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 11 institutions that hold shares in the stock, with a total of 1.8 Million shares, which have been reported (via 13F filing form) to have a value of $39 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
1,660,862
shares
|
$35.9 Million
7.04% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
29,839
shares
|
$645,715
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
25,361
shares
|
$548,812
0.0% of portfolio
|
Q2 2024
Added 1.12%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
23,404
shares
|
$506,462
0.13% of portfolio
|
Q3 2024
Reduced 19.51%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
20,554
shares
|
$444,788
0.06% of portfolio
|
Q3 2024
Added 22.8%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
13,111
shares
|
$283,722
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
11,100
shares
|
$240,204
0.07% of portfolio
|
Q3 2022
Reduced 47.39%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
11,100
shares
|
$240,204
0.0% of portfolio
|
Q3 2023
Reduced 43.94%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
7,292
shares
|
$157,798
0.0% of portfolio
|
Q2 2024
Reduced 85.82%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
286
shares
|
$6,189
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
52
shares
|
$1,125
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|