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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Top investors of Trust For Professional Man stock
Who bought or sold TRUST FOR PROFESSIONAL MANAG this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions | 16M | $482M | 5% | Sep 2025 |
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| Envestnet Asset Management | 11M | $336M | 6% | Sep 2025 |
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| LPL Financial | 1.4M | $41M | -7% | Sep 2025 |
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| Principal Securities | 599k | $18M | 25% | Sep 2025 |
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| Mml Investors Services | 346k | $10M | 10% | Sep 2025 |
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| Advisor Group Holdings | 193k | $5.7M | 3% | Sep 2025 |
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| Spire Wealth Management | 182k | $5.4M | -18% | Sep 2025 |
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| Cetera Investment Advisers | 161k | $4.8M | 12% | Sep 2025 |
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| National Asset Management | 148k | $4.4M | 12% | Sep 2025 |
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| Commonwealth Equity Services | 134k | $4.0M | -6% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 84k | $2.7M | 38% | Sep 2025 |
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| Citadel Advisors | 81k | $2.4M | 22% | Sep 2025 |
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| Wedbush Morgan Securities | 64k | $1.9M | 4% | Sep 2025 |
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| Park Avenue Securities | 64k | $1.9M | 33% | Sep 2025 |
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| Pensionmark Financial Group | 58k | $1.7M | 5% | Sep 2025 |
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| Mariner Wealth Advisors | 52k | $1.6M | -37% | Sep 2025 |
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| Flow Traders US | 50k | $1.5M | 100% | Sep 2025 |
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| Jane Street | 48k | $1.4M | 100% | Sep 2025 |
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| Puplava Financial Services | 19k | $565k | 3% | Sep 2025 |
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| Cambridge Investment Research Advisors | 18k | $543k | 7% | Sep 2025 |
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| Atria Wealth Solutions | 18k | $538k | -97% | Jun 2025 |
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| Courier Capital Corp | 10k | $310k | -6% | Sep 2025 |
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| Pathstone Holdings | 8.7k | $260k | 0% | Sep 2025 |
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| Royal Bank of Canada | 8.5k | $254k | 100% | Sep 2025 |
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| FTB Advisors | 5.4k | $161k | -21% | Jun 2025 |
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| Global Retirement Partners | 4.5k | $134k | 100% | Sep 2025 |
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| IFP Advisors | 4.1k | $122k | -8% | Sep 2025 |
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| Hanson McClain Advisors | 3.1k | $92k | -11% | Sep 2025 |
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| Pinnacle Bank | 2.5k | $74k | 4% | Sep 2025 |
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| Morgan Stanley | 2.2k | $67k | 100% | Jun 2025 |
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| FMR | 909.00 | $27k | 100% | Sep 2025 |
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| Capital Investment Advisory Services | 476.00 | $14k | 0% | Sep 2025 |
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| Pnc Financial Services | 84.00 | $2.5k | 0% | Sep 2025 |
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Who sold out of Trust For Professional Man?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Lion Street Advisors | Jun 2025 | 67k | $2.0M |
| Merit Financial Group | Jun 2025 | 23k | $687k |
| Kestra Investment Management | Jun 2025 | 20k | $575k |
| D.A. Davidson & Co. | Jun 2025 | 12k | $353k |
| UBS Group | Jun 2025 | 2.9k | $87k |
| Geneos Wealth Management | Jun 2025 | 2.3k | $68k |
| AE Wealth Management | Jun 2025 | 2.0k | $58k |
| Financial Gravity Wealth | Mar 2025 | 1.0k | $30k |
| Raymond James Financial | Jun 2025 | 406.00 | $12k |