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 14 institutions that hold shares in the stock, with a total of 2.33 Million shares, which have been reported (via 13F filing form) to have a value of $48.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
1,481,936
shares
|
$30.9 Million
5.77% of portfolio
|
Q4 2024
Reduced 10.77%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Feb 13, 2025 Q4 2024 |
517,404
shares
|
$10.8 Million
6.1% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
83,917
shares
|
$1.75 Million
0.0% of portfolio
|
Q4 2024
Added 279.11%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
83,087
shares
|
$1.73 Million
0.52% of portfolio
|
Q1 2023
Reduced 18.65%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
42,622
shares
|
$889,094
0.0% of portfolio
|
Q4 2024
Added 1401.3%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
32,196
shares
|
$671,608
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Westbourne Investment Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
29,839
shares
|
$622,441
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
18,591
shares
|
$387,808
0.1% of portfolio
|
Q4 2024
Reduced 20.56%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
18,532
shares
|
$386,577
0.05% of portfolio
|
Q4 2024
Reduced 9.84%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
13,111
shares
|
$273,495
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
11,100
shares
|
$231,546
0.07% of portfolio
|
Q3 2022
Reduced 47.39%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,300
shares
|
$27,118
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
56
shares
|
$1,168
0.0% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|