Who owns PROFESIONALLY MANAGED PORTFO?
- Ticker: WAGN
- CUSIP Number: 74316p538
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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 |
|---|---|---|---|---|---|
| Stifel Financial | 337k | $4.6M | 653% | Jun 2026 |
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| Jane Street | 322k | $4.4M | 100% | Jun 2026 |
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| Del-Sette Capital Management | 163k | $2.2M | 100% | Jun 2026 |
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| Old Port Advisors | 111k | $1.5M | 100% | Jun 2026 |
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| Belpointe Asset Management | 59k | $809k | 7% | Jun 2026 |
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| Wealthcare Advisory Partners | 38k | $526k | 33% | Jun 2026 |
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| Cambridge Investment Research Advisors | 27k | $366k | 3% | Jun 2026 |
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| NWF Advisory Services | 26k | $357k | 18% | Jun 2026 |
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| CWM | 23k | $327k | 100% | Mar 2026 |
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| Resources Investment Advisors | 21k | $291k | 28% | Jun 2026 |
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| Tactive Advisors | 19k | $257k | 100% | Jun 2026 |
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| Citadel Advisors | 16k | $215k | 100% | Jun 2026 |
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| Investment House | 12k | $171k | 4% | Jun 2026 |
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| Advisor Group Holdings | 12k | $168k | 0% | Jun 2026 |
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| Captrust Financial Advisors | 11k | $149k | 1% | Jun 2026 |
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| Mercer Global Advisors | 9.5k | $130k | 100% | Jun 2026 |
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| Glass Jacobson Investment Advisors | 9.5k | $130k | 32% | Jun 2026 |
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| UBS Group | 7.8k | $107k | 100% | Jun 2026 |
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| Farther Finance Advisors | 4.2k | $58k | 100% | Jun 2026 |
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| Hilltop National Bank | 2.7k | $37k | 100% | Jun 2026 |
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| Steward Partners Investment Advisory | 600.00 | $8.3k | 100% | Jun 2026 |
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Who sold out of Profesionally Managed Portfo?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Harbor Investment Advisory | Mar 2026 | 2.5k | $35k |
| Advisory Services Network | Mar 2026 | 871.00 | $12k |