Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / CONVERGENCE LNG
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Number of holders
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14
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Total 13F shares, excl. options
-
1.77M
-
Shares change
-
+508K
-
Total reported value, excl. options
-
$36.2M
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Value change
-
+$10.3M
-
Number of buys
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10
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Number of sells
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-2
-
Price
-
$20.44
Significant Holders of TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG (CLSE) as of Q1 2024
14 filings reported holding CLSE - TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG as of Q1 2024.
TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG (CLSE) has 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.77M shares
.
Largest 10 shareholders include Riverwater Partners LLC (665K shares), FLAGSHIP HARBOR ADVISORS, LLC (295K shares), COTTONWOOD CAPITAL ADVISORS, LLC (249K shares), Creative Planning (135K shares), LPL Financial LLC (107K shares), Mariner, LLC (102K shares), Belpointe Asset Management LLC (81.4K shares), Sigma Planning Corp (74.9K shares), Tactive Advisors, LLC (28.8K shares), and Good Life Advisors, LLC (17.9K shares).
This table shows the top 14 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.