Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / CONVERGENCE LNG
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Number of holders
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42
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Total 13F shares, excl. options
-
3.65M
-
Shares change
-
-2.52M
-
Total reported value, excl. options
-
$78.8M
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Value change
-
-$58M
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Number of buys
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23
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Number of sells
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-20
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Price
-
$21.61
Significant Holders of TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG (CLSE) as of Q1 2025
50 filings reported holding CLSE - TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG as of Q1 2025.
TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG (CLSE) has 42 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.65M shares
.
Largest 10 shareholders include LPL Financial LLC (619K shares), FLAGSHIP HARBOR ADVISORS, LLC (615K shares), Riverwater Partners LLC (520K shares), COTTONWOOD CAPITAL ADVISORS, LLC (336K shares), Good Life Advisors, LLC (199K shares), Accurate Wealth Management, LLC (174K shares), Creative Planning (126K shares), Janney Montgomery Scott LLC (117K shares), Archford Capital Strategies, LLC (113K shares), and Mariner, LLC (97.9K shares).
This table shows the top 42 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.