MANAGED PORTFOLIO SERIES's ticker is EBLU and the CUSIP is 56167N753. A total of 31 filers reported holding MANAGED PORTFOLIO SERIES in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,477 | +61825.0% | 65 | – | 0.00% | – |
| Q2 2023 | $4 | +300.0% | 0 | – | 0.00% | – |
| Q1 2023 | $1 | -97.3% | 0 | -100.0% | 0.00% | – |
| Q4 2022 | $37 | -98.8% | 1 | -99.0% | 0.00% | – |
| Q3 2022 | $3,000 | – | 96 | – | 0.00% | – |
| Q2 2022 | $0 | – | 0 | – | 0.00% | – |
| Q1 2022 | $0 | – | 0 | – | 0.00% | – |
| Q4 2021 | $0 | – | 0 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | -100.0% | 0.00% | – |
| Q1 2021 | $0 | – | 1 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
| Q1 2020 | $0 | – | 0 | -100.0% | 0.00% | – |
| Q4 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | – | 1 | -50.0% | 0.00% | – |
| Q2 2019 | $0 | – | 2 | +100.0% | 0.00% | – |
| Q1 2019 | $0 | -100.0% | 1 | -100.0% | 0.00% | – |
| Q2 2017 | $557,000 | -43.5% | 21,344 | -44.8% | 0.00% | – |
| Q1 2017 | $986,000 | – | 38,700 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Colorado Capital Management, Inc. | 26,884 | $1,022 | 0.77% |
| Mission Creek Capital Partners, Inc. | 13,254 | $504,143 | 0.17% |
| Walkner Condon Financial Advisors LLC | 10,552 | $401,382 | 0.11% |
| WCG Wealth Advisors LLC | 35,020 | $1,416 | 0.10% |
| HAZLETT, BURT & WATSON, INC. | 1,124 | $43 | 0.03% |
| WFA of San Diego, LLC | 686 | $26,095 | 0.03% |
| Key FInancial Inc | 1,572 | $59,797 | 0.02% |
| BOSTON FINANCIAL MANGEMENT LLC | 9,918 | $377,266 | 0.01% |
| Equitable Holdings, Inc. | 21,324 | $810,952 | 0.01% |
| Orion Portfolio Solutions, LLC | 23,116 | $879,295 | 0.01% |