Who owns PROFESIONALLY MANAGED PORTFO?
- Ticker: CAFX
- CUSIP Number: 74316p587
Tip: Access positions for across all investors
Analyze quarterly positions in Profesionally Managed Portfo with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Profesionally Managed Portfo stock
Who bought or sold PROFESIONALLY MANAGED PORTFO this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Advisor Group Holdings | 2.8M | $70M | 100% | Sep 2025 |
|
| Congress Wealth Management LLC / DE / | 2.7M | $68M | 9% | Jun 2025 |
|
| Envestnet Asset Management | 2.7M | $67M | 0% | Sep 2025 |
|
| Envestnet Portfolio Solutions | 701k | $18M | 10% | Sep 2025 |
|
| Principal Securities | 336k | $8.4M | 1% | Sep 2025 |
|
| Mml Investors Services | 297k | $7.4M | -2% | Sep 2025 |
|
| Hilltop Holdings | 181k | $4.5M | -11% | Sep 2025 |
|
| Branch Banking & Trust Company | 172k | $4.3M | 2% | Sep 2025 |
|
| Goldman Sachs Group | 110k | $2.7M | 100% | Sep 2025 |
|
| National Asset Management | 89k | $2.2M | 93% | Sep 2025 |
|
| Flow Traders US | 80k | $2.0M | 222% | Sep 2025 |
|
| Resources Investment Advisors | 68k | $1.7M | -30% | Sep 2025 |
|
| Kestra Advisory Services | 56k | $1.4M | 0% | Sep 2025 |
|
| Essex Savings Bank | 51k | $1.3M | 2% | Sep 2025 |
|
| Kestra Investment Management | 42k | $1.1M | 7% | Sep 2025 |
|
| Citadel Advisors | 41k | $1.0M | -32% | Sep 2025 |
|
| Jane Street | 31k | $765k | 83% | Sep 2025 |
|
| PFG Advisors | 22k | $553k | 1% | Sep 2025 |
|
| LPL Financial | 21k | $521k | 3% | Sep 2025 |
|
| Snowden Capital Advisors | 19k | $464k | -33% | Sep 2025 |
|
| Transamerica Financial Advisors | 17k | $432k | 1298% | Sep 2025 |
|
| Park Avenue Securities | 17k | $420k | 100% | Sep 2025 |
|
| J.w. Cole Advisors | 10k | $256k | -2% | Sep 2025 |
|
| Cambridge Investment Research Advisors | 9.5k | $238k | 100% | Sep 2025 |
|
| Jpmorgan Chase & Co | 4.5k | $113k | 100% | Sep 2025 |
|
| Us Bancorp | 3.1k | $78k | 0% | Sep 2025 |
|
| UBS Group | 595.00 | $15k | 100% | Sep 2025 |
|
Who sold out of Profesionally Managed Portfo?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Semus Wealth Partners | Jun 2025 | 12k | $296k |