MANAGED PORTFOLIO SERIES's ticker is EBLU and the CUSIP is 56167N753. A total of 25 filers reported holding MANAGED PORTFOLIO SERIES in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $44 | -6.4% | 983 | 0.0% | 0.02% | -17.9% |
| Q1 2024 | $47 | +11.9% | 983 | +0.5% | 0.03% | 0.0% |
| Q4 2023 | $42 | -2.3% | 978 | -13.0% | 0.03% | -12.5% |
| Q3 2023 | $43 | -6.5% | 1,124 | 0.0% | 0.03% | -5.9% |
| Q2 2023 | $46 | +2.2% | 1,124 | +0.5% | 0.03% | -8.1% |
| Q1 2023 | $45 | +50.0% | 1,118 | +36.8% | 0.04% | +42.3% |
| Q4 2022 | $30 | -99.9% | 817 | 0.0% | 0.03% | -3.7% |
| Q3 2022 | $28,000 | +16.7% | 817 | +18.1% | 0.03% | +22.7% |
| Q2 2022 | $24,000 | -17.2% | 692 | +0.4% | 0.02% | -4.3% |
| Q1 2022 | $29,000 | – | 689 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WCG Wealth Advisors LLC | 62,780 | $3,065,000 | 0.21% |
| Addison Advisors LLC | 4,770 | $170,000 | 0.10% |
| Walkner Condon Financial Advisors LLC | 8,275 | $295,000 | 0.09% |
| Key FInancial Inc | 1,572 | $57,000 | 0.03% |
| LBMC INVESTMENT ADVISORS, LLC | 7,327 | $261,000 | 0.03% |
| HAZLETT, BURT & WATSON, INC. | 692 | $24,000 | 0.02% |
| Western Wealth Management, LLC | 6,599 | $236,000 | 0.01% |
| Hanson & Doremus Investment Management | 1,561 | $56,000 | 0.01% |
| Brinker Capital Investments, LLC | 17,621 | $628,000 | 0.01% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 2,211 | $79,000 | 0.01% |