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 | 7.2M | $241M | 3% | Sep 2025 |
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| Glenview Trust | 996k | $32M | 6% | Dec 2025 |
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| Rockefeller Capital Management | 685k | $22M | 1721% | Dec 2025 |
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| Envestnet Asset Management | 633k | $20M | 14% | Dec 2025 |
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| We Are One Seven | 461k | $15M | 13% | Dec 2025 |
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| Advisor Group Holdings | 349k | $11M | 11% | Dec 2025 |
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| Integrated Wealth Concepts | 123k | $3.9M | 9% | Dec 2025 |
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| Stifel Financial | 107k | $3.4M | 111% | Dec 2025 |
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| Berkshire Bank | 104k | $3.3M | 100% | Dec 2025 |
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| Congress Asset Management | 82k | $2.6M | 9% | Dec 2025 |
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| Clarendon Private | 64k | $2.1M | 3% | Sep 2025 |
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| Gibbs Wealth Management | 63k | $2.1M | -8% | Dec 2025 |
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| Portside Wealth Group | 58k | $1.8M | 38% | Dec 2025 |
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| Apollon Wealth Management | 32k | $1.0M | 19% | Dec 2025 |
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| Skopos Labs | 29k | $909k | 0% | Sep 2025 |
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| GK Wealth Management | 27k | $846k | 186% | Dec 2025 |
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| Diversify Advisory Services | 26k | $889k | -4% | Dec 2025 |
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| Norden Group | 22k | $701k | 0% | Dec 2025 |
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| Revisor Wealth Management | 21k | $706k | 200% | Dec 2025 |
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| Jane Street | 17k | $545k | 100% | Dec 2025 |
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| Susquehanna International | 17k | $532k | 100% | Dec 2025 |
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| Natixis Asset Management Advisors | 12k | $362k | 100% | Dec 2025 |
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| Quantinno Capital Management | 9.3k | $294k | -1% | Dec 2025 |
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| Aptus Capital Advisors | 7.9k | $251k | 9% | Dec 2025 |
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| Diversify Wealth Management | 7.9k | $263k | -18% | Sep 2025 |
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| Financial Network Wealth Advisors | 7.7k | $256k | 0% | Sep 2025 |
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| Jones Financial Companies, L.L | 7.5k | $250k | 100% | Sep 2025 |
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| CLS Investments | 6.6k | $208k | 100% | Dec 2025 |
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| Brian McDonald | 6.1k | $192k | 2730% | Dec 2025 |
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| Harbor Investment Advisory | 2.2k | $71k | 15% | Dec 2025 |
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| Huntington National Bank | 1.5k | $46k | 100% | Dec 2025 |
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| UBS Group | 493.00 | $16k | 100% | Dec 2025 |
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| AE Wealth Management | 269.00 | $8.5k | 100% | Dec 2025 |
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| Principal Securities | 141.00 | $4.7k | 100% | Sep 2025 |
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Who sold out of Profesionally Managed Portfo?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| PFG Advisors | Sep 2025 | 8.5k | $284k |
| Raymond James Financial | Jun 2025 | 2.4k | $75k |
| CWM | Sep 2025 | 309.00 | $10k |