Morton Capital Management Llc/Ca Trust For Professional Mgr Cro Transaction History
Morton Capital Management Llc/Ca
- $421 Billion
- Q2 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 1,590,812 shares of SPC stock, worth $34.4 Million. This represents 8.18% of its overall portfolio holdings.
Number of Shares
1,590,812
Previous 1,533,500
3.74%
Holding current value
$34.4 Million
Previous $32.8 Billion
4.95%
% of portfolio
8.18%
Previous 8.86%
Shares
9 transactions
Others Institutions Holding SPC
# of Institutions
11Shares Held
1.73MCall Options Held
0Put Options Held
0-
Westbourne Investment Advisors, Inc.29.8KShares$644,5220.0% of portfolio
-
Ellsworth Advisors, LLC29.1KShares$628,0840.18% of portfolio
-
New Edge Advisors, LLC New Orleans, LA25.4KShares$547,7970.0% of portfolio
-
Compass Ion Advisors, LLC16.7KShares$361,5400.05% of portfolio
-
Us Bancorp \De\13.1KShares$283,1970.0% of portfolio