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 | 20M | $601M | 4% | Sep 2024 |
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| Envestnet Asset Management | 6.7M | $205M | 12% | Sep 2024 |
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| Atria Wealth Solutions | 630k | $19M | 9% | Sep 2024 |
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| LPL Financial | 490k | $15M | 114% | Sep 2024 |
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| Principal Securities | 226k | $7.0M | 149% | Sep 2024 |
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| Mml Investors Services | 202k | $6.2M | 38% | Sep 2024 |
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| National Asset Management | 179k | $5.4M | 11% | Sep 2024 |
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| Advisor Group Holdings | 126k | $3.9M | 350% | Sep 2024 |
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| Pensionmark Financial Group | 33k | $1.0M | 6% | Sep 2024 |
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| Puplava Financial Services | 33k | $1.0M | 7% | Sep 2024 |
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| Proequities | 17k | $536M | 44% | Sep 2024 |
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| Principal Financial Group | 17k | $513k | 100% | Sep 2024 |
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| Jane Street | 14k | $437k | 100% | Sep 2024 |
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| Lion Street Advisors | 13k | $404k | 6% | Sep 2024 |
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| FTB Advisors | 10k | $307k | -6% | Sep 2024 |
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| HighTower Advisors | 7.1k | $203k | -10% | Jun 2024 |
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| Mariner Wealth Advisors | 6.5k | $201k | 100% | Sep 2024 |
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| Wells Fargo & Company | 3.4k | $103k | 100% | Sep 2024 |
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| Fortitude Family Office | 2.1k | $65k | 100% | Sep 2024 |
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| Caldwell Sutter Capital | 1.8k | $57k | 0% | Sep 2024 |
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| Morgan Stanley | 1.7k | $48k | 100% | Jun 2024 |
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| Pinnacle Bank | 894.00 | $28k | -3% | Sep 2024 |
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| IFP Advisors | 865.00 | $25k | 100% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 735.00 | $23k | 100% | Sep 2024 |
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Who sold out of Trust For Professional Man?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Old Mission Capital | Mar 2024 | 103k | $2.9M |
| Inspire Advisors | Jun 2024 | 22k | $627k |