Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / CONVERGENCE LNG
-
Total 13F shares
-
4,505,816
-
Share change
-
+544,035
-
Total reported value
-
$117,188,886
-
Price per share
-
$26.04
-
Number of holders
-
52
-
Value change
-
+$14,940,168
-
Number of buys
-
36
-
Number of sells
-
9
Institutional Holders of TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG (CLSE) as of Q3 2025
As of 30 Sep 2025,
TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG (CLSE) was held by
52 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,505,816 shares.
The largest 10 holders included
FLAGSHIP HARBOR ADVISORS, LLC, LPL Financial LLC, Riverwater Partners LLC, COTTONWOOD CAPITAL ADVISORS, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Tactive Advisors, LLC, Sowell Financial Services LLC, ENVESTNET ASSET MANAGEMENT INC, LIBERTY SQUARE WEALTH PARTNERS LLC, and Accurate Wealth Management, LLC.
This page lists
52
institutional shareholders reporting positions in this security
for the Q3 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.