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 | $1,089,857 | -7.0% | 44,575 | -6.2% | 0.00% | 0.0% |
| Q2 2023 | $1,171,852 | +3.7% | 47,534 | +2.3% | 0.00% | 0.0% |
| Q1 2023 | $1,130,263 | -0.7% | 46,475 | +0.8% | 0.00% | 0.0% |
| Q4 2022 | $1,137,892 | +4.8% | 46,087 | -1.9% | 0.00% | 0.0% |
| Q3 2022 | $1,086,000 | +11.2% | 46,994 | +16.6% | 0.00% | 0.0% |
| Q2 2022 | $977,000 | -10.9% | 40,305 | -2.7% | 0.00% | 0.0% |
| Q1 2022 | $1,097,000 | +3.8% | 41,403 | -12.9% | 0.00% | 0.0% |
| Q4 2021 | $1,057,000 | -17.9% | 47,527 | -19.6% | 0.00% | 0.0% |
| Q3 2021 | $1,288,000 | +9.2% | 59,094 | +12.8% | 0.00% | 0.0% |
| Q2 2021 | $1,180,000 | +7.6% | 52,394 | -3.2% | 0.00% | 0.0% |
| Q1 2021 | $1,097,000 | -2.3% | 54,142 | -16.5% | 0.00% | 0.0% |
| Q4 2020 | $1,123,000 | +18.0% | 64,841 | +2.0% | 0.00% | 0.0% |
| Q3 2020 | $952,000 | +7.0% | 63,567 | +18.0% | 0.00% | 0.0% |
| Q2 2020 | $890,000 | +13.1% | 53,856 | -7.0% | 0.00% | 0.0% |
| Q1 2020 | $787,000 | -35.7% | 57,931 | +11.3% | 0.00% | 0.0% |
| Q4 2019 | $1,223,000 | – | 52,046 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Magnus Financial Group LLC | 744,891 | $18,064,000 | 3.32% |
| Keudell/Morrison Wealth Management | 333,528 | $8,088,000 | 2.94% |
| ARVEST TRUST CO N A | 1,821,030 | $44,160,000 | 2.89% |
| Fulcrum Equity Management | 127,520 | $3,092,000 | 2.49% |
| Busey Bank | 1,997,713 | $48,446,000 | 2.25% |
| Quad-Cities Investment Group, LLC | 122,121 | $2,961,000 | 2.20% |
| Edmonds Duncan Registered Investment Advisors, LLC | 229,931 | $5,576,000 | 1.91% |
| Triangle Securities Wealth Management | 199,524 | $4,838,000 | 1.88% |
| Sterneck Capital Management, LLC | 91,172 | $2,211,000 | 1.48% |
| FOSTER & MOTLEY INC | 647,706 | $15,707,000 | 1.38% |