,510 | 2.07% |
| Quad-Cities Investment Group, LLC | 123,086 | $2,993,441 | 2.07% |
| Edmonds Duncan Registered Investment Advisors, LLC | 229,411 | $5,579,276 | 1.73% |
| Fulcrum Equity Management | 140,052 | $3,406,050 | 1.60% |
| ATWOOD & PALMER INC | 597,963 | $14,542,463 | 1.37% |
| FOSTER & MOTLEY INC | 675,716 | $16,433 | 1.34% |