Purchases and Sales Made in Q3 2022 in Trust For Professional Mgr Cro (SPC)
This table provides information about the institutional ownership of Trust For Professional Mgr Cro (SPC) during Q3 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
Q3 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
314K+ 201.25% |
$6.43M - $6.47M
|
471K
$10.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
87.3K+ 498.61% |
$1.79M - $1.8M
|
105K
$2.27M
|
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
12.5KNew |
$255K - $257K
|
12.5K
$271K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
9.75KNew |
$200K - $201K
|
9.75K
$212K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.63K+ 15.76% |
$53.7K - $54.1K
|
19.3K
$419K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
678New |
$13.9K - $14K
|
678
$14.7K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
285+ 0.11% |
$5.83K - $5.87K
|
268K
$5.81M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
85+ 15.15% |
$1.74K - $1.75K
|
646
$14K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-10K- 47.39% |
$205K - $206K
|
11.1K
$241K
|
|
|
Oct 20, 2022
Q3 2022
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-223K- 27.35% |
$4.56M - $4.59M
|
592K
$12.9M
|