MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 93 filers reported holding MANAGED PORTFOLIO SERIES in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |