MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 64 filers reported holding MANAGED PORTFOLIO SERIES in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,843 | -4.7% | 198 | -3.9% | 0.00% | – |
Q2 2023 | $5,080 | -52.5% | 206 | -53.2% | 0.00% | – |
Q1 2023 | $10,704 | +116.7% | 440 | +120.0% | 0.00% | – |
Q4 2022 | $4,940 | -1.2% | 200 | 0.0% | 0.00% | – |
Q3 2022 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | – |
Q2 2022 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | – |
Q1 2022 | $5,000 | +25.0% | 200 | 0.0% | 0.00% | – |
Q4 2021 | $4,000 | 0.0% | 200 | 0.0% | 0.00% | – |
Q3 2021 | $4,000 | -20.0% | 200 | 0.0% | 0.00% | – |
Q2 2021 | $5,000 | – | 200 | +19900.0% | 0.00% | – |
Q1 2021 | $0 | – | 1 | -50.0% | 0.00% | – |
Q4 2020 | $0 | – | 2 | +100.0% | 0.00% | – |
Q2 2020 | $0 | -100.0% | 1 | -98.6% | 0.00% | – |
Q1 2020 | $1,000 | – | 69 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
RGT Wealth Advisors, LLC | 2,765,868 | $56,064,000 | 10.94% |
Magnus Financial Group LLC | 568,490 | $11,523,000 | 2.78% |
Busey Bank | 2,046,847 | $41,490,000 | 2.08% |
Arvest Bank Trust Division | 1,625,016 | $32,939,000 | 1.92% |
Triangle Securities Wealth Management | 193,013 | $3,912,000 | 1.41% |
Edmonds Duncan Registered Investment Advisors, LLC | 191,342 | $3,879,000 | 1.29% |
Smith & Howard Wealth Management, LLC | 124,554 | $2,525,000 | 1.27% |
FOSTER & MOTLEY INC | 707,319 | $14,337,000 | 1.20% |
Quad-Cities Investment Group, LLC | 76,462 | $1,550,000 | 1.18% |
Sterneck Capital Management, LLC | 82,627 | $1,675,000 | 1.17% |