MANAGED PORTFOLIO SERIES's ticker is EBLU and the CUSIP is 56167N753. A total of 30 filers reported holding MANAGED PORTFOLIO SERIES in Q4 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 ↓ |
|---|---|---|---|
| Colorado Capital Management, Inc. | 26,884 | $1,022 | 0.77% |
| Mission Creek Capital Partners, Inc. | 13,254 | $504,143 | 0.17% |
| Walkner Condon Financial Advisors LLC | 10,552 | $401,382 | 0.11% |
| WCG Wealth Advisors LLC | 35,020 | $1,416 | 0.10% |
| HAZLETT, BURT & WATSON, INC. | 1,124 | $43 | 0.03% |
| WFA of San Diego, LLC | 686 | $26,095 | 0.03% |
| Key FInancial Inc | 1,572 | $59,797 | 0.02% |
| BOSTON FINANCIAL MANGEMENT LLC | 9,918 | $377,266 | 0.01% |
| Equitable Holdings, Inc. | 21,324 | $810,952 | 0.01% |
| Orion Portfolio Solutions, LLC | 23,116 | $879,295 | 0.01% |