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 | 1.5M | $33M | 6% | Mar 2024 |
|
| Ellsworth Advisors | 36k | $767k | -26% | Mar 2024 |
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| Westbourne Investment Advisors | 30k | $999.606500 | 0% | Dec 2023 |
|
| Compass Ion Advisors | 17k | $358k | 8% | Mar 2024 |
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| Us Bancorp | 13k | $278k | 0% | Dec 2023 |
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| EP Wealth Advisors | 11k | $235k | 0% | Dec 2023 |
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| UBS Group | 6.8k | $144k | 28217% | Dec 2023 |
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| Bank of America Corporation | 4.4k | $93k | -67% | Dec 2023 |
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| Signature | 205.00 | $4.3k | 4% | Dec 2023 |
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Who sold out of Trust For Professional Man?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Financial Advisory Service | Sep 2023 | 11k | $237k |