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Managed Portfolio Series

Q3 2023 vs Q4 2023

Comparing institutional holders between quarters

Quarters

Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Tower Research Capital LLC (TRC)
INCREASED
Shares20,710 from 18,719
Change+1,991 (+11%)
Value$539.1K (+$103.8K)
Filed 2024-02-13
Morgan Stanley
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$260 (+$27)
Filed 2024-08-16
UBS Group AG
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$26 (+$3)
Filed 2024-02-09
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-02-07
Status
Tower Research Capital LLC (TRC)
INCREASED20,71018,719+1,991+11%$435.2K$539.1K+$103.8K2024-02-13
Morgan Stanley
UNCHANGED101000%$233$260+$272024-08-16
UBS Group AG
UNCHANGED1100%$23$26+$32024-02-09
Proequities, Inc.
UNCHANGED000—$0$0$02024-02-07
Showing 4 of 4 institutions