Who owns TRUST FOR PROFESSIONAL MANAG?
- Ticker: APIE
- CUSIP Number: 89834g737
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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 | 13M | $472M | -12% | Sep 2025 |
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| Envestnet Asset Management | 11M | $371M | -7% | Sep 2025 |
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| LPL Financial | 1.2M | $44M | -6% | Sep 2025 |
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| Principal Securities | 609k | $22M | 11% | Sep 2025 |
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| Mml Investors Services | 353k | $13M | -3% | Sep 2025 |
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| Advisor Group Holdings | 253k | $9.0M | -2% | Sep 2025 |
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| National Asset Management | 199k | $7.0M | -2% | Sep 2025 |
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| Susquehanna International | 151k | $5.4M | 1% | Sep 2025 |
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| Commonwealth Equity Services | 131k | $4.7M | -15% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 123k | $4.4M | 5% | Sep 2025 |
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| Cetera Investment Advisers | 119k | $4.2M | -4% | Sep 2025 |
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| Spire Wealth Management | 82k | $2.9M | 5% | Sep 2025 |
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| Park Avenue Securities | 81k | $2.9M | 21% | Sep 2025 |
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| Atria Wealth Solutions | 46k | $1.5M | -92% | Jun 2025 |
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| Mariner Wealth Advisors | 45k | $1.6M | -38% | Sep 2025 |
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| Wedbush Morgan Securities | 40k | $1.4M | -12% | Sep 2025 |
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| Pensionmark Financial Group | 27k | $959k | -13% | Sep 2025 |
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| Principal Financial Group | 20k | $705k | 11% | Sep 2025 |
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| Puplava Financial Services | 18k | $642k | -10% | Sep 2025 |
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| Cambridge Investment Research Advisors | 18k | $642k | -5% | Sep 2025 |
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| Jane Street | 14k | $496k | 46% | Sep 2025 |
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| Citadel Advisors | 13k | $464k | 76% | Sep 2025 |
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| Modern Wealth Management | 13k | $458k | 100% | Sep 2025 |
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| Sigma Planning | 9.4k | $333k | 13% | Sep 2025 |
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| Hanson McClain Advisors | 7.3k | $260k | -24% | Sep 2025 |
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| FTB Advisors | 6.1k | $202k | -22% | Jun 2025 |
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| Kestra Advisory Services | 6.0k | $214k | -2% | Sep 2025 |
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| Merit Financial Group | 6.0k | $214k | -85% | Sep 2025 |
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| Courier Capital Corp | 5.8k | $206k | -9% | Sep 2025 |
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| Hrt Financial | 5.8k | $204k | 100% | Sep 2025 |
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| Royal Bank of Canada | 5.6k | $198k | 100% | Sep 2025 |
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| Global Retirement Partners | 4.0k | $144k | 100% | Sep 2025 |
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| Morgan Stanley | 2.9k | $97k | 100% | Jun 2025 |
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| Pinnacle Bank | 2.1k | $76k | -10% | Sep 2025 |
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| FMR | 2.1k | $73k | 100% | Sep 2025 |
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| Capital Investment Advisory Services | 1.4k | $48k | 0% | Sep 2025 |
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| IFP Advisors | 682.00 | $24k | -15% | Sep 2025 |
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| Assetmark | 225.00 | $8.0k | 0% | Sep 2025 |
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| UBS Group | 201.00 | $7.1k | -50% | Sep 2025 |
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| Pnc Financial Services | 76.00 | $2.7k | -8% | Sep 2025 |
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| ORG Partners | 61.00 | $2.2k | 17% | 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 | 31k | $1.0M |
| Kestra Investment Management | Jun 2025 | 15k | $444k |
| AE Wealth Management | Jun 2025 | 2.2k | $75k |
| Geneos Wealth Management | Jun 2025 | 1.8k | $59k |
| Financial Gravity Wealth | Mar 2025 | 1.2k | $36k |
| Raymond James Financial | Jun 2025 | 1.1k | $36k |
| Fortitude Family Office | Jun 2025 | 185.00 | $6.2k |