Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / CROSSINGBRDG PRE
-
Total 13F shares
-
2,252,999
-
Share change
-
+9,675
-
Total reported value
-
$48,772,987
-
Price per share
-
$21.65
-
Number of holders
-
10
-
Value change
-
+$209,500
-
Number of buys
-
5
-
Number of sells
-
4
Institutional Holders of TRUST FOR PROFESSIONAL MANAG - CROSSINGBRDG PRE (CUSD) as of Q2 2024
As of 30 Jun 2024,
TRUST FOR PROFESSIONAL MANAG - CROSSINGBRDG PRE (CUSD) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,252,999 shares.
The largest 10 holders included
Morton Capital Management LLC/CA, Prepared Retirement Institute LLC, Westmount Partners, LLC, Ellsworth Advisors, LLC, NewEdge Advisors, LLC, Compass Ion Advisors, LLC, US BANCORP \DE\, EP Wealth Advisors, LLC, BANK OF AMERICA CORP /DE/, and OSAIC HOLDINGS, INC..
This page lists
10
institutional shareholders reporting positions in this security
for the Q2 2024 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.