MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 15 filers reported holding MANAGED PORTFOLIO SERIES in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,735,264 | +3.1% | 1,216,166 | +3.9% | 0.00% | 0.0% |
| Q2 2023 | $28,846,600 | -0.7% | 1,170,105 | -2.1% | 0.00% | 0.0% |
| Q1 2023 | $29,055,017 | +16.5% | 1,194,696 | +18.2% | 0.00% | 0.0% |
| Q4 2022 | $24,945,490 | +18.8% | 1,010,348 | +11.2% | 0.00% | 0.0% |
| Q3 2022 | $20,990,000 | +4.0% | 908,651 | +9.2% | 0.00% | +50.0% |
| Q2 2022 | $20,181,000 | +17.8% | 832,210 | +28.7% | 0.00% | 0.0% |
| Q1 2022 | $17,131,000 | +38.6% | 646,696 | +16.3% | 0.00% | +100.0% |
| Q4 2021 | $12,358,000 | +4.3% | 555,856 | +2.2% | 0.00% | 0.0% |
| Q3 2021 | $11,854,000 | -0.4% | 543,763 | +3.0% | 0.00% | 0.0% |
| Q2 2021 | $11,898,000 | +23.4% | 528,078 | +11.0% | 0.00% | 0.0% |
| Q1 2021 | $9,640,000 | +18.4% | 475,575 | +1.2% | 0.00% | 0.0% |
| Q4 2020 | $8,143,000 | +11.3% | 470,129 | -3.7% | 0.00% | 0.0% |
| Q3 2020 | $7,316,000 | -15.7% | 488,418 | -7.0% | 0.00% | 0.0% |
| Q2 2020 | $8,674,000 | -11.6% | 524,929 | -27.3% | 0.00% | -50.0% |
| Q1 2020 | $9,812,000 | -48.2% | 722,533 | -10.4% | 0.00% | -33.3% |
| Q4 2019 | $18,952,000 | +87.3% | 806,443 | +86.5% | 0.00% | +50.0% |
| Q3 2019 | $10,116,000 | -2.9% | 432,356 | -0.7% | 0.00% | 0.0% |
| Q2 2019 | $10,413,000 | +15.6% | 435,505 | +15.5% | 0.00% | +100.0% |
| Q1 2019 | $9,004,000 | -5.1% | 377,081 | -20.9% | 0.00% | -50.0% |
| Q4 2018 | $9,486,000 | +0.6% | 476,450 | +17.5% | 0.00% | +100.0% |
| Q3 2018 | $9,434,000 | +7.2% | 405,380 | +7.3% | 0.00% | 0.0% |
| Q2 2018 | $8,802,000 | +21.5% | 377,785 | +8.6% | 0.00% | 0.0% |
| Q1 2018 | $7,242,000 | -8.1% | 347,862 | +3.1% | 0.00% | 0.0% |
| Q4 2017 | $7,884,000 | +26.7% | 337,518 | +27.6% | 0.00% | 0.0% |
| Q3 2017 | $6,221,000 | +8.0% | 264,606 | +7.4% | 0.00% | 0.0% |
| Q2 2017 | $5,759,000 | -11.8% | 246,464 | -8.8% | 0.00% | 0.0% |
| Q1 2017 | $6,530,000 | – | 270,177 | – | 0.00% | – |
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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% |