Trust for Professional ManagETF
13F holders, Q4 2024 (December 31)12holders
2new positions
2sold out
$20.39avg. 13F price*
At the end of Q4 2024, 12 institutions reported holding Trust for Professional Manag in their 13F filings, unchanged from Q3 2024. 2 opened new positions and 2 sold out. The largest holders were Morton Capital Management LLC ($30.6M), Prepared Retirement Institute LLC ($10.7M) and Bank of America Corp. ($1.7M).
- Company
- Trust for Professional Manag
- CUSIP
- 89834G778
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $692K |
| Exits | 2 | $531K |
All 13F filers, Q3 2024 → Q4 2024: 175,375 shares bought and 210,424 shares sold, net −35,049 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Morton Capital Management LLC | 5.78% | Reduce -10.8% | 1,481,936 | $30.6M |
| Prepared Retirement Institute LLC | 6.10% | Add +6.8% | 517,404 | $10.7M |
| Bank of America Corp. | 0.00% | Add +279.1% | 83,917 | $1.7M |
| Westmount Partners, LLC | 0.52% | Add +10.0% | 83,087 | $1.7M |
| UBS Group AG | 0.00% | Add +1401.3% | 42,622 | $881K |
| Susquehanna International Group, LLP | 0.00% | New | 32,196 | $665K |
| Ellsworth Advisors, LLC | 0.10% | Reduce -20.6% | 18,591 | $384K |
| Compass Ion Advisors, LLC | 0.05% | Reduce -9.8% | 18,532 | $383K |
| US Bancorp \de | 0.00% | No change | 13,111 | $271K |
| Morgan Stanley | 0.00% | New | 1,300 | $27K |
| Osaic Holdings, Inc. | 0.00% | Add +5.7% | 56 | $1K |
| Westbourne Investment Advisors, Inc. | 0.00% | No change | 29,839 | $0 |
"% of holder's portfolio" is TRUST FOR PROFESSIONAL MANAG's weight in each manager's 13F, not the share of Trust for Professional Manag the manager owns.