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 |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions | 16M | $482M | 5% | Sep 2025 |
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| Envestnet Asset Management | 12M | $365M | 9% | Dec 2025 |
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| LPL Financial | 1.3M | $40M | -3% | Dec 2025 |
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| Principal Securities | 599k | $18M | 25% | Sep 2025 |
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| Mml Investors Services | 395k | $12M | 14% | Dec 2025 |
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| Spire Wealth Management | 194k | $5.7M | 7% | Dec 2025 |
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| Advisor Group Holdings | 194k | $5.7M | 1% | Dec 2025 |
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| Cetera Investment Advisers | 190k | $5.6M | 18% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 165k | $4.9M | 96% | Dec 2025 |
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| National Asset Management | 148k | $4.4M | 12% | Sep 2025 |
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| Pensionmark Financial Group | 85k | $1.7M | 46% | Dec 2025 |
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| Citadel Advisors | 81k | $2.4M | 22% | Sep 2025 |
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| Park Avenue Securities | 75k | $2.2M | 17% | Dec 2025 |
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| Wedbush Morgan Securities | 64k | $1.9M | 0% | Dec 2025 |
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| Flow Traders US | 41k | $1.2M | -18% | Dec 2025 |
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| Mariner Wealth Advisors | 37k | $1.1M | -30% | Dec 2025 |
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| Puplava Financial Services | 19k | $565k | 3% | Sep 2025 |
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| Cambridge Investment Research Advisors | 18k | $522k | -3% | Dec 2025 |
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| Hrt Financial | 15k | $439k | 100% | Dec 2025 |
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| Commonwealth Equity Services | 13k | $381k | -90% | Dec 2025 |
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| Courier Capital Corp | 9.5k | $283k | -8% | Dec 2025 |
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| Goss Wealth Management | 9.3k | $275k | 100% | Dec 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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| Kestra Advisory Services | 5.4k | $159k | 100% | Dec 2025 |
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| Hanson McClain Advisors | 3.1k | $91k | 0% | Dec 2025 |
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| Pinnacle Bank | 2.5k | $74k | 0% | Dec 2025 |
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| IFP Advisors | 1.4k | $40k | -67% | Dec 2025 |
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| FMR | 909.00 | $27k | 100% | Sep 2025 |
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| Signature Resources Capital Management | 622.00 | $18k | 100% | Dec 2025 |
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| Pnc Financial Services | 46.00 | $1.4k | -45% | Dec 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 |
| Jane Street | Sep 2025 | 48k | $1.4M |
| Global Retirement Partners | Sep 2025 | 4.5k | $134k |
| Capital Investment Advisory Services | Sep 2025 | 476.00 | $14k |
| Raymond James Financial | Jun 2025 | 406.00 | $12k |