CSMD PROFESIONALLY MANAGED PORTFO: institutional ownership and insider trading
44 funds reported holding $500M of PROFESIONALLY MANAGED PORTFO in their latest 13F filings; in Q2 2026 funds net bought $13.5M, with 9 new positions and 3 funds selling out.
Largest institutional holders of CSMD
- HANTZ FINANCIAL SERVICES, INC. — $223M
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $62.2M
- Glenview Trust Co — $45.8M
- Rockefeller Capital Management L.P. — $37.7M
- ENVESTNET ASSET MANAGEMENT INC — $34.8M
- HighTower Advisors, LLC — $15.5M
- OSAIC HOLDINGS, INC. — $13.1M
- STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) — $9.52M
- CW Advisors, LLC — $8.48M
- Beacon Bank & Trust — $7.79M