Who owns PROFESIONALLY MANAGED PORTFO?

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
Hantz Financial Services 8.4M $322M 3% Dec 2025
 View chart
Skopos Labs 209k $8.1M 491% Dec 2025
 View chart
Advisor Group Holdings 164k $6.3M 3% Dec 2025
 View chart
Congress Asset Management 65k $2.5M -8% Dec 2025
 View chart
Goldman Sachs Group 20k $764k 0% Dec 2025
 View chart
Advyzon Investment Management 18k $678k 2% Dec 2025
 View chart
HighTower Advisors 17k $662k 100% Dec 2025
 View chart
Susquehanna International 14k $546k 7% Dec 2025
 View chart
Jpmorgan Chase & Co 2.4k $91k 100% Sep 2025
 View chart
UBS Group 1.2k $47k -90% Dec 2025
 View chart
AE Wealth Management 284.00 $11k 100% Dec 2025
 View chart

Who sold out of Profesionally Managed Portfo?

Fund or Company Name Date Sold Shares Held Valued At
Citadel Advisors Jun 2025 8.7k $319k
CWM Sep 2025 309.00 $12k