Security key
89834G778
TRUST FOR PROFESSIONAL MANAG - CROSSINGBRDG PRE (CUSD)
CUSIP: 89834G778
Q1 2022 13F Holders as of 31 Mar 2022
- Type / Class
- Equity / CROSSINGBRDG PRE
- Total 13F shares
- 1,180,766
- Share change
- +101,618
- Total reported value
- $24,275,000
- Price per share
- $20.53
- Number of holders
- 7
- Value change
- +$2,093,492
- Number of buys
- 5
- Number of sells
- 3
Report period
Q1 2022
Institutions
7
Top holders
7
Broader feeds
Reporting periods
Holder history for CUSIP 89834G778
Recent filing periods:
Top shareholders of CUSD - TRUST FOR PROFESSIONAL MANAG - CROSSINGBRDG PRE (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of TRUST FOR PROFESSIONAL MANAG - CROSSINGBRDG PRE (CUSD) as of Q1 2022
As of 31 Mar 2022,
TRUST FOR PROFESSIONAL MANAG - CROSSINGBRDG PRE (CUSD) was held by
7 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,180,766 shares.
The largest 7 holders included
Ellsworth Advisors, LLC, Financial Advisory Service, Inc., Hollow Brook Wealth Management LLC, BANK OF AMERICA CORP /DE/, Lehman & Derafelo Financial Resources LLC, UBS Group AG, and Tower Research Capital LLC (TRC).
This page lists
7
institutional shareholders reporting positions in this security
for the Q1 2022 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2022 vs Q4 2021 Across Filers
Q4 2021 holders
5
Q1 2022 holders
7
Holder diff
2
| Investor | Q4 2021 Shares | Q1 2022 Shares | Share Diff | Share Chg % | Q4 2021 Value $ | Q1 2022 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.