Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / CONVERGENCE LNG
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Number of holders
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9
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Total 13F shares, excl. options
-
885K
-
Shares change
-
-54.6K
-
Total reported value, excl. options
-
$13.4M
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Value change
-
-$828K
-
Number of buys
-
2
-
Number of sells
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-6
-
Price
-
$15.16
Significant Holders of TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG (CLSE) as of Q1 2023
9 filings reported holding CLSE - TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG as of Q1 2023.
TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG (CLSE) has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 885K shares
.
Largest 9 shareholders include Riverwater Partners LLC (700K shares), Mariner, LLC (99.2K shares), HARBOUR INVESTMENTS, INC. (30.2K shares), ENVESTNET ASSET MANAGEMENT INC (22.5K shares), Insight Advisors, LLC/ PA (16.4K shares), LPL Financial LLC (13.9K shares), Farther Finance Advisors, LLC (2.95K shares), UBS Group AG (306 shares), and Parallel Advisors, LLC (208 shares).
This table shows the top 9 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.