TRUST FOR PROFESSIONAL MANAG - CROSSINGBRDG PRE (CUSD)

CUSIP: 89834G778

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / CROSSINGBRDG PRE
Total 13F shares
2,109,765
Share change
+32,751
Total reported value
$44,016,042
Price per share
$21.16
Number of holders
13
Value change
+$673,880
Number of buys
5
Number of sells
6

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 Q4 2023

As of 31 Dec 2023, TRUST FOR PROFESSIONAL MANAG - CROSSINGBRDG PRE (CUSD) was held by 13 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 2,109,765 shares. The largest 10 holders included Morton Capital Management LLC/CA, Prepared Retirement Institute LLC, Westmount Partners, LLC, Ellsworth Advisors, LLC, Westbourne Investment Advisors, Inc., Cohanzick Management, LLC, Compass Ion Advisors, LLC, US BANCORP \DE\, EP Wealth Advisors, LLC, and UBS Group AG. This page lists 13 institutional shareholders reporting positions in this security for the Q4 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders
12
Q4 2023 holders
13
Holder diff
1
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 Value $ Q4 2023 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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