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 ↓ |
---|---|---|---|
ARVEST TRUST CO N A | 1,954,133 | $49,810,850 | 2.97% |
Magnus Financial Group LLC | 770,554 | $18,996,539 | 2.70% |
Triangle Securities Wealth Management | 261,267 | $6,441,047 | 2.22% |
Keudell/Morrison Wealth Management | 298,774 | $7,365,706 | 2.12% |
Quad-Cities Investment Group, LLC | 120,270 | $2,965,030 | 1.94% |
Edmonds Duncan Registered Investment Advisors, LLC | 234,944 | $5,792,098 | 1.74% |
ATWOOD & PALMER INC | 604,358 | $14,899,302 | 1.33% |
FOSTER & MOTLEY INC | 694,482 | $17,121 | 1.33% |
WealthCare Investment Partners, LLC | 74,436 | $1,830,380 | 1.10% |
Smith & Howard Wealth Management, LLC | 119,297 | $2,941,035 | 1.04% |