Who owns PROFESIONALLY MANAGED PORTFO?
- Ticker: CAFX
- CUSIP Number: 74316p587
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Analyze quarterly positions in Profesionally Managed Portfo with up to 7 years of data, all consolidated into one spreadsheet
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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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 2.6M | $64M | 1% | Jun 2026 |
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| Advisor Group Holdings | 1.0M | $26M | 8% | Jun 2026 |
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| Envestnet Portfolio Solutions | 829k | $20M | -1% | Jun 2026 |
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| Mml Investors Services | 367k | $9.0M | 4% | Jun 2026 |
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| LPL Financial | 141k | $3.5M | 100% | Jun 2026 |
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| National Asset Management | 128k | $3.2M | -1% | Jun 2026 |
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| Principal Securities | 104k | $2.6M | -67% | Jun 2026 |
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| Commonwealth Equity Services | 104k | $2.6M | 8% | Jun 2026 |
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| Citadel Advisors | 92k | $2.3M | -8% | Jun 2026 |
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| Janney Montgomery Scott | 86k | $2.1M | 100% | Jun 2026 |
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| Transamerica Financial Advisors | 49k | $1.2M | 3% | Jun 2026 |
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| Kestra Investment Management | 49k | $1.2M | 4% | Jun 2026 |
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| Branch Banking & Trust Company | 47k | $1.2M | -70% | Jun 2026 |
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| Essex Savings Bank | 46k | $1.1M | 0% | Jun 2026 |
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| Jane Street | 37k | $908k | -64% | Jun 2026 |
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| Goldman Sachs Group | 32k | $785k | 62% | Jun 2026 |
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| Kestra Advisory Services | 25k | $603k | -3% | Jun 2026 |
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| Snowden Capital Advisors | 24k | $595k | -2% | Jun 2026 |
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| Park Avenue Securities | 16k | $397k | 1% | Jun 2026 |
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| Farther Finance Advisors | 14k | $350k | 100% | Jun 2026 |
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| Susquehanna International | 13k | $310k | 100% | Jun 2026 |
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| MONECO Advisors | 12k | $295k | 100% | Jun 2026 |
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| J.w. Cole Advisors | 11k | $262k | 100% | Jun 2026 |
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| Cambridge Investment Research Advisors | 10k | $256k | 5% | Jun 2026 |
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| Jpmorgan Chase & Co | 8.5k | $209k | 100% | Jun 2026 |
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Who sold out of Profesionally Managed Portfo?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flow Traders US | Mar 2026 | 49k | $1.2M |
| PFG Advisors | Mar 2026 | 23k | $560k |
| Johnson Investment Counsel | Mar 2026 | 17k | $432k |