MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 61 filers reported holding MANAGED PORTFOLIO SERIES in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $38,000 | -56.3% | 2,267 | -64.2% | 0.00% | 0.0% |
| Q1 2020 | $87,000 | -42.8% | 6,339 | -2.0% | 0.00% | -50.0% |
| Q4 2019 | $152,000 | -48.5% | 6,467 | -48.9% | 0.00% | -50.0% |
| Q3 2019 | $295,000 | -6.6% | 12,654 | -3.8% | 0.00% | -20.0% |
| Q2 2019 | $316,000 | -0.3% | 13,148 | -0.6% | 0.01% | 0.0% |
| Q1 2019 | $317,000 | +0.6% | 13,232 | -16.8% | 0.01% | -16.7% |
| Q4 2018 | $315,000 | -50.0% | 15,906 | -41.4% | 0.01% | -40.0% |
| Q3 2018 | $630,000 | +16.9% | 27,166 | +17.1% | 0.01% | +11.1% |
| Q2 2018 | $539,000 | +20.0% | 23,199 | +7.3% | 0.01% | +12.5% |
| Q1 2018 | $449,000 | -9.3% | 21,621 | +1.7% | 0.01% | -11.1% |
| Q4 2017 | $495,000 | – | 21,260 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 2,765,868 | $56,064,000 | 10.94% |
| Magnus Financial Group LLC | 568,490 | $11,523,000 | 2.78% |
| Busey Bank | 2,046,847 | $41,490,000 | 2.08% |
| Arvest Bank Trust Division | 1,625,016 | $32,939,000 | 1.92% |
| Triangle Securities Wealth Management | 193,013 | $3,912,000 | 1.41% |
| Edmonds Duncan Registered Investment Advisors, LLC | 191,342 | $3,879,000 | 1.29% |
| Smith & Howard Wealth Management, LLC | 124,554 | $2,525,000 | 1.27% |
| FOSTER & MOTLEY INC | 707,319 | $14,337,000 | 1.20% |
| Quad-Cities Investment Group, LLC | 76,462 | $1,550,000 | 1.18% |
| Sterneck Capital Management, LLC | 82,627 | $1,675,000 | 1.17% |