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 12 institutions that hold shares in the stock, with a total of 1.73 Million shares, which have been reported (via 13F filing form) to have a value of $37.5 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 12, 2024 Q1 2024 |
1,533,500
shares
|
$33.3 Million
8.86% of portfolio
|
Q1 2024
Added 5.63%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
51,412
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2024
Added 1069.25%
|
|
Ellsworth Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
35,742
shares
|
$775,243
0.22% of portfolio
|
Q1 2024
Reduced 26.06%
|
|
Westbourne Investment Advisors, Inc.
|
Apr 22, 2024 Q1 2024 |
29,839
shares
|
$647,207
0.0% of portfolio
|
Q2 2023
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
25,079
shares
|
$543,963
0.0% of portfolio
|
Q1 2024
New holding
|
|
Compass Ion Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
16,738
shares
|
$363,047
0.05% of portfolio
|
Q1 2024
Added 7.55%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
13,111
shares
|
$284,377
0.0% of portfolio
|
Q4 2022
New holding
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
11,100
shares
|
$240,759
0.07% of portfolio
|
Q3 2022
Reduced 47.39%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
11,100
shares
|
$240,759
0.0% of portfolio
|
Q3 2023
Reduced 43.94%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
44
shares
|
$954
0.0% of portfolio
|
Q4 2023
Reduced 2.22%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
15
shares
|
$325
0.0% of portfolio
|
Q1 2024
Reduced 99.78%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|