Purchases and Sales Made in Q1 2025 in Trust For Professional Mgr Cro (SPC)
This table provides information about the institutional ownership of Trust For Professional Mgr Cro (SPC) during Q1 2025. The information is specifically focused on institutions that hold shares of TRUST FOR PROFESSIONAL MGR CRO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43.6K+ 135.57% |
$901K - $916K
|
75.8K
$1.61M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
32.3KNew |
$667K - $678K
|
32.3K
$686K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
22.4KNew |
$463K - $471K
|
22.4K
$477K
|
|
|
May 14, 2025
Q1 2025
|
Crossingbridge Advisors, LLC
Pleasantville, NY |
BUY
|
- |
16.7KNew |
$344K - $350K
|
16.7K
$354K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
15.1K+ 35.44% |
$312K - $317K
|
57.7K
$1.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
330+ 1.78% |
$6.81K - $6.93K
|
18.9K
$401K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-3.05K- 16.42% |
$63K - $64.1K
|
15.5K
$330K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-3.8K- 4.57% |
$78.5K - $79.8K
|
79.3K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-58.5K- 69.67% |
$1.21M - $1.23M
|
25.5K
$541K
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-178K- 34.31% |
$3.67M - $3.73M
|
340K
$7.22M
|