MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 86 filers reported holding MANAGED PORTFOLIO SERIES in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,203,510 | -3.9% | 49,223 | -3.1% | 0.00% | 0.0% |
| Q2 2023 | $1,252,470 | -1.0% | 50,804 | -2.3% | 0.00% | 0.0% |
| Q1 2023 | $1,264,548 | -1.4% | 51,996 | +0.1% | 0.00% | 0.0% |
| Q4 2022 | $1,282,378 | +7.2% | 51,939 | +0.3% | 0.00% | 0.0% |
| Q3 2022 | $1,196,000 | +4.2% | 51,777 | +9.4% | 0.00% | 0.0% |
| Q2 2022 | $1,148,000 | +25.6% | 47,321 | +37.1% | 0.00% | +100.0% |
| Q1 2022 | $914,000 | +36.8% | 34,508 | +14.9% | 0.00% | 0.0% |
| Q4 2021 | $668,000 | -3.3% | 30,032 | -35.0% | 0.00% | 0.0% |
| Q3 2020 | $691,000 | -21.8% | 46,170 | +23.1% | 0.00% | -50.0% |
| Q4 2019 | $884,000 | +16.3% | 37,516 | +15.4% | 0.00% | 0.0% |
| Q3 2019 | $760,000 | -6.6% | 32,502 | -4.0% | 0.00% | 0.0% |
| Q2 2019 | $814,000 | -24.1% | 33,846 | -24.5% | 0.00% | -33.3% |
| Q1 2019 | $1,073,000 | +21.5% | 44,801 | +0.4% | 0.00% | 0.0% |
| Q4 2018 | $883,000 | +227.0% | 44,620 | +278.2% | 0.00% | +200.0% |
| Q3 2018 | $270,000 | +33.0% | 11,797 | +30.9% | 0.00% | 0.0% |
| Q2 2018 | $203,000 | – | 9,009 | – | 0.00% | – |
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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% |