Who owns TRUST FOR PROFESSIONAL MANAG?
- Ticker: APCB
- CUSIP Number: 89834g752
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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 | 18M | $557M | 1% | Sep 2024 |
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Envestnet Asset Management | 5.6M | $170M | 5% | Sep 2024 |
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Atria Wealth Solutions | 647k | $20M | 12% | Sep 2024 |
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LPL Financial | 427k | $13M | 201% | Sep 2024 |
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Mml Investors Services | 185k | $5.6M | 63% | Sep 2024 |
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Principal Securities | 184k | $5.6M | 71% | Sep 2024 |
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National Asset Management | 104k | $3.2M | -14% | Sep 2024 |
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Advisor Group Holdings | 99k | $3.0M | 313% | Sep 2024 |
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Jane Street | 95k | $2.9M | -9% | Sep 2024 |
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Pensionmark Financial Group | 63k | $1.9M | 0% | Sep 2024 |
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Old Mission Capital | 55k | $1.6M | 100% | Jun 2024 |
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Puplava Financial Services | 29k | $881k | 1% | Sep 2024 |
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Proequities | 27k | $831M | 10% | Sep 2024 |
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Lion Street Advisors | 21k | $644k | -1% | Sep 2024 |
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Mercer Global Advisors | 7.2k | $212k | 100% | Jun 2024 |
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FTB Advisors | 6.9k | $208k | 8% | Sep 2024 |
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IFP Advisors | 4.2k | $124k | 100% | Jun 2024 |
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Caldwell Sutter Capital | 3.1k | $94k | 0% | Sep 2024 |
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Wells Fargo & Company | 2.7k | $82k | 100% | Sep 2024 |
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Fortitude Family Office | 1.9k | $58k | 100% | Sep 2024 |
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Pinnacle Bank | 848.00 | $26k | -5% | Sep 2024 |
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Morgan Stanley | 665.00 | $20k | 100% | Jun 2024 |
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Who sold out of Trust For Professional Man?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Inspire Advisors | Jun 2024 | 33k | $964k |
Citadel Advisors | Jun 2024 | 24k | $698k |
Flow Traders US | Jun 2024 | 21k | $617k |