Who owns TRUST FOR PROFESSIONAL MANAG?
- Ticker: SPC
- CUSIP Number: 89834g778
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Analyze quarterly positions in Trust For Professional Man with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Trust For Professional Man stock
Who bought or sold TRUST FOR PROFESSIONAL MANAG this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morton Capital Management | 1.7M | $36M | 4% | Sep 2024 |
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| Westbourne Investment Advisors | 30k | $999.606500 | 0% | Sep 2024 |
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| Goss Wealth Management | 25k | $549k | 1% | Jun 2024 |
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| Ellsworth Advisors | 23k | $504k | -20% | Sep 2024 |
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| Bank of America Corporation | 22k | $477k | 204% | Sep 2024 |
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| Compass Ion Advisors | 21k | $443k | 23% | Sep 2024 |
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| Us Bancorp | 13k | $282k | 0% | Sep 2024 |
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| Jpmorgan Chase & Co | 286.00 | $6.2k | 100% | Sep 2024 |
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| Advisor Group Holdings | 53.00 | $1.1k | 100% | Sep 2024 |
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Who sold out of Trust For Professional Man?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| EP Wealth Advisors | Jun 2024 | 11k | $240k |