MANAGED PORTFOLIO SERIES's ticker is EBLU and the CUSIP is 56167N753. A total of 31 filers reported holding MANAGED PORTFOLIO SERIES in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $401,382 | -4.4% | 10,552 | +3.6% | 0.11% | -4.5% |
| Q2 2023 | $419,721 | +8.8% | 10,189 | +4.5% | 0.11% | +2.8% |
| Q1 2023 | $385,805 | +9.2% | 9,747 | +1.5% | 0.11% | +1.9% |
| Q4 2022 | $353,197 | +14.3% | 9,600 | +2.4% | 0.11% | +6.0% |
| Q3 2022 | $309,000 | +4.7% | 9,379 | +13.3% | 0.10% | +8.7% |
| Q2 2022 | $295,000 | -99.9% | 8,275 | +2.2% | 0.09% | -5.2% |
| Q1 2022 | $340,000,000 | – | 8,096 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WCG Wealth Advisors LLC | 28,149 | $926,000 | 0.12% |
| Walkner Condon Financial Advisors LLC | 9,379 | $309,000 | 0.10% |
| Addison Advisors LLC | 4,770 | $157,000 | 0.10% |
| LBMC INVESTMENT ADVISORS, LLC | 7,327 | $241,000 | 0.03% |
| HAZLETT, BURT & WATSON, INC. | 817 | $28,000 | 0.03% |
| Key FInancial Inc | 1,572 | $52,000 | 0.02% |
| Western Wealth Management, LLC | 6,295 | $208,000 | 0.01% |
| Brinker Capital Investments, LLC | 17,472 | $575,000 | 0.01% |
| WCG Wealth Advisors LLC | 2,479 | $82,000 | 0.01% |
| Hanson & Doremus Investment Management | 1,146 | $38,000 | 0.01% |