MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 96 filers reported holding MANAGED PORTFOLIO SERIES in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $5,107 | -1.5% | 210 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $5,185 | +3.7% | 210 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $5,000 | 0.0% | 210 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $5,000 | -16.7% | 210 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | +20.0% | 210 | 0.0% | 0.00% | +50.0% |
| Q4 2021 | $5,000 | 0.0% | 210 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $5,000 | 0.0% | 210 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | +25.0% | 210 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $4,000 | 0.0% | 210 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $4,000 | – | 210 | – | 0.00% | – |
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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% |