Purchases and Sales Made in Q1 2024 in Trust For Professional Mgr Cro (SPC)
This table provides information about the institutional ownership of Trust For Professional Mgr Cro (SPC) during Q1 2024. The information is specifically focused on institutions that hold shares of TRUST FOR PROFESSIONAL MGR CRO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
81.7K+ 5.63% |
$1.73M - $1.75M
|
1.53M
$33.3M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
47K+ 1069.25% |
$996K - $1.01M
|
51.4K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25.1KNew |
$531K - $537K
|
25.1K
$544K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.18K+ 7.55% |
$24.9K - $25.2K
|
16.7K
$363K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-6.78K- 99.78% |
$144K - $145K
|
15
$326
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-12.6K- 26.06% |
$267K - $270K
|
35.7K
$776K
|