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 15 institutions that hold shares in the stock, with a total of 547,767 shares, which have been reported (via 13F filing form) to have a value of $12 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Oct 21, 2025 Q3 2025 |
150,373
shares
|
$3.3 Million
1.7% of portfolio
|
Q3 2025
Reduced 40.43%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
91,377
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
78,194
shares
|
$1.72 Million
0.42% of portfolio
|
Q3 2025
Added 10.89%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
76,775
shares
|
$1.69 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
50,949
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 20, 2025 Q3 2025 |
29,839
shares
|
$654,966
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
18,162
shares
|
$398,655
0.04% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
15,869
shares
|
$348,324
0.0% of portfolio
|
Q3 2025
Reduced 47.55%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
11,100
shares
|
$243,645
0.07% of portfolio
|
Q3 2022
Reduced 47.39%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
10,239
shares
|
$224,746
0.05% of portfolio
|
Q3 2025
Reduced 24.51%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
9,479
shares
|
$208,064
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
4,055
shares
|
$89,007
0.0% of portfolio
|
Q3 2025
Reduced 82.49%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,300
shares
|
$28,535
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
56
shares
|
$1,229
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|