TRUST FOR PROFESSIONAL MANAG's ticker is and the CUSIP is 89834G778. A total of 6 filers reported holding TRUST FOR PROFESSIONAL MANAG in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,159,664 | -39.9% | 53,220 | -41.0% | 0.41% | -38.2% |
| Q2 2023 | $1,929,358 | -77.8% | 90,178 | -78.1% | 0.66% | -78.2% |
| Q1 2023 | $8,679,800 | -9.9% | 412,538 | -11.0% | 3.06% | -15.3% |
| Q4 2022 | $9,637,451 | -20.8% | 463,339 | -21.7% | 3.61% | -30.7% |
| Q3 2022 | $12,170,000 | -27.1% | 591,946 | -27.3% | 5.21% | -22.7% |
| Q2 2022 | $16,695,000 | -10.3% | 814,767 | -10.0% | 6.74% | +2.7% |
| Q1 2022 | $18,618,000 | +20.1% | 905,099 | +19.7% | 6.57% | +14.5% |
| Q4 2021 | $15,498,000 | – | 756,021 | – | 5.73% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morton Capital Management LLC/CA | 1,410,470 | $30,635,413 | 10.85% |
| Ellsworth Advisors, LLC | 53,220 | $1,159,664 | 0.41% |
| Compass Ion Advisors, LLC | 15,658 | $340,092 | 0.06% |
| FAS Wealth Partners, Inc. | 10,902 | $236,788 | 0.02% |
| EP Wealth Advisors, LLC | 11,100 | $241,092 | 0.00% |
| BANK OF AMERICA CORP /DE/ | 13,433 | $291,765 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| Westbourne Investment Advisors, Inc. | 29,839 | $1 | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,974 | $260,075 | 0.00% |
| Tower Research Capital LLC (TRC) | 45 | $977 | 0.00% |