Latest Institutional Sells of Trust For Professional Mgr Cro (SPC)
This list provides information on the latest institutional transactions involving Trust For Professional Mgr Cro (SPC) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale 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
$5.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1.87K- 2.35% |
$38.1K - $40K
|
77.4K
$1.64M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-58.5K- 69.67% |
$1.21M - $1.23M
|
25.5K
$540K
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-3.05K- 16.42% |
$63K - $64.1K
|
15.5K
$330K
|
|
| Q4 2024 | |||||||
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-179K- 10.77% |
$3.7M - $3.9M
|
1.48M
$31.5M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-984- 3.88% |
$21.1K - $21.5K
|
24.4K
$518K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 2.22% |
$21.2 - $21.9
|
44
$934
|
|
| Q3 2023 | |||||||
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.7K- 43.94% |
$186K - $190K
|
11.1K
$236K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-641- 5.55% |
$13.7K - $14K
|
10.9K
$231K
|
|
| Q1 2023 | |||||||
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-44.3K- 65.3% |
$917K - $932K
|
23.5K
$500K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.04K- 26.13% |
$104K - $105K
|
14.3K
$303K
|
|
| Q3 2022 | |||||||
|
Oct 21, 2022
Q3 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-10K- 47.39% |
$205K - $206K
|
11.1K
$236K
|
|
| Q2 2022 | |||||||
|
Jul 26, 2022
Q2 2022
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-4.63K- 7.3% |
$94.6K - $95.3K
|
58.8K
$1.25M
|
|