MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 57 filers reported holding MANAGED PORTFOLIO SERIES in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $17,873,240 | -6.0% | 731,011 | -5.2% | 0.00% | 0.0% |
Q2 2023 | $19,006,851 | -1.5% | 770,971 | -2.8% | 0.00% | 0.0% |
Q1 2023 | $19,293,330 | +6.8% | 793,310 | +8.5% | 0.00% | 0.0% |
Q4 2022 | $18,060,340 | +10.2% | 731,484 | +3.1% | 0.00% | 0.0% |
Q3 2022 | $16,388,000 | -3.9% | 709,400 | +0.9% | 0.00% | 0.0% |
Q2 2022 | $17,054,000 | +0.8% | 703,269 | +10.1% | 0.00% | 0.0% |
Q1 2022 | $16,917,000 | +24.6% | 638,572 | +4.6% | 0.00% | 0.0% |
Q4 2021 | $13,577,000 | +4.2% | 610,755 | +2.2% | 0.00% | 0.0% |
Q3 2021 | $13,029,000 | -62.4% | 597,677 | -61.1% | 0.00% | -60.0% |
Q2 2021 | $34,613,000 | +63.4% | 1,536,333 | +47.0% | 0.01% | +66.7% |
Q1 2021 | $21,188,000 | +12.5% | 1,045,285 | -3.9% | 0.00% | 0.0% |
Q4 2020 | $18,840,000 | -39.6% | 1,087,767 | -47.8% | 0.00% | -50.0% |
Q3 2020 | $31,196,000 | -1.4% | 2,082,518 | +8.7% | 0.01% | -14.3% |
Q2 2020 | $31,649,000 | +12.9% | 1,915,196 | -7.2% | 0.01% | -12.5% |
Q1 2020 | $28,040,000 | -43.5% | 2,064,803 | -2.3% | 0.01% | -33.3% |
Q4 2019 | $49,669,000 | +27.4% | 2,113,546 | +26.8% | 0.01% | +20.0% |
Q3 2019 | $38,986,000 | +2.9% | 1,666,278 | +5.2% | 0.01% | 0.0% |
Q2 2019 | $37,871,000 | -3.1% | 1,583,893 | -3.2% | 0.01% | -9.1% |
Q1 2019 | $39,090,000 | +23.8% | 1,636,926 | +3.2% | 0.01% | +22.2% |
Q4 2018 | $31,574,000 | +243.6% | 1,585,820 | +301.5% | 0.01% | +350.0% |
Q3 2018 | $9,190,000 | +112.4% | 394,954 | +112.7% | 0.00% | +100.0% |
Q2 2018 | $4,327,000 | +15.7% | 185,710 | +3.4% | 0.00% | 0.0% |
Q1 2018 | $3,741,000 | +16.7% | 179,676 | +30.9% | 0.00% | 0.0% |
Q4 2017 | $3,207,000 | – | 137,247 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Magnus Financial Group LLC | 627,539 | $13,950,000 | 2.65% |
ARVEST TRUST CO N A | 1,842,931 | $40,968,000 | 2.16% |
Busey Bank | 2,102,266 | $46,733,000 | 1.77% |
Quad-Cities Investment Group, LLC | 112,172 | $2,494,000 | 1.56% |
Triangle Securities Wealth Management | 208,663 | $4,639,000 | 1.45% |
Edmonds Duncan Registered Investment Advisors, LLC | 229,470 | $5,390,000 | 1.42% |
Smith & Howard Wealth Management, LLC | 138,934 | $3,089,000 | 1.40% |
Sterneck Capital Management, LLC | 90,586 | $2,014,000 | 1.19% |
LexAurum Advisors, LLC | 157,142 | $3,493,000 | 1.14% |
FOSTER & MOTLEY INC | 636,503 | $14,149,000 | 1.10% |