Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / CONVERGENCE LNG
-
Number of holders
-
40
-
Total 13F shares, excl. options
-
4.17M
-
Shares change
-
+482K
-
Total reported value, excl. options
-
$97.5M
-
Value change
-
+$11.7M
-
Number of buys
-
21
-
Number of sells
-
-24
-
Price
-
$23.37
Significant Holders of TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG (CLSE) as of Q2 2025
53 filings reported holding CLSE - TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG as of Q2 2025.
TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG (CLSE) has 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.17M shares
.
Largest 10 shareholders include FLAGSHIP HARBOR ADVISORS, LLC (629K shares), LPL Financial LLC (571K shares), Riverwater Partners LLC (519K shares), COTTONWOOD CAPITAL ADVISORS, LLC (336K shares), Good Life Advisors, LLC (220K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (193K shares), Accurate Wealth Management, LLC (180K shares), Belpointe Asset Management LLC (154K shares), Archford Capital Strategies, LLC (145K shares), and Creative Planning (121K shares).
This table shows the top 40 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.