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 207k $6.1M 7% Mar 2026
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Wiley Bros.-aintree Capital 203k $6.0M 23% Mar 2026
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National Asset Management 199k $5.9M 29% Jun 2026
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Spire Wealth Management 174k $5.1M -10% 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 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 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 1% Mar 2026
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Capital Asset Managemnet 19k $572k 32% Jun 2026
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Susquehanna International 17k $501k 100% Mar 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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Commonwealth Equity Services 10k $302k 1% Jun 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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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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Hanson McClain Advisors 3.1k $91k 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 115.00 $3.4k 95% Jun 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
Assetmark Mar 2026 8.4k $248k
Smartleaf Asset Management Dec 2025 450.00 $13k