Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / CROSSINGBRDG PRE
-
Total 13F shares
-
2,243,324
-
Share change
-
+149,855
-
Total reported value
-
$48,009,635
-
Price per share
-
$21.40
-
Number of holders
-
11
-
Value change
-
+$3,843,617
-
Number of buys
-
5
-
Number of sells
-
5
Institutional Holders of TRUST FOR PROFESSIONAL MANAG - CROSSINGBRDG PRE (SPC) as of Q1 2024
As of 31 Mar 2024,
TRUST FOR PROFESSIONAL MANAG - CROSSINGBRDG PRE (SPC) was held by
11 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,243,324 shares.
The largest 10 holders included
Morton Capital Management LLC/CA, Prepared Retirement Institute LLC, Westmount Partners, LLC, BANK OF AMERICA CORP /DE/, Ellsworth Advisors, LLC, NewEdge Advisors, LLC, Compass Ion Advisors, LLC, US BANCORP \DE\, EP Wealth Advisors, LLC, and Tower Research Capital LLC (TRC).
This page lists
11
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| 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.