MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 86 filers reported holding MANAGED PORTFOLIO SERIES in Q3 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Magnus Financial Group LLC | 744,891 | $18,064,000 | 3.32% |
| Keudell/Morrison Wealth Management | 333,528 | $8,088,000 | 2.94% |
| ARVEST TRUST CO N A | 1,821,030 | $44,160,000 | 2.89% |
| Fulcrum Equity Management | 127,520 | $3,092,000 | 2.49% |
| Busey Bank | 1,997,713 | $48,446,000 | 2.25% |
| Quad-Cities Investment Group, LLC | 122,121 | $2,961,000 | 2.20% |
| Edmonds Duncan Registered Investment Advisors, LLC | 229,931 | $5,576,000 | 1.91% |
| Triangle Securities Wealth Management | 199,524 | $4,838,000 | 1.88% |
| Sterneck Capital Management, LLC | 91,172 | $2,211,000 | 1.48% |
| FOSTER & MOTLEY INC | 647,706 | $15,707,000 | 1.38% |