Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
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Equity / PERFORMANCE TR S
-
Number of holders
-
4
-
Total 13F shares, excl. options
-
110,396
-
Shares change
-
+110,396
-
Total reported value, excl. options
-
$2,772,604
-
Value change
-
+$2,772,604
-
Number of buys
-
4
-
Price
-
$25.12
Significant Holders of TRUST FOR PROFESSIONAL MANAG - PERFORMANCE TR S (STBF) as of Q2 2024
4 filings reported holding STBF - TRUST FOR PROFESSIONAL MANAG - PERFORMANCE TR S as of Q2 2024.
TRUST FOR PROFESSIONAL MANAG - PERFORMANCE TR S (STBF) has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 110,396 shares
.
Largest 4 shareholders include Thrivent Financial for Lutherans (74,455 shares), Royal Bank of Canada (15,694 shares), Chicago Wealth Management, Inc. (10,245 shares), and CITADEL ADVISORS LLC (10,002 shares).
This table shows the top 4 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.