Who owns TRUST FOR PROFESSIONAL MANAG?

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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 15M $451M -6% Mar 2026
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Envestnet Asset Management 14M $400M 10% Mar 2026
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LPL Financial 1.2M $36M -9% Mar 2026
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Principal Securities 660k $19M 2% Mar 2026
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Mml Investors Services 419k $12M 6% Mar 2026
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Cetera Investment Advisers 210k $6.2M 10% Mar 2026
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Advisor Group Holdings 194k $5.7M 1% Dec 2025
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Spire Wealth Management 174k $5.1M -10% Mar 2026
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Wiley Bros.-aintree Capital 165k $4.9M 96% Dec 2025
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National Asset Management 154k $4.5M -5% Mar 2026
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Resolute Wealth Advisor 152k $4.5M 100% Mar 2026
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Pensionmark Financial Group 85k $2.5M 0% Mar 2026
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Park Avenue Securities 81k $2.4M 9% Mar 2026
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Wedbush Morgan Securities 76k $2.2M 19% Mar 2026
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Farther Finance Advisors 73k $2.1M 100% Mar 2026
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Citadel Advisors 47k $1.4M 124% Mar 2026
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Jane Street 44k $1.3M 100% Mar 2026
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Mariner Wealth Advisors 23k $676k -38% Mar 2026
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Puplava Financial Services 22k $637k 14% Dec 2025
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Cambridge Investment Research Advisors 18k $527k 2% Mar 2026
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Capital Asset Managemnet 15k $432k 0% Mar 2026
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Commonwealth Equity Services 10k $300k -21% Mar 2026
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Flow Traders US 9.5k $281k -77% Mar 2026
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Goss Wealth Management 9.3k $274k 0% Mar 2026
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Pathstone Holdings 8.7k $257k 0% Mar 2026
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Assetmark 8.4k $248k 100% Mar 2026
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Diversify Wealth Management 6.9k $205k 100% Mar 2026
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Pioneer Family Office 3.9k $116k 0% Mar 2026
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Hanson McClain Advisors 3.1k $91k 0% Dec 2025
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Pinnacle Bank 2.5k $73k 0% Mar 2026
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IFP Advisors 1.4k $40k 0% Mar 2026
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MAI Wealth Advisors 1.3k $38k 100% Mar 2026
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Wellington Grp 1.3k $38k 78% Mar 2026
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Pnc Financial Services 675.00 $20k 1367% Mar 2026
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Morgan Stanley 666.00 $19k 0% Mar 2026
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Signature Resources Capital Management 224.00 $6.6k -64% Mar 2026
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Signature Equity Partners 59.00 $1.7k 100% Mar 2026
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UBS Group 54.00 $1.6k 100% Mar 2026
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Who sold out of Trust For Professional Man?

Fund or Company Name Date Sold Shares Held Valued At
Hrt Financial Dec 2025 15k $439k
Courier Capital Corp Dec 2025 9.5k $283k
Royal Bank of Canada Sep 2025 8.5k $254k
Kestra Advisory Services Dec 2025 5.4k $159k
Global Retirement Partners Sep 2025 4.5k $134k
FMR Sep 2025 909.00 $27k
Smartleaf Asset Management Dec 2025 450.00 $13k