TRUST FOR PROFESSIONAL MANAG - CROSSINGBRDG PRE (CUSD)

CUSIP: 89834G778

Q1 2025 13F Holders as of 31 Mar 2025

Type / Class
Equity / CROSSINGBRDG PRE
Total 13F shares
715,147
Share change
-1,600,041
Total reported value
$14,360,949
Price per share
$20.96
Number of holders
12
Value change
-$33,716,878
Number of buys
6
Number of sells
7

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 Q1 2025

As of 31 Mar 2025, 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 715,147 shares. The largest 10 holders included Prepared Retirement Institute LLC, Westmount Partners, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, UBS Group AG, GREAT VALLEY ADVISOR GROUP, INC., Westbourne Investment Advisors, Inc., BANK OF AMERICA CORP /DE/, Balance Wealth, LLC, Compass Ion Advisors, LLC, and Crossingbridge Advisors, LLC. This page lists 12 institutional shareholders reporting positions in this security for the Q1 2025 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.