Purchases and Sales Made in Q2 2022 in Trust For Professional Mgr Cro (SPC)
This table provides information about the institutional ownership of Trust For Professional Mgr Cro (SPC) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Dec 05, 2023
Q2 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
156KNew |
$3.19M - $3.21M
|
156K
$3.39M
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
114K+ 74.37% |
$2.33M - $2.35M
|
267K
$5.81M
|
|
Aug 16, 2022
Q2 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
92.1KNew |
$1.88M - $1.89M
|
92.1K
$2M
|
|
Aug 12, 2022
Q2 2022
|
Cohanzick Management, LLC
Pleasantville, NY |
BUY
|
- |
71.1KNew |
$1.45M - $1.46M
|
71.1K
$1.54M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16.7KNew |
$340K - $343K
|
16.7K
$362K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
561New |
$11.5K - $11.5K
|
561
$12.2K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-610Closed |
$12.5K - $12.6K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-950- 4.31% |
$19.4K - $19.6K
|
21.1K
$458K
|
|
Jul 26, 2022
Q2 2022
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-4.63K- 7.3% |
$94.6K - $95.3K
|
58.8K
$1.28M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.7K- 51.62% |
$381K - $384K
|
17.5K
$380K
|
|
Jul 25, 2022
Q2 2022
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-90.3K- 9.98% |
$1.85M - $1.86M
|
815K
$17.7M
|