Latest Institutional Transactions on Trust For Professional Mgr Cro (SPC)
This table provides information on the latest institutional transactions involving Trust For Professional Mgr Cro (SPC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-87.5K- 25.74% |
$1.78M - $1.88M
|
252K
$5.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1.87K- 2.35% |
$38.1K - $40K
|
77.4K
$1.66M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-3.05K- 16.42% |
$63K - $64.1K
|
15.5K
$333K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-58.5K- 69.67% |
$1.21M - $1.23M
|
25.5K
$546K
|
|
|
May 14, 2025
Q1 2025
|
Crossingbridge Advisors, LLC
Pleasantville, NY |
BUY
|
- |
16.7KNew |
$344K - $350K
|
16.7K
$357K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43.6K+ 135.57% |
$901K - $916K
|
75.8K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
15.1K+ 35.44% |
$312K - $317K
|
57.7K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
32.3KNew |
$667K - $678K
|
32.3K
$693K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
22.4KNew |
$463K - $471K
|
22.4K
$481K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
330+ 1.78% |
$6.81K - $6.93K
|
18.9K
$405K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
56New |
$1.16K - $1.22K
|
56
$1.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.3KNew |
$26.9K - $28.3K
|
1.3K
$27.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-179K- 10.77% |
$3.7M - $3.9M
|
1.48M
$31.8M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-984- 3.88% |
$21.1K - $21.5K
|
24.4K
$523K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
286New |
$6.15K - $6.25K
|
286
$6.13K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 2.22% |
$21.2 - $21.9
|
44
$944
|
|
|
Feb 13, 2024
Q4 2023
|
Cohanzick Management, LLC
Pleasantville, NY |
BUY
|
- |
16.3KNew |
$345K - $357K
|
16.3K
$350K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7+ 3.54% |
$148 - $154
|
205
$4.4K
|
|
| Q3 2023 | |||||||
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.7K- 43.94% |
$186K - $190K
|
11.1K
$238K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-641- 5.55% |
$13.7K - $14K
|
10.9K
$234K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
29.8KNew |
$628K - $638K
|
29.8K
$640K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.09KNew |
$105K - $107K
|
5.09K
$109K
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-44.3K- 65.3% |
$917K - $932K
|
23.5K
$505K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
13.1KNew |
$270K - $274K
|
13.1K
$281K
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
107KNew |
$2.2M - $2.24M
|
107K
$2.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.04K- 26.13% |
$104K - $105K
|
14.3K
$306K
|
|
| Q3 2022 | |||||||
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
9.75KNew |
$200K - $201K
|
9.75K
$209K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
85+ 15.15% |
$1.74K - $1.75K
|
646
$13.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-10K- 47.39% |
$205K - $206K
|
11.1K
$238K
|
|
| Q2 2022 | |||||||
|
Jul 26, 2022
Q2 2022
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-4.63K- 7.3% |
$94.6K - $95.3K
|
58.8K
$1.26M
|
|