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 | 6.1M | $223M | -2% | Jun 2026 |
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| Morgan Stanley | 1.6M | $49M | 25% | Mar 2026 |
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| Glenview Trust | 1.3M | $46M | 3% | Jun 2026 |
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| Rockefeller Capital Management | 1.0M | $38M | 15% | Jun 2026 |
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| Envestnet Asset Management | 953k | $35M | 16% | Jun 2026 |
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| HighTower Advisors | 426k | $16M | 127% | Jun 2026 |
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| Advisor Group Holdings | 359k | $13M | -6% | Jun 2026 |
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| Stifel Financial | 261k | $9.5M | 26% | Jun 2026 |
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| Berkshire Bank | 213k | $7.8M | 17% | Jun 2026 |
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| Integrated Wealth Concepts | 194k | $7.1M | 37% | Jun 2026 |
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| Nuveen | 157k | $5.7M | 100% | Jun 2026 |
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| Skopos Labs | 142k | $4.3M | -16% | Mar 2026 |
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| Clarendon Private | 132k | $4.8M | -5% | Jun 2026 |
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| Jones Financial Companies, L.L | 132k | $4.7M | 52% | Jun 2026 |
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| Congress Asset Management | 108k | $4.0M | -1% | Jun 2026 |
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| We Are One Seven | 74k | $2.7M | -84% | Jun 2026 |
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| Gibbs Wealth Management | 62k | $1.9M | -2% | Mar 2026 |
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| Apollon Wealth Management | 42k | $1.5M | 22% | Jun 2026 |
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| Portside Wealth Group | 25k | $902k | -71% | Jun 2026 |
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| Diversify Wealth Management | 24k | $810k | -28% | Jun 2026 |
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| Diversify Advisory Services | 24k | $810k | 100% | Jun 2026 |
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| GK Wealth Management | 20k | $729k | 100% | Jun 2026 |
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| Susquehanna International | 16k | $593k | 136% | Jun 2026 |
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| Norden Group | 16k | $593k | 0% | Jun 2026 |
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| Natixis Asset Management Advisors | 15k | $544k | 9% | Jun 2026 |
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| CLS Investments | 15k | $532k | -2% | Jun 2026 |
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| Aptus Capital Advisors | 12k | $449k | 26% | Jun 2026 |
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| LPL Financial | 11k | $387k | -6% | Jun 2026 |
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| Farther Finance Advisors | 7.3k | $266k | 100% | Jun 2026 |
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| Revisor Wealth Management | 6.7k | $245k | -59% | Jun 2026 |
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| Raymond James Financial | 6.3k | $228k | -9% | Jun 2026 |
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| Financial Network Wealth Advisors | 6.0k | $220k | -15% | Jun 2026 |
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| Quantinno Capital Management | 5.9k | $214k | 100% | Jun 2026 |
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| Copley Financial Group | 5.8k | $212k | 100% | Jun 2026 |
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| Warren Averett Asset Management | 5.7k | $208k | 100% | Jun 2026 |
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| Fifth Third Bancorp | 5.6k | $203k | 0% | Jun 2026 |
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| Royal Bank of Canada | 5.2k | $189k | 1190% | Jun 2026 |
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| Jpmorgan Chase & Co | 3.5k | $127k | 100% | Jun 2026 |
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| Harbor Investment Advisory | 2.7k | $97k | 0% | Jun 2026 |
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| D. J. St. Germain | 460.00 | $17k | 0% | Jun 2026 |
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| UBS Group | 214.00 | $7.8k | -10% | Jun 2026 |
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| Steward Partners Investment Advisory | 167.00 | $6.1k | 100% | Jun 2026 |
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| Ronald Blue Trust | 102.00 | $3.7k | 100% | Jun 2026 |
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Who sold out of Profesionally Managed Portfo?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Mar 2026 | 38k | $1.2M |
| Goldman Sachs Group | Mar 2026 | 13k | $401k |
| Ubs Global Asset Management Americas | Mar 2026 | 237.00 | $7.3k |