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 | 6.2M | $191M | -17% | Mar 2026 |
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| Morgan Stanley | 1.6M | $49M | 25% | Mar 2026 |
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| Glenview Trust | 1.2M | $37M | 22% | Mar 2026 |
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| Rockefeller Capital Management | 899k | $28M | 31% | Mar 2026 |
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| Envestnet Asset Management | 822k | $25M | 30% | Mar 2026 |
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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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| Stifel Financial | 207k | $6.3M | 93% | Mar 2026 |
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| HighTower Advisors | 187k | $5.7M | 100% | Mar 2026 |
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| Berkshire Bank | 182k | $5.6M | 74% | Mar 2026 |
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| Integrated Wealth Concepts | 142k | $4.4M | 16% | Mar 2026 |
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| Skopos Labs | 142k | $4.3M | -16% | Mar 2026 |
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| Clarendon Private | 139k | $4.3M | 69% | Mar 2026 |
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| Congress Asset Management | 109k | $3.4M | 33% | Mar 2026 |
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| Portside Wealth Group | 85k | $2.6M | 47% | Mar 2026 |
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| Gibbs Wealth Management | 62k | $1.9M | -2% | Mar 2026 |
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| Jones Financial Companies, L.L | 40k | $1.3M | 432% | Dec 2025 |
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| Jane Street | 38k | $1.2M | 123% | Mar 2026 |
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| Apollon Wealth Management | 35k | $1.1M | 10% | Mar 2026 |
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| Diversify Wealth Management | 33k | $1.0M | 100% | Mar 2026 |
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| Susquehanna International | 17k | $532k | 100% | Dec 2025 |
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| Revisor Wealth Management | 16k | $505k | -22% | Mar 2026 |
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| Norden Group | 16k | $497k | -27% | Mar 2026 |
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| CLS Investments | 15k | $456k | 126% | Mar 2026 |
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| Natixis Asset Management Advisors | 14k | $419k | 19% | Mar 2026 |
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| Goldman Sachs Group | 13k | $401k | 100% | Mar 2026 |
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| LPL Financial | 11k | $347k | 100% | Mar 2026 |
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| Aptus Capital Advisors | 9.8k | $301k | 23% | Mar 2026 |
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| Financial Network Wealth Advisors | 7.5k | $238k | -2% | Dec 2025 |
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| Brian McDonald | 6.1k | $192k | 2730% | Dec 2025 |
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| Fifth Third Bancorp | 5.6k | $171k | 100% | Mar 2026 |
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| Harbor Investment Advisory | 2.7k | $82k | 19% | Mar 2026 |
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| Huntington National Bank | 1.5k | $46k | 100% | Dec 2025 |
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| D. J. St. Germain | 460.00 | $14k | 100% | Mar 2026 |
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| Royal Bank of Canada | 400.00 | $12k | 100% | Mar 2026 |
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| UBS Group | 237.00 | $7.3k | -52% | Mar 2026 |
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| Ubs Global Asset Management Americas | 237.00 | $7.3k | 100% | Mar 2026 |
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Who sold out of Profesionally Managed Portfo?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| GK Wealth Management | Dec 2025 | 27k | $846k |
| Diversify Advisory Services | Dec 2025 | 26k | $889k |
| Citadel Advisors | Dec 2025 | 10k | $320k |
| Quantinno Capital Management | Dec 2025 | 9.3k | $294k |
| CWM | Sep 2025 | 309.00 | $10k |
| AE Wealth Management | Dec 2025 | 269.00 | $8.5k |