PROFESIONALLY MANAGED PORTFO - CONGRESS LRG CAP (CAML)

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / CONGRESS LRG CAP
Total 13F shares
7,957,811
Share change
+913,458
Total reported value
$270,166,573
Price per share
$33.95
Number of holders
7
Value change
+$31,024,637
Number of buys
4
Number of sells
3

Institutional Holders of PROFESIONALLY MANAGED PORTFO - CONGRESS LRG CAP (CAML) as of Q4 2024

As of 31 Dec 2024, PROFESIONALLY MANAGED PORTFO - CONGRESS LRG CAP (CAML) was held by 7 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 7,957,811 shares. The largest 7 holders included HANTZ FINANCIAL SERVICES, INC., Congress Wealth Management LLC / DE /, CONGRESS ASSET MANAGEMENT CO, JANE STREET GROUP, LLC, Advyzon Investment Management, LLC, MORGAN STANLEY, and UBS Group AG. This page lists 7 institutional shareholders reporting positions in this security for the Q4 2024 filing period.
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.