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 | $61 | -1.6% | 2,505 | 0.0% | 0.01% | +10.0% |
| Q2 2023 | $62 | 0.0% | 2,505 | 0.0% | 0.01% | -9.1% |
| Q1 2023 | $62 | -1.6% | 2,505 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $63 | -99.9% | 2,505 | 0.0% | 0.01% | -15.4% |
| Q3 2022 | $61,000 | 0.0% | 2,505 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $61,000 | -7.6% | 2,505 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $66,000 | +17.9% | 2,505 | 0.0% | 0.01% | +30.0% |
| Q4 2021 | $56,000 | +69.7% | 2,505 | +67.6% | 0.01% | +66.7% |
| Q3 2021 | $33,000 | -2.9% | 1,495 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $34,000 | +13.3% | 1,495 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $30,000 | +15.4% | 1,495 | 0.0% | 0.01% | +20.0% |
| Q4 2020 | $26,000 | -7.1% | 1,495 | -19.3% | 0.01% | -16.7% |
| Q3 2020 | $28,000 | -9.7% | 1,852 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $31,000 | +24.0% | 1,852 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $25,000 | +4.2% | 1,852 | +82.1% | 0.01% | +16.7% |
| Q4 2019 | $24,000 | – | 1,017 | – | 0.01% | – |
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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% |