TRUST FOR PROFESSIONAL MANAG
Institutional coverage
74 13F filers hold $CLSE.
13F holders
74
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
No exposure this quarterNo top-200 alpha managers currently hold $CLSE. The institutional holders table below shows the broader 13F picture.
Institutional holders
Top 10 of 74 · Source: 13F-HR01
O'Brien Wealth Partners LLC
0.95% of portfolio
1,525,580 sh
02
Dentgroup LLC
5.02% of portfolio
1,049,192 sh
03
Taconic Capital Advisors LP
0.01% of portfolio
706,548 sh
04
Sb Investment Advisers (uk) Ltd.
0.03% of portfolio
538,711 sh
05
RR Advisors, LLC
0.03% of portfolio
438,249 sh
06
Marquette Asset Management, LLC
—
422,524 sh
07
Spurstone Advisory Services, LLC
3.04% of portfolio
387,131 sh
08
Ironwood Financial, llc
0.02% of portfolio
383,513 sh
09
Private Harbour Investment Management & Counsel, LLC
0.01% of portfolio
311,090 sh
10
Ryan Investment Management, Inc.
0.01% of portfolio
279,950 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $CLSE in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $CLSE in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:22 UTC.