CUSIP: 89834G778
Q3 2024 13F Holders as of 30 Sep 2024
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Type / Class
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Equity / CROSSINGBRDG PRE
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Total 13F shares
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2,357,640
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Share change
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+104,641
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Total reported value
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$50,139,048
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Price per share
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$21.54
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Number of holders
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12
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Value change
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+$1,610,895
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Number of buys
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9
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Number of sells
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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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Newer quarter:
Q4 2024
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Previous quarter:
Q2 2024
Recent filing periods for CUSIP 89834G778:
Institutional Holders of TRUST FOR PROFESSIONAL MANAG - CROSSINGBRDG PRE (CUSD) as of Q3 2024
As of 30 Sep 2024,
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
2,357,640 shares.
The largest 10 holders included
Morton Capital Management LLC/CA, Prepared Retirement Institute LLC, Westmount Partners, LLC, Westbourne Investment Advisors, Inc., NewEdge Advisors, LLC, Ellsworth Advisors, LLC, BANK OF AMERICA CORP /DE/, Compass Ion Advisors, LLC, US BANCORP \DE\, and UBS Group AG.
This page lists
12
institutional shareholders reporting positions in this security
for the Q3 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.