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 12 institutions that hold shares in the stock, with a total of 1.81 Million shares, which have been reported (via 13F filing form) to have a value of $37.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
1,660,862
shares
|
$34.3 Million
7.04% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
29,839
shares
|
$616,473
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
24,377
shares
|
$503,628
0.0% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
23,404
shares
|
$483,526
0.13% of portfolio
|
Q3 2024
Reduced 19.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
22,135
shares
|
$457,309
0.0% of portfolio
|
Q3 2024
Added 203.55%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
20,554
shares
|
$424,645
0.06% of portfolio
|
Q3 2024
Added 22.8%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
13,111
shares
|
$270,873
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
11,100
shares
|
$229,326
0.07% of portfolio
|
Q3 2022
Reduced 47.39%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,839
shares
|
$58,653
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
286
shares
|
$5,908
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
53
shares
|
$1,094
0.0% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|