TRUST FOR PROFESSIONAL MANAG - CROSSINGBRDG PRE (CUSD)

CUSIP: 89834G778

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

Quarterly Holders Quick Answers

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

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Institutional Holders of TRUST FOR PROFESSIONAL MANAG - CROSSINGBRDG PRE (CUSD) as of Q3 2023

As of 30 Sep 2023, 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 1,610,658 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.