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 | $291,765 | +104.8% | 13,433 | +101.7% | 0.00% | – |
| Q2 2023 | $142,469 | -93.4% | 6,659 | -93.6% | 0.00% | – |
| Q3 2022 | $2,154,000 | +500.0% | 104,757 | +498.6% | 0.00% | – |
| Q2 2022 | $359,000 | -51.6% | 17,500 | -51.6% | 0.00% | – |
| Q1 2022 | $742,000 | -53.0% | 36,169 | -53.1% | 0.00% | – |
| Q4 2021 | $1,580,000 | – | 77,097 | – | 0.00% | – |
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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% |