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 | $48,841,099 | -1.9% | 1,997,591 | +2.2% | 3.18% | +7.3% |
| Q2 2023 | $49,810,850 | +4.7% | 1,954,133 | -0.1% | 2.97% | +0.0% |
| Q1 2023 | $47,586,092 | +0.2% | 1,956,665 | +1.8% | 2.97% | -0.6% |
| Q4 2022 | $47,470,154 | +8.0% | 1,922,647 | +1.1% | 2.99% | -1.3% |
| Q3 2022 | $43,948,000 | -0.5% | 1,902,490 | +4.5% | 3.02% | +4.6% |
| Q2 2022 | $44,160,000 | -17.6% | 1,821,030 | -10.0% | 2.89% | -3.0% |
| Q1 2022 | $53,596,000 | +30.8% | 2,023,257 | +9.8% | 2.98% | +38.1% |
| Q4 2021 | $40,968,000 | – | 1,842,931 | – | 2.16% | – |
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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% |