Who owns PROFESIONALLY MANAGED PORTFO?
- Ticker: CAML
- CUSIP Number: 74316p637
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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 |
|---|---|---|---|---|---|
| Hantz Financial Services | 8.1M | $316M | 2% | Sep 2025 |
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| Advisor Group Holdings | 159k | $6.2M | 69814% | Sep 2025 |
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| Congress Wealth Management LLC / DE / | 155k | $5.7M | 15% | Jun 2025 |
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| Congress Asset Management | 71k | $2.8M | 6% | Sep 2025 |
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| Skopos Labs | 35k | $1.3M | 0% | Sep 2025 |
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| Goldman Sachs Group | 20k | $777k | 100% | Sep 2025 |
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| Advyzon Investment Management | 17k | $675k | 2% | Sep 2025 |
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| Susquehanna International | 13k | $520k | 106% | Sep 2025 |
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| UBS Group | 12k | $462k | -25% | Sep 2025 |
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| Jpmorgan Chase & Co | 2.4k | $91k | 100% | Sep 2025 |
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| Morgan Stanley | 1.3k | $47k | 100% | Jun 2025 |
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| CWM | 309.00 | $12k | 100% | Sep 2025 |
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Who sold out of Profesionally Managed Portfo?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Jun 2025 | 8.7k | $319k |
| Raymond James Financial | Jun 2025 | 1.2k | $44k |