Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / CONGRESS SMID GR
-
Total 13F shares
-
8,820,261
-
Share change
-
+818,131
-
Total reported value
-
$243,976,855
-
Price per share
-
$27.66
-
Number of holders
-
17
-
Value change
-
+$22,333,678
-
Number of buys
-
10
-
Number of sells
-
13
Institutional Holders of PROFESIONALLY MANAGED PORTFO - CONGRESS SMID GR (CSMD) as of Q1 2025
As of 31 Mar 2025,
PROFESIONALLY MANAGED PORTFO - CONGRESS SMID GR (CSMD) was held by
17 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,820,261 shares.
The largest 10 holders included
HANTZ FINANCIAL SERVICES, INC., Glenview Trust co, TOWNSQUARE CAPITAL LLC, MGO ONE SEVEN LLC, ENVESTNET ASSET MANAGEMENT INC, CW Advisors, LLC, Gibbs Wealth Management, Rockefeller Capital Management L.P., Clarendon Private LLC, and Diversify Advisory Services, LLC.
This page lists
18
institutional shareholders reporting positions in this security
for the Q1 2025 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.