Institutional Ownership Trust For Professional Mgr Cro (SPC)
This table provides information about the institutional ownership of Trust For Professional Mgr Cro (SPC). We have compiled data on the 14 institutions that hold shares in the stock, with a total of 726,247 shares, which have been reported (via 13F filing form) to have a value of $15.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prepared Retirement Institute LLC
Lansdale, PA |
May 01, 2025 Q1 2025 |
339,903
shares
|
$7.22 Million
4.55% of portfolio
|
Q1 2025
Reduced 34.31%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
79,287
shares
|
$1.68 Million
0.51% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
75,844
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Added 135.57%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
57,728
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Added 35.44%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
32,291
shares
|
$685,860
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Westbourne Investment Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
29,839
shares
|
$633,780
0.22% of portfolio
|
Q2 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
25,453
shares
|
$540,621
0.0% of portfolio
|
Q1 2025
Reduced 69.67%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
22,436
shares
|
$476,540
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
18,862
shares
|
$400,628
0.05% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Crossingbridge Advisors, LLC
Pleasantville, NY |
May 14, 2025 Q1 2025 |
16,666
shares
|
$353,985
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Ellsworth Advisors, LLC
|
May 28, 2025 Q1 2025 |
15,538
shares
|
$330,027
0.09% of portfolio
|
Q1 2025
Reduced 16.42%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
11,100
shares
|
$235,763
0.07% of portfolio
|
Q3 2022
Reduced 47.39%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,300
shares
|
$27,611
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|