Morton Capital Management Llc/Ca Trust For Professional Mgr Cro Transaction History
Morton Capital Management Llc/Ca
- $370 Billion
- Q1 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 1,533,500 shares of SPC stock, worth $33.3 Million. This represents 8.86% of its overall portfolio holdings.
Number of Shares
1,533,500
Previous 1,451,808
5.63%
Holding current value
$33.3 Million
Previous $30.7 Billion
6.8%
% of portfolio
8.86%
Previous 9.13%
Shares
8 transactions
Others Institutions Holding SPC
# of Institutions
12Shares Held
1.73MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC51.4KShares$1.12 Million0.0% of portfolio
-
Ellsworth Advisors, LLC35.7KShares$775,2430.22% of portfolio
-
Westbourne Investment Advisors, Inc.29.8KShares$647,2070.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA25.1KShares$543,9630.0% of portfolio
-
Compass Ion Advisors, LLC16.7KShares$363,0470.05% of portfolio