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 | 938k | $31M | 4% | Sep 2025 |
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| Envestnet Asset Management | 553k | $18M | 5% | Sep 2025 |
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| We Are One Seven | 409k | $14M | 14% | Sep 2025 |
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| Advisor Group Holdings | 316k | $11M | 16363% | Sep 2025 |
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| Congress Wealth Management LLC / DE / | 272k | $8.5M | 10% | Jun 2025 |
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| Morgan Stanley | 251k | $7.8M | 100% | Jun 2025 |
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| Integrated Wealth Concepts | 113k | $3.8M | 17% | Sep 2025 |
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| Congress Asset Management | 75k | $2.5M | 12% | Sep 2025 |
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| Gibbs Wealth Management | 69k | $2.3M | -12% | Sep 2025 |
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| Clarendon Private | 64k | $2.1M | 3% | Sep 2025 |
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| Stifel Financial | 51k | $1.7M | 336% | Sep 2025 |
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| Portside Wealth Group | 42k | $1.4M | 43% | Sep 2025 |
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| Rockefeller Capital Management | 38k | $1.3M | -24% | Sep 2025 |
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| Skopos Labs | 29k | $909k | 0% | Sep 2025 |
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| Diversify Advisory Services | 27k | $895k | 7% | Sep 2025 |
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| Apollon Wealth Management | 27k | $887k | 100% | Sep 2025 |
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| Norden Group | 22k | $737k | -1% | Sep 2025 |
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| Quantinno Capital Management | 9.4k | $314k | 27% | Sep 2025 |
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| GK Wealth Management | 9.4k | $312k | 100% | Sep 2025 |
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| PFG Advisors | 8.5k | $284k | 3% | Sep 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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| Aptus Capital Advisors | 7.3k | $242k | 2% | Sep 2025 |
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| Revisor Wealth Management | 7.0k | $234k | 100% | Sep 2025 |
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| Harbor Investment Advisory | 1.9k | $65k | -3% | Sep 2025 |
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| CWM | 309.00 | $10k | 100% | Sep 2025 |
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| Brian McDonald | 214.00 | $7.1k | 0% | Sep 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 |
|---|---|---|---|
| Townsquare Capital | Jun 2025 | 23k | $713k |
| UBS Group | Jun 2025 | 13k | $414k |
| Raymond James Financial | Jun 2025 | 2.4k | $75k |
| Atlantic Trust | Jun 2025 | 495.00 | $15k |