PROFESIONALLY MANAGED PORTFO - CONGRESS SMID GR (CSMD)

Historical Holders from Q3 2023 to Q1 2025

Symbol
CSMD
CUSIP
74316P645
Type / Class
Equity / CONGRESS SMID GR
All holders as of December 31, 2024
Q4 2024
Shares, excl. options
8M
Holdings value
$239M
% of all portfolios
0.001%
Grand Portfolio weight change
+0%
Number of holders
20
Number of buys
11
Number of sells
-9
Average Value change %
+0%
Average buys %
+0%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of PROFESIONALLY MANAGED PORTFO - CONGRESS SMID GR (CSMD)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q1 33.1K $916K -$1.72M $27.66 2
2024 Q4 8M $239M +$51M $29.92 20
2024 Q3 6.26M $187M +$28.6M $29.91 15
2024 Q2 5.3M $152M +$49.3M $28.66 15
2024 Q1 3.57M $108M -$4.69M $30.11 5
2023 Q4 49.6K $1.32M +$255K $26.66 2
2023 Q3 40K $970K +$970K $24.25 1