MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 70 filers reported holding MANAGED PORTFOLIO SERIES in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $56,871 | -0.8% | 2,326 | 0.0% | 0.00% | – |
Q2 2023 | $57,343 | +1.4% | 2,326 | 0.0% | 0.00% | – |
Q1 2023 | $56,568 | +89.0% | 2,326 | +91.9% | 0.00% | – |
Q4 2022 | $29,924 | +6.9% | 1,212 | 0.0% | 0.00% | – |
Q3 2022 | $28,000 | -20.0% | 1,212 | -15.0% | 0.00% | – |
Q2 2022 | $35,000 | -7.9% | 1,426 | 0.0% | 0.00% | – |
Q1 2022 | $38,000 | +18.8% | 1,426 | 0.0% | 0.00% | – |
Q4 2021 | $32,000 | +3.2% | 1,426 | 0.0% | 0.00% | – |
Q3 2021 | $31,000 | +933.3% | 1,426 | +925.9% | 0.00% | – |
Q2 2021 | $3,000 | – | 139 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Magnus Financial Group LLC | 617,317 | $13,458,000 | 2.85% |
Arvest Bank Trust Division | 1,795,117 | $39,134,000 | 2.20% |
Busey Bank | 2,117,185 | $46,155,000 | 1.86% |
Quad-Cities Investment Group, LLC | 103,062 | $2,247,000 | 1.57% |
Triangle Securities Wealth Management | 206,807 | $4,508,000 | 1.53% |
Edmonds Duncan Registered Investment Advisors, LLC | 211,726 | $4,616,000 | 1.40% |
Smith & Howard Wealth Management, LLC | 131,838 | $2,874,000 | 1.36% |
RGT Wealth Advisors, LLC | 284,263 | $6,197,000 | 1.22% |
FOSTER & MOTLEY INC | 664,964 | $14,496,000 | 1.21% |
Sterneck Capital Management, LLC | 86,475 | $1,885,000 | 1.20% |