TRUST FOR PROFESSIONAL MANAG's ticker is and the CUSIP is 89834G778. A total of 13 filers reported holding TRUST FOR PROFESSIONAL MANAG in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $236,788 | -4.1% | 10,902 | -5.6% | 0.02% | -19.4% |
| Q2 2023 | $246,964 | -19.5% | 11,543 | -20.8% | 0.03% | -6.1% |
| Q1 2023 | $306,761 | -71.6% | 14,580 | -72.1% | 0.03% | -73.0% |
| Q4 2022 | $1,078,938 | -80.4% | 52,173 | -80.5% | 0.12% | -80.0% |
| Q3 2022 | $5,504,000 | +0.4% | 267,712 | +0.1% | 0.61% | +5.9% |
| Q2 2022 | $5,480,000 | +74.1% | 267,427 | +74.4% | 0.58% | +94.9% |
| Q1 2022 | $3,147,000 | +31.5% | 153,367 | +31.3% | 0.30% | +34.5% |
| Q4 2021 | $2,394,000 | – | 116,772 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morton Capital Management LLC/CA | 1,135,415 | $23,889,142 | 8.45% |
| Ellsworth Advisors, LLC | 412,538 | $8,679,800 | 3.06% |
| Cohanzick Management, LLC | 21,384 | $443,932 | 0.35% |
| Rain Capital Management, LLC | 23,543 | $495,348 | 0.34% |
| Compass Ion Advisors, LLC | 15,070 | $317,073 | 0.08% |
| FAS Wealth Partners, Inc. | 14,580 | $306,761 | 0.03% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| Tower Research Capital LLC (TRC) | 338 | $7 | 0.00% |
| ROYAL BANK OF CANADA | 5,090 | $107,000 | 0.00% |
| US BANCORP \DE\ | 13,111 | $275,855 | 0.00% |