TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG (CLSE)

CUSIP: 89834G760

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / CONVERGENCE LNG
Total 13F shares
4,171,626
Share change
+481,742
Total reported value
$97,512,389
Price per share
$23.37
Number of holders
40
Value change
+$11,697,129
Number of buys
21
Number of sells
24

Quarterly Holders Quick Answers

What is CUSIP 89834G760?
CUSIP 89834G760 identifies CLSE - TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG in SEC institutional holdings data.

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Institutional Holders of TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG (CLSE) as of Q2 2025

As of 30 Jun 2025, TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG (CLSE) was held by 40 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 4,171,626 shares. The largest 10 holders included FLAGSHIP HARBOR ADVISORS, LLC, LPL Financial LLC, Riverwater Partners LLC, COTTONWOOD CAPITAL ADVISORS, LLC, Good Life Advisors, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Accurate Wealth Management, LLC, Belpointe Asset Management LLC, Archford Capital Strategies, LLC, and Creative Planning. This page lists 41 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.