Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / JENSEN QUALITY
-
Total 13F shares
-
624,767
-
Share change
-
+124,382
-
Total reported value
-
$16,550,739
-
Price per share
-
$26.51
-
Number of holders
-
18
-
Value change
-
+$3,313,744
-
Number of buys
-
9
-
Number of sells
-
7
Institutional Holders of TRUST FOR PROFESSIONAL MANAG - JENSEN QUALITY (JGRW) as of Q2 2025
As of 30 Jun 2025,
TRUST FOR PROFESSIONAL MANAG - JENSEN QUALITY (JGRW) was held by
18 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
624,767 shares.
The largest 10 holders included
SOL Capital Management CO, DMKC Advisory Services, LLC, KELLEHER FINANCIAL ADVISORS, Hamilton Point Investment Advisors, LLC, HighTower Advisors, LLC, Snowden Capital Advisors LLC, OneAscent Financial Services LLC, CAPTRUST FINANCIAL ADVISORS, Clearstead Trust, LLC, and Bill Few Associates, Inc..
This page lists
18
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.