Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / CONVERGENCE LNG
-
Total 13F shares
-
1,774,135
-
Share change
-
+507,954
-
Total reported value
-
$36,223,407
-
Price per share
-
$20.44
-
Number of holders
-
14
-
Value change
-
+$10,342,659
-
Number of buys
-
10
-
Number of sells
-
2
Institutional Holders of TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG (CLSE) as of Q1 2024
As of 31 Mar 2024,
TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG (CLSE) was held by
14 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,774,135 shares.
The largest 10 holders included
Riverwater Partners LLC, FLAGSHIP HARBOR ADVISORS, LLC, COTTONWOOD CAPITAL ADVISORS, LLC, Creative Planning, LPL Financial LLC, Mariner, LLC, Belpointe Asset Management LLC, Sigma Planning Corp, Tactive Advisors, LLC, and Good Life Advisors, LLC.
This page lists
14
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.