TRUST FOR PROFESSIONAL MANAG's ticker is and the CUSIP is 89834G778. A total of 12 filers reported holding TRUST FOR PROFESSIONAL MANAG in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ellsworth Advisors, LLC | 814,767 | $16,695,000 | 6.74% |
| Morton Capital Management LLC/CA | 156,186 | $3,200,252 | 1.39% |
| Rain Capital Management, LLC | 92,073 | $1,886,000 | 1.36% |
| Hollow Brook Wealth Management LLC | 58,794 | $1,205,000 | 0.66% |
| FAS Wealth Partners, Inc. | 267,427 | $5,480,000 | 0.58% |
| Cohanzick Management, LLC | 71,071 | $1,456,000 | 0.41% |
| Lehman & Derafelo Financial Resources LLC | 21,100 | $432,000 | 0.13% |
| MONEY CONCEPTS CAPITAL CORP | 561 | $11,000 | 0.00% |
| THRIVENT FINANCIAL FOR LUTHERANS | 16,664 | $341,000 | 0.00% |
| BANK OF AMERICA CORP /DE/ | 17,500 | $359,000 | 0.00% |