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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,763 | +71.0% | 931 | +72.4% | 0.00% | – |
| Q2 2023 | $13,313 | -97.0% | 540 | -97.0% | 0.00% | – |
| Q1 2023 | $438,858 | +24335.3% | 18,048 | -75.2% | 0.00% | – |
| Q4 2022 | $1,796 | -99.9% | 72,779 | -45.2% | 0.00% | – |
| Q3 2022 | $3,068,000 | -17.2% | 132,808 | -13.1% | 0.00% | -100.0% |
| Q2 2022 | $3,705,000 | -21.5% | 152,771 | -14.3% | 0.00% | 0.0% |
| Q1 2022 | $4,720,000 | +14.8% | 178,198 | -3.6% | 0.00% | – |
| Q4 2021 | $4,110,000 | +2.0% | 184,901 | +0.1% | 0.00% | – |
| Q3 2021 | $4,028,000 | -2.4% | 184,764 | +0.8% | 0.00% | – |
| Q2 2021 | $4,128,000 | +17.7% | 183,213 | +5.9% | 0.00% | – |
| Q1 2021 | $3,507,000 | +68.4% | 173,029 | +43.9% | 0.00% | – |
| Q4 2020 | $2,083,000 | +608.5% | 120,262 | +524.0% | 0.00% | – |
| Q3 2020 | $294,000 | +8.9% | 19,273 | +17.8% | 0.00% | – |
| Q2 2020 | $270,000 | +33.7% | 16,366 | +10.1% | 0.00% | – |
| Q1 2020 | $202,000 | -42.5% | 14,867 | -0.6% | 0.00% | – |
| Q4 2019 | $351,000 | +33.5% | 14,950 | +33.2% | 0.00% | – |
| Q3 2019 | $263,000 | – | 11,225 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Magnus Financial Group LLC | 627,539 | $13,950,000 | 2.65% |
| ARVEST TRUST CO N A | 1,842,931 | $40,968,000 | 2.16% |
| Busey Bank | 2,102,266 | $46,733,000 | 1.77% |
| Quad-Cities Investment Group, LLC | 112,172 | $2,494,000 | 1.56% |
| Triangle Securities Wealth Management | 208,663 | $4,639,000 | 1.45% |
| Edmonds Duncan Registered Investment Advisors, LLC | 229,470 | $5,390,000 | 1.42% |
| Smith & Howard Wealth Management, LLC | 138,934 | $3,089,000 | 1.40% |
| Sterneck Capital Management, LLC | 90,586 | $2,014,000 | 1.19% |
| LexAurum Advisors, LLC | 157,142 | $3,493,000 | 1.14% |
| FOSTER & MOTLEY INC | 636,503 | $14,149,000 | 1.10% |