Who owns PROFESIONALLY MANAGED PORTFO?
- Ticker: CSMD
- CUSIP Number: 74316p645
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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 | 4.8M | $136M | 35% | Jun 2024 |
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| Townsquare Capital | 371k | $11M | 100% | Sep 2024 |
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| We Are One Seven | 74k | $2.2M | 100% | Sep 2024 |
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| Portside Wealth Group | 57k | $1.7M | 26% | Sep 2024 |
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| Diversify Advisory Services | 50k | $1.5M | 2% | Sep 2024 |
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| Congress Asset Management | 40k | $1.2M | 0% | Sep 2024 |
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| Norden Group | 29k | $880k | 217% | Sep 2024 |
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| Susquehanna International | 20k | $598k | 100% | Sep 2024 |
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| Congress Wealth Management LLC / DE / | 19k | $579k | 100% | Sep 2024 |
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| Old Mission Capital | 12k | $345k | 100% | Jun 2024 |
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| Advisor Group Holdings | 4.9k | $146k | 943% | Sep 2024 |
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| Harbor Investment Advisory | 1.4k | $41k | 100% | Sep 2024 |
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| Frazier Financial Advisors | 39.00 | $1.2k | 0% | Sep 2024 |
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Who sold out of Profesionally Managed Portfo?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Jun 2024 | 26k | $743k |
| Financial Network Wealth Advisors | Jun 2024 | 23k | $653k |
| Diversify Wealth Management | Jun 2024 | 7.2k | $200k |
| Farther Finance Advisors | Jun 2024 | 930.00 | $26k |