Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / CONVERGENCE LNG
-
Number of holders
-
44
-
Total 13F shares, excl. options
-
6.21M
-
Shares change
-
+1.35M
-
Total reported value, excl. options
-
$142M
-
Value change
-
+$31.1M
-
Number of buys
-
30
-
Number of sells
-
-8
-
Price
-
$22.91
Significant Holders of TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG (CLSE) as of Q4 2024
47 filings reported holding CLSE - TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG as of Q4 2024.
TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG (CLSE) has 44 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.21M shares
.
Largest 10 shareholders include MAINSTAY CAPITAL MANAGEMENT LLC /ADV (2.54M shares), LPL Financial LLC (720K shares), Riverwater Partners LLC (566K shares), FLAGSHIP HARBOR ADVISORS, LLC (533K shares), COTTONWOOD CAPITAL ADVISORS, LLC (330K shares), Janney Montgomery Scott LLC (198K shares), Good Life Advisors, LLC (160K shares), Creative Planning (146K shares), Mariner, LLC (98.4K shares), and Integrated Wealth Concepts LLC (84.5K shares).
This table shows the top 44 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.