CUSD TRUST FOR PROFESSIONAL MANAG
FollowCROSS BRG ULTRST (fund)
13 managers (13 13F filers) reported a position in CUSD shares at 2024-12-31, 2,322,591 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 13
- 13F filers
- 13
- New
- 2
- Added
- 5
- Reduced
- 3
- Sold out
- 2
- Shares held by filers
- 2,322,591
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Morton Capital Management LLC/CA | 1,481,936 | $30.6M | 5.78% | -178,926 | 13F-HRTimeline |
| Prepared Retirement Institute LLC | 517,404 | $10.7M | 6.1% | +32,743 | 13F-HRTimeline |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 83,917 | $1.73M | <0.01% | +61,782 | 13F-HRTimelineGroup |
| Westmount Partners, LLC | 83,087 | $1.72M | 0.52% | +7,568 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 42,622 | $881K | <0.01% | +39,783 | 13F-HRTimelineGroup |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 32,196 | $665K | <0.01% | new | 13F-HRTimelineGroup |
| Ellsworth Advisors, LLC | 18,591 | $384K | 0.1% | -4,813 | 13F-HRTimeline |
| Compass Ion Advisors, LLC | 18,532 | $383K | 0.05% | -2,022 | 13F-HRTimeline |
| US BANCORP \DE\in group US BANCORP \DE\ | 13,111 | $271K | <0.01% | 0 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 1,300 | $26.9K | <0.01% | new | 13F-HR/ATimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 56 | $1.16K | <0.01% | +3 | 13F-HR/ATimelineGroup |
| Westbourne Investment Advisors, Inc. | 29,839 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |