MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 103 filers reported holding MANAGED PORTFOLIO SERIES in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $53,404 | +7.8% | 1,910 | 0.0% | 0.03% | 0.0% |
| Q4 2023 | $49,546 | +6.1% | 1,910 | 0.0% | 0.03% | -8.1% |
| Q3 2023 | $46,700 | -44.7% | 1,910 | -44.2% | 0.04% | -42.2% |
| Q2 2023 | $84,437 | -21.7% | 3,425 | -22.8% | 0.06% | -22.9% |
| Q1 2023 | $107,860 | -1.5% | 4,435 | 0.0% | 0.08% | -7.8% |
| Q4 2022 | $109,500 | – | 4,435 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 2,873,740 | $49,773,000 | 10.44% |
| Arvest Bank Trust Division | 1,615,042 | $27,973,000 | 1.74% |
| HOWARD FINANCIAL SERVICES, LTD. | 159,763 | $2,767,000 | 1.46% |
| Triangle Securities Wealth Management | 186,871 | $3,237,000 | 1.28% |
| Smith & Howard Wealth Management, LLC | 130,561 | $2,261,000 | 1.20% |
| Edmonds Duncan Registered Investment Advisors, LLC | 187,613 | $3,574,000 | 1.19% |
| FOSTER & MOTLEY INC | 670,141 | $11,607,000 | 1.12% |
| Quad-Cities Investment Group, LLC | 68,684 | $1,190,000 | 0.98% |
| ATWOOD & PALMER INC | 515,718 | $8,932,000 | 0.96% |
| Magnus Financial Group LLC | 515,805 | $8,934,000 | 0.89% |