MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 98 filers reported holding MANAGED PORTFOLIO SERIES in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $507,408 | +3.1% | 17,600 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $492,096 | +0.3% | 17,600 | -5.9% | 0.01% | 0.0% |
| Q4 2023 | $490,651 | +7.3% | 18,700 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $457,215 | -0.8% | 18,700 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $461,013 | +10.2% | 18,700 | +8.7% | 0.01% | 0.0% |
| Q1 2023 | $418,304 | – | 17,200 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRAPHAGEN INVESTMENT ADVISORS LLC | 1,384,747 | $33,580,120 | 6.12% |
| 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% |