Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / CONGRESS SMID GR
-
Total 13F shares
-
5,301,163
-
Share change
-
+1,720,966
-
Total reported value
-
$151,915,228
-
Price per share
-
$28.66
-
Number of holders
-
15
-
Value change
-
+$49,312,136
-
Number of buys
-
12
-
Number of sells
-
1
Institutional Holders of PROFESIONALLY MANAGED PORTFO - CONGRESS SMID GR (CSMD) as of Q2 2024
As of 30 Jun 2024,
PROFESIONALLY MANAGED PORTFO - CONGRESS SMID GR (CSMD) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,301,163 shares.
The largest 10 holders included
HANTZ FINANCIAL SERVICES, INC., TOWNSQUARE CAPITAL LLC, Gibbs Wealth Management, Diversify Advisory Services, LLC, Portside Wealth Group, LLC, CONGRESS ASSET MANAGEMENT CO /MA, JANE STREET GROUP, LLC, Financial Network Wealth Advisors LLC, Congress Wealth Management LLC / DE /, and OLD MISSION CAPITAL LLC.
This page lists
16
institutional shareholders reporting positions in this security
for the Q2 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.