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 16M $455M 1% Jun 2026
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Envestnet Asset Management 14M $421M 5% Jun 2026
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LPL Financial 1.2M $36M 2% Jun 2026
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Principal Securities 725k $21M 10% Jun 2026
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Mml Investors Services 488k $14M 16% Jun 2026
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Cetera Investment Advisers 316k $9.3M 51% Jun 2026
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Wiley Bros.-aintree Capital 214k $6.3M 5% Jun 2026
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Advisor Group Holdings 212k $6.3M 3% Jun 2026
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Spire Wealth Management 204k $6.0M 17% Jun 2026
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National Asset Management 199k $5.9M 29% Jun 2026
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Resolute Wealth Advisor 152k $4.5M 0% Jun 2026
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Park Avenue Securities 95k $2.8M 17% Jun 2026
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Pensionmark Financial Group 86k $2.5M 0% Jun 2026
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Wedbush Morgan Securities 77k $2.3M 1% Jun 2026
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Farther Finance Advisors 69k $2.0M -5% Jun 2026
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Citadel Advisors 64k $1.9M 36% Jun 2026
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Susquehanna International 47k $1.4M 178% Jun 2026
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Jane Street 23k $666k -48% Jun 2026
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Puplava Financial Services 22k $647k 2% Jun 2026
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Mariner Wealth Advisors 21k $624k -8% Jun 2026
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Capital Asset Managemnet 19k $572k 32% Jun 2026
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Cambridge Investment Research Advisors 16k $476k -10% Jun 2026
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Diversify Wealth Management 13k $381k 89% Jun 2026
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Diversify Advisory Services 13k $381k 100% Jun 2026
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Commonwealth Equity Services 10k $302k 1% Jun 2026
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Pathstone Holdings 10k $298k 16% Jun 2026
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Financial Services Advisory 10k $293k 100% Jun 2026
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Goss Wealth Management 9.3k $273k 0% Jun 2026
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Founders Financial Alliance 8.6k $254k 100% Jun 2026
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Pioneer Family Office 3.9k $116k 0% Jun 2026
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Pinnacle Bank 3.9k $115k 57% Jun 2026
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Harbor Investment Advisory 3.2k $93k 100% Jun 2026
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Pnc Financial Services 3.1k $92k 364% Jun 2026
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IFP Advisors 1.5k $43k 8% Jun 2026
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Golden State Wealth Management 818.00 $24k 100% Jun 2026
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Morgan Stanley 666.00 $19k 0% Mar 2026
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Action Point Financial Planning 238.00 $7.0k 100% Jun 2026
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Signature Resources Capital Management 224.00 $6.6k 0% Jun 2026
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Signature Equity Partners 115.00 $3.4k 95% Jun 2026
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Who sold out of Trust For Professional Man?

Fund or Company Name Date Sold Shares Held Valued At
Flow Traders US Mar 2026 9.5k $281k
Assetmark Mar 2026 8.4k $248k
Hanson McClain Advisors Mar 2026 3.1k $91k
MAI Wealth Advisors Mar 2026 1.3k $38k
Wellington Grp Mar 2026 1.3k $38k