MANAGED PORTFOLIO SERIES's ticker is EBLU and the CUSIP is 56167N753. A total of 31 filers reported holding MANAGED PORTFOLIO SERIES in Q3 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walkner Condon Financial Advisors LLC | 8,096 | $340,000,000 | 0.10% |
| GREAT VALLEY ADVISOR GROUP, INC. | 36,332 | $1,527,000 | 0.09% |
| Key FInancial Inc | 1,572 | $66,000 | 0.03% |
| FLOW TRADERS U.S. LLC | 21,302 | $896,000 | 0.03% |
| LBMC INVESTMENT ADVISORS, LLC | 7,327 | $308,000 | 0.03% |
| HAZLETT, BURT & WATSON, INC. | 689 | $29,000 | 0.02% |
| Hanson & Doremus Investment Management | 2,033 | $85,000 | 0.02% |
| Western Wealth Management, LLC | 7,338 | $308,000 | 0.02% |
| Brinker Capital Investments, LLC | 15,625 | $657,000 | 0.01% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 1,979 | $83,000 | 0.01% |