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 ↓ |
|---|---|---|---|
| ARVEST TRUST CO N A | 1,956,665 | $47,586,092 | 2.97% |
| Magnus Financial Group LLC | 767,403 | $18,663,248 | 2.84% |
| Triangle Securities Wealth Management | 256,914 | $6,248,147 | 2.23% |
| Keudell/Morrison Wealth Management | 300,757 | $7,314,410 | 2.15% |
| Busey Bank | 2,015,893 | $49,026,510 | 2.07% |
| Quad-Cities Investment Group, LLC | 123,086 | $2,993,441 | 2.07% |
| Edmonds Duncan Registered Investment Advisors, LLC | 229,411 | $5,579,276 | 1.73% |
| Fulcrum Equity Management | 140,052 | $3,406,050 | 1.60% |
| ATWOOD & PALMER INC | 597,963 | $14,542,463 | 1.37% |
| FOSTER & MOTLEY INC | 675,716 | $16,433 | 1.34% |