Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / CONGRESS SMID GR
-
Total 13F shares
-
8,002,130
-
Share change
-
+1,703,549
-
Total reported value
-
$239,448,621
-
Price per share
-
$29.92
-
Number of holders
-
20
-
Value change
-
+$50,992,573
-
Number of buys
-
11
-
Number of sells
-
9
Institutional Holders of PROFESIONALLY MANAGED PORTFO - CONGRESS SMID GR (CSMD) as of Q4 2024
As of 31 Dec 2024,
PROFESIONALLY MANAGED PORTFO - CONGRESS SMID GR (CSMD) was held by
20 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,002,130 shares.
The largest 10 holders included
HANTZ FINANCIAL SERVICES, INC., Glenview Trust co, TOWNSQUARE CAPITAL LLC, MGO ONE SEVEN LLC, Congress Wealth Management LLC / DE /, Gibbs Wealth Management, CONGRESS ASSET MANAGEMENT CO, Clarendon Private LLC, Diversify Advisory Services, LLC, and FULLCIRCLE WEALTH LLC.
This page lists
21
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.