Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / CONVERGENCE LNG
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Number of holders
-
51
-
Total 13F shares, excl. options
-
4.49M
-
Shares change
-
+543K
-
Total reported value, excl. options
-
$117M
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Value change
-
+$14.9M
-
Number of buys
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35
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Number of sells
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-9
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Price
-
$26.04
Significant Holders of TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG (CLSE) as of Q3 2025
55 filings reported holding CLSE - TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG as of Q3 2025.
TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG (CLSE) has 51 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.49M shares
.
Largest 10 shareholders include FLAGSHIP HARBOR ADVISORS, LLC (675K shares), LPL Financial LLC (609K shares), Riverwater Partners LLC (518K shares), COTTONWOOD CAPITAL ADVISORS, LLC (339K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (235K shares), Tactive Advisors, LLC (232K shares), Sowell Financial Services LLC (211K shares), ENVESTNET ASSET MANAGEMENT INC (185K shares), LIBERTY SQUARE WEALTH PARTNERS LLC (161K shares), and Accurate Wealth Management, LLC (160K shares).
This table shows the top 51 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.