MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 86 filers reported holding MANAGED PORTFOLIO SERIES in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $373,043 | 0.0% | 15,152 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $373,043 | +9.1% | 15,152 | +9.4% | 0.03% | -18.8% |
| Q4 2022 | $342,074 | +7.2% | 13,855 | +0.4% | 0.03% | +18.5% |
| Q3 2022 | $319,000 | -22.2% | 13,797 | -18.4% | 0.03% | -18.2% |
| Q2 2022 | $410,000 | -19.9% | 16,916 | -12.5% | 0.03% | -2.9% |
| Q1 2022 | $512,000 | – | 19,329 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Magnus Financial Group LLC | 758,271 | $17,516,000 | 3.35% |
| ARVEST TRUST CO N A | 1,902,490 | $43,948,000 | 3.02% |
| Keudell/Morrison Wealth Management | 312,694 | $7,223,000 | 2.70% |
| Fulcrum Equity Management | 125,923 | $2,909,000 | 2.46% |
| Quad-Cities Investment Group, LLC | 131,049 | $3,027,000 | 2.35% |
| Busey Bank | 2,003,058 | $46,271,000 | 2.29% |
| Triangle Securities Wealth Management | 236,101 | $5,454,000 | 2.23% |
| Edmonds Duncan Registered Investment Advisors, LLC | 239,810 | $5,540,000 | 1.96% |
| Sterneck Capital Management, LLC | 93,403 | $2,158,000 | 1.52% |
| FOSTER & MOTLEY INC | 649,603 | $15,006,000 | 1.42% |