Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / CONGRESS LRG CAP
-
Number of holders
-
5
-
Total 13F shares, excl. options
-
4,331,438
-
Shares change
-
+39,537
-
Total reported value, excl. options
-
$133,668,347
-
Value change
-
+$8,343,281
-
Number of buys
-
4
-
Number of sells
-
-2
-
Price
-
$30.86
Significant Holders of PROFESIONALLY MANAGED PORTFO - CONGRESS LRG CAP (CAML) as of Q1 2024
7 filings reported holding CAML - PROFESIONALLY MANAGED PORTFO - CONGRESS LRG CAP as of Q1 2024.
PROFESIONALLY MANAGED PORTFO - CONGRESS LRG CAP (CAML) has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,331,438 shares
.
Largest 7 shareholders include HANTZ FINANCIAL SERVICES, INC. (4,321,601 shares), FLOW TRADERS U.S. LLC (8,076 shares), UBS Group AG (1,139 shares), OSAIC HOLDINGS, INC. (583 shares), Frazier Financial Advisors, LLC (39 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (0 shares), and HANTZ FINANCIAL SERVICES, INC. (0 shares).
This table shows the top 5 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.