MANAGED PORTFOLIO SERIES's ticker is EBLU and the CUSIP is 56167N753. A total of 26 filers reported holding MANAGED PORTFOLIO SERIES in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,416 | -2.3% | 35,020 | -0.7% | 0.10% | -38.5% |
| Q2 2023 | $1,450 | +18.5% | 35,274 | +14.1% | 0.17% | +7.6% |
| Q1 2023 | $1,224 | -99.9% | 30,913 | +0.7% | 0.16% | +1.3% |
| Q4 2022 | $1,128,682 | +12.0% | 30,683 | +0.2% | 0.16% | +16.5% |
| Q3 2022 | $1,008,000 | -67.1% | 30,628 | -51.2% | 0.13% | -36.7% |
| Q2 2022 | $3,065,000 | – | 62,780 | – | 0.21% | – |
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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% |