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 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,635,413 | +11.1% | 1,410,470 | +9.4% | 10.85% | +15.2% |
| Q2 2023 | $27,581,673 | +15.5% | 1,289,164 | +13.5% | 9.42% | +11.5% |
| Q1 2023 | $23,889,142 | +41.6% | 1,135,415 | +39.2% | 8.45% | +28.4% |
| Q4 2022 | $16,865,289 | +74.3% | 815,536 | +73.3% | 6.58% | +49.5% |
| Q3 2022 | $9,673,666 | +202.3% | 470,509 | +201.2% | 4.40% | +215.9% |
| Q2 2022 | $3,200,252 | – | 156,186 | – | 1.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ellsworth Advisors, LLC | 591,946 | $12,170,000 | 5.21% |
| Morton Capital Management LLC/CA | 470,509 | $9,673,666 | 4.40% |
| Rain Capital Management, LLC | 92,073 | $1,893,000 | 1.48% |
| FAS Wealth Partners, Inc. | 267,712 | $5,504,000 | 0.61% |
| Lehman & Derafelo Financial Resources LLC | 11,100 | $228,000 | 0.07% |
| Compass Ion Advisors, LLC | 12,475 | $256,000 | 0.07% |
| MUFG Americas Holdings Corp | 9,751 | $200,000 | 0.01% |
| MONEY CONCEPTS CAPITAL CORP | 646 | $13,000 | 0.00% |
| THRIVENT FINANCIAL FOR LUTHERANS | 19,291 | $397,000 | 0.00% |
| BANK OF AMERICA CORP /DE/ | 104,757 | $2,154,000 | 0.00% |