MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 86 filers reported holding MANAGED PORTFOLIO SERIES in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
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% |