MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 82 filers reported holding MANAGED PORTFOLIO SERIES in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,063,375 | -2.5% | 123,923 | -3.4% | 0.25% | -0.4% |
| Q2 2023 | $3,141,885 | -5.6% | 128,345 | -6.7% | 0.25% | -8.8% |
| Q1 2023 | $3,327,575 | -11.1% | 137,560 | -9.2% | 0.27% | -16.0% |
| Q4 2022 | $3,741,867 | -0.9% | 151,554 | -6.3% | 0.33% | -9.7% |
| Q3 2022 | $3,774,000 | -43.1% | 161,796 | -40.4% | 0.36% | -41.3% |
| Q2 2022 | $6,637,000 | -9.9% | 271,677 | -1.4% | 0.62% | -3.8% |
| Q1 2022 | $7,363,000 | – | 275,562 | – | 0.64% | – |
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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% |