Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / CONGRESS SMID GR
-
Number of holders
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16
-
Total 13F shares, excl. options
-
5,414,581
-
Shares change
-
+1,834,384
-
Total reported value, excl. options
-
$155,165,788
-
Value change
-
+$52,562,650
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Number of buys
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13
-
Number of sells
-
1
-
Price
-
$28.66
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) had 16 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 5,414,581 shares of stock of the company.
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 table shows 16 institutional shareholders of the security as of 30 Jun 2024.
| 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.