TRUST FOR PROFESSIONAL MANAG - CROSSINGBRDG PRE (SPC)

Q1 2025 13F Holders as of 31 Mar 2025

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

Institutional Holders of TRUST FOR PROFESSIONAL MANAG - CROSSINGBRDG PRE (SPC) as of Q1 2025

As of 31 Mar 2025 TRUST FOR PROFESSIONAL MANAG - CROSSINGBRDG PRE (SPC) had 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions held a total of 715,147 shares of stock of the company.
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 table shows 12 institutional shareholders of the security as of 31 Mar 2025.
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.