Purchases and Sales Made in Q2 2024 in Trust For Professional Mgr Cro (SPC)
This table provides information about the institutional ownership of Trust For Professional Mgr Cro (SPC) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
57.3K+ 3.74% |
$1.23M - $1.24M
|
1.59M
$34.5M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
282+ 1.12% |
$6.03K - $6.11K
|
25.4K
$550K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52New |
$1.11K - $1.13K
|
52
$1.13K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-6.66K- 18.64% |
$143K - $144K
|
29.1K
$630K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-44.1K- 85.82% |
$944K - $956K
|
7.29K
$158K
|