Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / CROSSINGBRDG PRE
-
Total 13F shares
-
718,575
-
Share change
-
+3,428
-
Total reported value
-
$14,760,099
-
Price per share
-
$21.43
-
Number of holders
-
15
-
Value change
-
+$73,640
-
Number of buys
-
7
-
Number of sells
-
5
Institutional Holders of TRUST FOR PROFESSIONAL MANAG - CROSSINGBRDG PRE (SPC) as of Q2 2025
As of 30 Jun 2025,
TRUST FOR PROFESSIONAL MANAG - CROSSINGBRDG PRE (SPC) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
718,575 shares.
The largest 10 holders included
Prepared Retirement Institute LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Westmount Partners, LLC, Balance Wealth, LLC, GREAT VALLEY ADVISOR GROUP, INC., Crossingbridge Advisors, LLC, UBS Group AG, Westbourne Investment Advisors, Inc., BANK OF AMERICA CORP /DE/, and Compass Ion Advisors, LLC.
This page lists
15
institutional shareholders reporting positions in this security
for the Q2 2025 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.