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 11 institutions that hold shares in the stock, with a total of 1.73 Million shares, which have been reported (via 13F filing form) to have a value of $37.3 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 12, 2024 Q2 2024 |
1,590,812
shares
|
$34.3 Million
8.18% of portfolio
|
Q2 2024
Added 3.74%
|
|
Westbourne Investment Advisors, Inc.
|
Aug 07, 2024 Q2 2024 |
29,839
shares
|
$642,433
0.0% of portfolio
|
Q2 2023
New holding
|
|
Ellsworth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
29,078
shares
|
$626,049
0.18% of portfolio
|
Q2 2024
Reduced 18.64%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
25,361
shares
|
$546,022
0.0% of portfolio
|
Q2 2024
Added 1.12%
|
|
Compass Ion Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
16,738
shares
|
$360,369
0.05% of portfolio
|
Q1 2024
Added 7.55%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
13,111
shares
|
$282,279
0.0% of portfolio
|
Q4 2022
New holding
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
11,100
shares
|
$238,983
0.07% of portfolio
|
Q3 2022
Reduced 47.39%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
11,100
shares
|
$238,983
0.0% of portfolio
|
Q3 2023
Reduced 43.94%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
7,292
shares
|
$156,996
0.0% of portfolio
|
Q2 2024
Reduced 85.82%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
52
shares
|
$1,119
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|