Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / CONVERGENCE LNG
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Number of holders
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20
-
Total 13F shares, excl. options
-
4.01M
-
Shares change
-
+2.53M
-
Total reported value, excl. options
-
$85.9M
-
Value change
-
+$54.3M
-
Number of buys
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16
-
Number of sells
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-2
-
Price
-
$21.44
Significant Holders of TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG (CLSE) as of Q2 2024
20 filings reported holding CLSE - TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG as of Q2 2024.
TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG (CLSE) has 20 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.01M shares
.
Largest 10 shareholders include MAINSTAY CAPITAL MANAGEMENT LLC /ADV (2.08M shares), Riverwater Partners LLC (652K shares), FLAGSHIP HARBOR ADVISORS, LLC (476K shares), LPL Financial LLC (298K shares), COTTONWOOD CAPITAL ADVISORS, LLC (268K shares), Creative Planning (164K shares), Good Life Advisors, LLC (115K shares), Mariner, LLC (99.3K shares), Belpointe Asset Management LLC (86.6K shares), and Sigma Planning Corp (86.6K shares).
This table shows the top 20 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.