Purchases and Sales Made in Q3 2025 in Trust For Professional Mgr Cro (SPC)
This table provides information about the institutional ownership of Trust For Professional Mgr Cro (SPC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
7.68K+ 10.89% |
$157K - $167K
|
78.2K
$1.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-645- 0.83% |
$13.2K - $14K
|
76.8K
$1.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-700- 3.71% |
$14.3K - $15.2K
|
18.2K
$396K
|
|
|
Oct 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-3.33K- 24.51% |
$67.9K - $72.1K
|
10.2K
$223K
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-102K- 40.43% |
$2.08M - $2.21M
|
150K
$3.28M
|