Purchases and Sales Made in Q2 2025 in Trust For Professional Mgr Cro (SPC)
This table provides information about the institutional ownership of Trust For Professional Mgr Cro (SPC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
48.1K+ 214.3% |
$981K - $1.03M
|
70.5K
$1.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Crossingbridge Advisors, LLC
Pleasantville, NY |
BUY
|
- |
32.8K+ 196.51% |
$668K - $702K
|
49.4K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
21.5K+ 66.7% |
$439K - $462K
|
53.8K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.4K+ 16.38% |
$253K - $266K
|
88.3K
$1.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9.48KNew |
$193K - $203K
|
9.48K
$206K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
177New |
$3.61K - $3.79K
|
177
$3.86K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
56New |
$1.14K - $1.2K
|
56
$1.22K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1.87K- 2.35% |
$38.1K - $40K
|
77.4K
$1.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-1.97K- 12.7% |
$40.3K - $42.3K
|
13.6K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.29K- 9.0% |
$46.7K - $49.1K
|
23.2K
$504K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-27.5K- 47.59% |
$560K - $589K
|
30.3K
$659K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-87.5K- 25.74% |
$1.78M - $1.88M
|
252K
$5.5M
|