PROFESIONALLY MANAGED PORTFO (CSMD) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling CSMD?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for PROFESIONALLY MANAGED PORTFO, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on CSMD?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for PROFESIONALLY MANAGED PORTFO.

Is institutional money flowing into CSMD?

21 institutional investors hold PROFESIONALLY MANAGED PORTFO (CSMD). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about CSMD?

Track institutional sentiment and conviction scores for PROFESIONALLY MANAGED PORTFO (CSMD) including Smart Money Verdict and position changes on HoldingsIntel.

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	1.6M(+24.9%)	$48.5M	0.0%	+1.71%	36
Rockefeller Capital Management L.P.	Increased	898,477(+31.1%)	$27.6M	0.0%	+2.30%	36
ENVESTNET ASSET MANAGEMENT INC	Increased	822,259(+30.0%)	$25.3M	0.0%	+7.24%	36
OSAIC HOLDINGS, INC.	Increased	381,639(+9.2%)	$11.7M	0.0%	-0.70%	30
STIFEL FINANCIAL CORP	Increased	206,501(+93.4%)	$6.3M	0.0%	+0.30%	43
HighTower Advisors, LLC	New	187,221	$5.7M	0.0%	-0.97%	37
IWIntegrated Wealth Concepts LLC	Increased	141,706(+15.7%)	$4.4M	0.0%	+3.45%	31
CONGRESS ASSET MANAGEMENT CO	Increased	109,277(+33.1%)	$3.4M	0.0%	+3.01%	34
JONES FINANCIAL COMPANIES LLLP	Increased	86,787(+117.2%)	$2.6M	0.0%	+0.33%	42
JANE STREET GROUP, LLC	Increased	38,411(+123.1%)	$1.2M	0.0%	+0.60%	41
OPOrion Porfolio Solutions, LLC	Increased	14,863(+126.0%)	$456,442	0.0%	+0.58%	39
GOLDMAN SACHS GROUP INC	New	13,044	$400,581	0.0%	-0.97%	36
LPL Financial LLC	New	11,310	$347,330	0.0%	-0.97%	33
Aptus Capital Advisors, LLC	Increased	9,796(+23.3%)	$300,835	0.0%	+3.76%	28
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	6,893(-59.0%)	$211,684	0.0%	+2.59%	0
RAYMOND JAMES FINANCIAL INC	New	6,845	$210,210	0.0%	-0.97%	32
FIFTH THIRD BANCORP	New	5,573	$171,147	0.0%	-0.97%	31
JPMORGAN CHASE & CO	Unchanged	919	$27,276	0.0%	+2.59%	0
ROYAL BANK OF CANADA	New	400	$12,000	0.0%	-0.97%	27
UBS Group AG	Decreased	237(-51.9%)	$7,278	0.0%	+2.59%	0

PROFESIONALLY MANAGED PORTFO

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PROFESIONALLY MANAGED PORTFO

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