MONEY CONCEPTS CAPITAL CORP - TRUST FOR PROFESSIONAL MANAG ownership

TRUST FOR PROFESSIONAL MANAG's ticker is and the CUSIP is 89834G778. A total of 10 filers reported holding TRUST FOR PROFESSIONAL MANAG in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
MONEY CONCEPTS CAPITAL CORP ownership history of TRUST FOR PROFESSIONAL MANAG
ValueSharesWeighting
Q4 2022$13,360
+2.8%
6460.0%0.00%0.0%
Q3 2022$13,000
+18.2%
646
+15.2%
0.00%0.0%
Q2 2022$11,0005610.00%
Other shareholders
TRUST FOR PROFESSIONAL MANAG shareholders Q2 2024
NameSharesValueWeighting ↓
Morton Capital Management LLC/CA 1,590,812$34,441,7208.18%
Ellsworth Advisors, LLC 29,078$629,5590.18%
Compass Ion Advisors, LLC 16,738$358,1940.05%
NewEdge Advisors, LLC 25,361$549,0700.00%
EP Wealth Advisors, LLC 11,100$240,3190.00%
US BANCORP \DE\ 13,111$283,8580.00%
BANK OF AMERICA CORP /DE/ 7,292$157,8720.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
Westbourne Investment Advisors, Inc. 29,839$00.00%
OSAIC HOLDINGS, INC. 52$1,1340.00%
View complete list of TRUST FOR PROFESSIONAL MANAG shareholders