MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 72 filers reported holding MANAGED PORTFOLIO SERIES in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $636,681 | +95354.4% | 26,040 | -3.7% | 0.03% | 0.0% |
| Q2 2023 | $667 | +7.9% | 27,040 | +6.4% | 0.03% | +3.7% |
| Q1 2023 | $618 | -3.4% | 25,415 | -1.9% | 0.03% | -6.9% |
| Q4 2022 | $640 | -99.9% | 25,915 | +2.4% | 0.03% | -25.6% |
| Q3 2022 | $584,000 | -5.0% | 25,305 | -0.2% | 0.04% | +44.4% |
| Q2 2022 | $615,000 | -11.9% | 25,355 | -3.7% | 0.03% | +3.8% |
| Q1 2022 | $698,000 | +20.6% | 26,335 | +1.0% | 0.03% | +23.8% |
| Q4 2021 | $579,000 | +6.4% | 26,085 | +4.4% | 0.02% | 0.0% |
| Q3 2021 | $544,000 | +3.4% | 24,985 | +7.1% | 0.02% | +5.0% |
| Q2 2021 | $526,000 | +65.4% | 23,335 | +48.7% | 0.02% | +53.8% |
| Q1 2021 | $318,000 | +16.5% | 15,695 | -13.7% | 0.01% | 0.0% |
| Q3 2020 | $273,000 | -13.9% | 18,190 | -5.2% | 0.01% | -18.8% |
| Q2 2020 | $317,000 | +34.9% | 19,190 | +11.0% | 0.02% | +14.3% |
| Q1 2020 | $235,000 | -54.8% | 17,290 | -21.8% | 0.01% | -41.7% |
| Q4 2019 | $520,000 | +2.6% | 22,115 | +2.1% | 0.02% | -4.0% |
| Q3 2019 | $507,000 | +6.1% | 21,665 | +8.3% | 0.02% | +8.7% |
| Q2 2019 | $478,000 | +9.1% | 20,005 | +9.1% | 0.02% | +4.5% |
| Q1 2019 | $438,000 | +79.5% | 18,330 | +49.6% | 0.02% | +46.7% |
| Q4 2018 | $244,000 | +20.2% | 12,250 | +40.4% | 0.02% | +50.0% |
| Q3 2018 | $203,000 | – | 8,725 | – | 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% |