Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / CONGRESS SMID GR
-
Total 13F shares
-
6,368,512
-
Share change
-
+953,931
-
Total reported value
-
$190,464,323
-
Price per share
-
$29.91
-
Number of holders
-
16
-
Value change
-
+$28,609,191
-
Number of buys
-
11
-
Number of sells
-
6
Institutional Holders of PROFESIONALLY MANAGED PORTFO - CONGRESS SMID GR (CSMD) as of Q3 2024
As of 30 Sep 2024,
PROFESIONALLY MANAGED PORTFO - CONGRESS SMID GR (CSMD) was held by
16 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,368,512 shares.
The largest 10 holders included
HANTZ FINANCIAL SERVICES, INC., TOWNSQUARE CAPITAL LLC, Gibbs Wealth Management, MGO ONE SEVEN LLC, Portside Wealth Group, LLC, Diversify Advisory Services, LLC, CONGRESS ASSET MANAGEMENT CO, NORDEN GROUP LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, and Congress Wealth Management LLC / DE /.
This page lists
16
institutional shareholders reporting positions in this security
for the Q3 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.