MANAGED PORTFOLIO SERIES's ticker is EBLU and the CUSIP is 56167N753. A total of 26 filers reported holding MANAGED PORTFOLIO SERIES in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $119,631 | -2.2% | 3,145 | +5.9% | 0.01% | 0.0% |
| Q2 2023 | $122,364 | +2.7% | 2,970 | -1.3% | 0.01% | 0.0% |
| Q1 2023 | $119,119 | +24.2% | 3,009 | +16.5% | 0.01% | +12.5% |
| Q4 2022 | $95,928 | +54.7% | 2,582 | +36.2% | 0.01% | +33.3% |
| Q3 2022 | $62,000 | -21.5% | 1,896 | -14.2% | 0.01% | -14.3% |
| Q2 2022 | $79,000 | -4.8% | 2,211 | +11.7% | 0.01% | +16.7% |
| Q1 2022 | $83,000 | -14.4% | 1,979 | +3.8% | 0.01% | 0.0% |
| Q4 2021 | $97,000 | +47.0% | 1,906 | +31.1% | 0.01% | +50.0% |
| Q3 2021 | $66,000 | +40.4% | 1,454 | +37.6% | 0.00% | +33.3% |
| Q2 2021 | $47,000 | – | 1,057 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
| Q1 2020 | $0 | – | 0 | – | 0.00% | – |
| Q4 2019 | $0 | – | 0 | – | 0.00% | – |
| Q3 2019 | $0 | – | 0 | – | 0.00% | – |
| Q2 2019 | $0 | – | 0 | – | 0.00% | – |
| Q1 2019 | $0 | – | 0 | – | 0.00% | – |
| Q4 2018 | $0 | – | 0 | – | 0.00% | – |
| Q3 2018 | $0 | – | 0 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WCG Wealth Advisors LLC | 62,780 | $3,065,000 | 0.21% |
| Addison Advisors LLC | 4,770 | $170,000 | 0.10% |
| Walkner Condon Financial Advisors LLC | 8,275 | $295,000 | 0.09% |
| Key FInancial Inc | 1,572 | $57,000 | 0.03% |
| LBMC INVESTMENT ADVISORS, LLC | 7,327 | $261,000 | 0.03% |
| HAZLETT, BURT & WATSON, INC. | 692 | $24,000 | 0.02% |
| Western Wealth Management, LLC | 6,599 | $236,000 | 0.01% |
| Hanson & Doremus Investment Management | 1,561 | $56,000 | 0.01% |
| Brinker Capital Investments, LLC | 17,621 | $628,000 | 0.01% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 2,211 | $79,000 | 0.01% |