MANAGED PORTFOLIO SERIES's ticker is EBLU and the CUSIP is 56167N753. A total of 25 filers reported holding MANAGED PORTFOLIO SERIES in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $59,797 | -7.7% | 1,572 | 0.0% | 0.02% | -4.8% |
| Q2 2023 | $64,766 | +4.1% | 1,572 | 0.0% | 0.02% | -8.7% |
| Q1 2023 | $62,232 | +20.3% | 1,572 | 0.0% | 0.02% | -4.2% |
| Q4 2022 | $51,739 | -0.5% | 1,572 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $52,000 | -8.8% | 1,572 | 0.0% | 0.02% | -22.6% |
| Q2 2022 | $57,000 | -13.6% | 1,572 | 0.0% | 0.03% | -6.1% |
| Q1 2022 | $66,000 | -16.5% | 1,572 | 0.0% | 0.03% | -17.5% |
| Q4 2021 | $79,000 | +9.7% | 1,572 | 0.0% | 0.04% | -2.4% |
| Q3 2021 | $72,000 | -4.0% | 1,572 | 0.0% | 0.04% | -2.4% |
| Q2 2021 | $75,000 | +15.4% | 1,572 | 0.0% | 0.04% | -2.3% |
| Q1 2021 | $65,000 | +3.2% | 1,572 | 0.0% | 0.04% | -8.5% |
| Q4 2020 | $63,000 | – | 1,572 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walkner Condon Financial Advisors LLC | 8,096 | $340,000,000 | 0.10% |
| GREAT VALLEY ADVISOR GROUP, INC. | 36,332 | $1,527,000 | 0.09% |
| Key FInancial Inc | 1,572 | $66,000 | 0.03% |
| FLOW TRADERS U.S. LLC | 21,302 | $896,000 | 0.03% |
| LBMC INVESTMENT ADVISORS, LLC | 7,327 | $308,000 | 0.03% |
| HAZLETT, BURT & WATSON, INC. | 689 | $29,000 | 0.02% |
| Hanson & Doremus Investment Management | 2,033 | $85,000 | 0.02% |
| Western Wealth Management, LLC | 7,338 | $308,000 | 0.02% |
| Brinker Capital Investments, LLC | 15,625 | $657,000 | 0.01% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 1,979 | $83,000 | 0.01% |