Morton Capital Management Llc/Ca Trust For Professional Mgr Cro Transaction History
Morton Capital Management Llc/Ca
- $508 Billion
- Q3 2024
A detailed history of Morton Capital Management Llc/Ca transactions in Trust For Professional Mgr Cro stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 1,660,862 shares of SPC stock, worth $35.9 Million. This represents 7.04% of its overall portfolio holdings.
Number of Shares
1,660,862
Previous 1,590,812
4.4%
Holding current value
$35.9 Million
Previous $34.4 Billion
3.87%
% of portfolio
7.04%
Previous 8.18%
Shares
10 transactions
Others Institutions Holding SPC
# of Institutions
11Shares Held
1.8MCall Options Held
0Put Options Held
0-
Westbourne Investment Advisors, Inc.29.8KShares$645,7150.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA25.4KShares$548,8120.0% of portfolio
-
Ellsworth Advisors, LLC23.4KShares$506,4620.13% of portfolio
-
Compass Ion Advisors, LLC20.6KShares$444,7880.06% of portfolio
-
Us Bancorp \De\13.1KShares$283,7220.0% of portfolio