Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / CROSSINGBRDG PRE
-
Total 13F shares
-
1,610,658
-
Share change
-
+104,608
-
Total reported value
-
$34,987,211
-
Price per share
-
$21.72
-
Number of holders
-
12
-
Value change
-
+$2,269,499
-
Number of buys
-
6
-
Number of sells
-
3
Institutional Holders of TRUST FOR PROFESSIONAL MANAG - CROSSINGBRDG PRE (SPC) as of Q3 2023
As of 30 Sep 2023,
TRUST FOR PROFESSIONAL MANAG - CROSSINGBRDG PRE (SPC) was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,610,658 shares.
The largest 10 holders included
Morton Capital Management LLC/CA, Westmount Partners, LLC, Ellsworth Advisors, LLC, Compass Ion Advisors, LLC, BANK OF AMERICA CORP /DE/, US BANCORP \DE\, SUSQUEHANNA INTERNATIONAL GROUP, LLP, EP Wealth Advisors, LLC, FAS Wealth Partners, Inc., and SIGNATUREFD, LLC.
This page lists
12
institutional shareholders reporting positions in this security
for the Q3 2023 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.