TRUST FOR PROFESSIONAL MANAG's ticker is and the CUSIP is 89834G778. A total of 10 filers reported holding TRUST FOR PROFESSIONAL MANAG in Q1 2023. 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% | – |
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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% |