Institutional Ownership Trust For Professional Mgr Cro (SPC)
This table provides information about the institutional ownership of Trust For Professional Mgr Cro (SPC). We have compiled data on the 17 institutions that hold shares in the stock, with a total of 729,675 shares, which have been reported (via 13F filing form) to have a value of $15.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
252,428
shares
|
$5.45 Million
3.19% of portfolio
|
Q2 2025
Reduced 25.74%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
88,269
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2025
Added 16.38%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
77,420
shares
|
$1.67 Million
0.46% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
70,516
shares
|
$1.52 Million
0.88% of portfolio
|
Q2 2025
Added 214.3%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
53,829
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2025
Added 66.7%
|
|
|
Crossingbridge Advisors, LLC
Pleasantville, NY |
Aug 13, 2025 Q2 2025 |
49,416
shares
|
$1.07 Million
0.93% of portfolio
|
Q2 2025
Added 196.51%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
30,257
shares
|
$653,853
0.0% of portfolio
|
Q2 2025
Reduced 47.59%
|
|
|
Westbourne Investment Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
29,839
shares
|
$644,820
0.19% of portfolio
|
Q2 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
23,163
shares
|
$500,552
0.0% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
18,862
shares
|
$407,607
0.05% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Ellsworth Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
13,564
shares
|
$293,118
0.07% of portfolio
|
Q2 2025
Reduced 12.7%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
11,100
shares
|
$239,871
0.07% of portfolio
|
Q3 2022
Reduced 47.39%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
9,479
shares
|
$204,841
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,300
shares
|
$28,093
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
177
shares
|
$3,824
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
56
shares
|
$1,210
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|