TRUST FOR PROFESSIONAL MANAG - CROSSINGBRDG PRE (CUSD)

CUSIP: 89834G778

Q3 2022 13F Holders as of 30 Sep 2022

Type / Class
Equity / CROSSINGBRDG PRE
Total 13F shares
1,580,983
Share change
+64,795
Total reported value
$32,503,666
Price per share
$20.56
Number of holders
12
Value change
+$1,340,830
Number of buys
8
Number of sells
4

Quarterly Holders Quick Answers

What is CUSIP 89834G778?
CUSIP 89834G778 identifies CUSD - TRUST FOR PROFESSIONAL MANAG - CROSSINGBRDG PRE in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

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 Q3 2022

As of 30 Sep 2022, TRUST FOR PROFESSIONAL MANAG - CROSSINGBRDG PRE (CUSD) was held by 12 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,580,983 shares. The largest 10 holders included Ellsworth Advisors, LLC, Morton Capital Management LLC/CA, FAS Wealth Partners, BANK OF AMERICA CORP /DE/, Rain Capital Management, LLC, Thrivent Financial for Lutherans, Compass Ion Advisors, LLC, Lehman & Derafelo Financial Resources LLC, MUFG Americas Holdings Corp, and UBS Group AG. This page lists 12 institutional shareholders reporting positions in this security for the Q3 2022 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2022 vs Q2 2022 Across Filers

Q2 2022 holders
11
Q3 2022 holders
12
Holder diff
1
Investor Q2 2022 Shares Q3 2022 Shares Share Diff Share Chg % Q2 2022 Value $ Q3 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.
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