MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 61 filers reported holding MANAGED PORTFOLIO SERIES in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,357 | -0.4% | 300,908 | +0.5% | 0.02% | 0.0% |
| Q2 2023 | $7,383 | +1.1% | 299,488 | -0.3% | 0.02% | 0.0% |
| Q1 2023 | $7,302 | -0.7% | 300,267 | +0.8% | 0.02% | -16.7% |
| Q4 2022 | $7,351 | -99.9% | 297,757 | +0.1% | 0.02% | 0.0% |
| Q3 2022 | $6,871,000 | -1.5% | 297,483 | +3.4% | 0.02% | 0.0% |
| Q2 2022 | $6,975,000 | +4.1% | 287,665 | +13.7% | 0.02% | +20.0% |
| Q1 2022 | $6,703,000 | +30.6% | 253,041 | +9.6% | 0.02% | +25.0% |
| Q4 2021 | $5,132,000 | -9.8% | 230,867 | -11.6% | 0.01% | -14.3% |
| Q3 2021 | $5,690,000 | +9.4% | 261,022 | +13.0% | 0.01% | +7.7% |
| Q2 2021 | $5,202,000 | +40.6% | 230,895 | +26.4% | 0.01% | +30.0% |
| Q1 2021 | $3,701,000 | +20.4% | 182,607 | +2.8% | 0.01% | +11.1% |
| Q4 2020 | $3,075,000 | +7.8% | 177,549 | -6.8% | 0.01% | -10.0% |
| Q3 2020 | $2,853,000 | -25.7% | 190,518 | -18.0% | 0.01% | -28.6% |
| Q2 2020 | $3,839,000 | -21.0% | 232,315 | -35.1% | 0.01% | -39.1% |
| Q1 2020 | $4,860,000 | -44.6% | 357,898 | -4.1% | 0.02% | -30.3% |
| Q4 2019 | $8,771,000 | +4.4% | 373,259 | +4.0% | 0.03% | -8.3% |
| Q3 2019 | $8,400,000 | +10.1% | 359,042 | +12.6% | 0.04% | +5.9% |
| Q2 2019 | $7,627,000 | +7.2% | 318,993 | +7.0% | 0.03% | +3.0% |
| Q1 2019 | $7,118,000 | +30.2% | 298,091 | +8.5% | 0.03% | +13.8% |
| Q4 2018 | $5,469,000 | -8.8% | 274,702 | +6.6% | 0.03% | 0.0% |
| Q3 2018 | $5,997,000 | +9.5% | 257,747 | +9.6% | 0.03% | 0.0% |
| Q2 2018 | $5,478,000 | +21.1% | 235,121 | +8.2% | 0.03% | +16.0% |
| Q1 2018 | $4,525,000 | +26.9% | 217,372 | +42.4% | 0.02% | +31.6% |
| Q4 2017 | $3,566,000 | – | 152,654 | – | 0.02% | – |
Download | ||||||
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% |