Purchases and Sales Made in Q2 2025 in Trust For Professional Mgr Cro (SPC)
This table provides information about the institutional ownership of Trust For Professional Mgr Cro (SPC) during Q2 2025. 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 |
---|---|---|---|---|---|---|---|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1.87K- 2.35% |
$38.1K - $40K
|
77.4K
$1.64M
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-1.97K- 12.7% |
$40.3K - $42.3K
|
13.6K
$288K
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-87.5K- 25.74% |
$1.78M - $1.88M
|
252K
$5.36M
|