Who owns TRUST FOR PROFESSIONAL MANAG?
- Ticker: APUE
- CUSIP Number: 89834g729
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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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Who bought or sold TRUST FOR PROFESSIONAL MANAG this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Envestnet Portfolio Solutions | 12M | $347M | 100% | Dec 2023 |
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Atria Wealth Solutions | 1.1M | $33M | -22% | Dec 2023 |
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HighTower Advisors | 227k | $6.6M | 14% | Dec 2023 |
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National Asset Management | 184k | $5.4M | 341% | Dec 2023 |
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Lincoln National | 100k | $3.2M | 502% | Mar 2024 |
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Advisor Group Holdings | 43k | $1.3M | 1562% | Dec 2023 |
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Puplava Financial Services | 40k | $1.3M | 181% | Mar 2024 |
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Principal Securities | 18k | $519k | 100% | Dec 2023 |
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Commonwealth Equity Services | 11k | $364k | 100% | Mar 2024 |
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Cambridge Investment Research Advisors | 8.4k | $270k | 0% | Mar 2024 |
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Proequities | 7.9k | $256M | 16% | Mar 2024 |
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Sigma Planning | 6.5k | $209k | 100% | Mar 2024 |
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FTB Advisors | 3.3k | $106k | 0% | Mar 2024 |
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UBS Group | 17.00 | $494.999200 | -100% | Dec 2023 |
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