Who owns PROFESIONALLY MANAGED PORTFO?

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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 9.0M $359M -2% Jun 2026
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Nuveen 223k $8.9M 100% Jun 2026
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Skopos Labs 211k $7.4M 1% Mar 2026
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Advisor Group Holdings 159k $6.3M -3% Jun 2026
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Congress Asset Management 67k $2.7M -1% Jun 2026
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HighTower Advisors 30k $1.2M 43% Jun 2026
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Hrt Financial 27k $1.1M 100% Jun 2026
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Advyzon Investment Management 20k $815k 7% Jun 2026
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Goldman Sachs Group 20k $801k 0% Jun 2026
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Flow Traders US 11k $431k 6% Jun 2026
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Susquehanna International 8.9k $357k 100% Jun 2026
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Jpmorgan Chase & Co 3.6k $144k 100% Jun 2026
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UBS Group 3.6k $144k 312% Jun 2026
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Morgan Stanley 1.3k $45k 0% Mar 2026
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Ronald Blue Trust 297.00 $12k 100% Jun 2026
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Who sold out of Profesionally Managed Portfo?

Fund or Company Name Date Sold Shares Held Valued At
Citadel Advisors Mar 2026 19k $657k
Jane Street Mar 2026 6.8k $238k
Ubs Global Asset Management Americas Mar 2026 364.00 $13k