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 Asset Management | 13M | $513M | 5% | Jun 2026 |
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| Envestnet Portfolio Solutions | 12M | $471M | 0% | Jun 2026 |
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| LPL Financial | 1.1M | $41M | 6% | Jun 2026 |
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| Principal Securities | 756k | $29M | 9% | Jun 2026 |
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| Mml Investors Services | 475k | $18M | 8% | Jun 2026 |
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| National Asset Management | 253k | $9.7M | 20% | Jun 2026 |
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| Cetera Investment Advisers | 248k | $9.6M | 49% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 231k | $9.1M | 1% | Jun 2026 |
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| Advisor Group Holdings | 215k | $8.3M | 0% | Jun 2026 |
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| Park Avenue Securities | 165k | $6.4M | 100% | Jun 2026 |
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| Resolute Wealth Advisor | 132k | $4.7M | 0% | Jun 2026 |
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| Spire Wealth Management | 94k | $3.7M | 15% | Jun 2026 |
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| Susquehanna International | 54k | $2.1M | 49% | Jun 2026 |
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| Farther Finance Advisors | 53k | $2.1M | -6% | Jun 2026 |
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| Wedbush Morgan Securities | 46k | $1.8M | 1% | Jun 2026 |
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| Pensionmark Financial Group | 45k | $1.6M | -1% | Jun 2026 |
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| Hrt Financial | 23k | $888k | 100% | Jun 2026 |
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| Cambridge Investment Research Advisors | 20k | $786k | -4% | Jun 2026 |
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| Mariner Wealth Advisors | 18k | $715k | -10% | Jun 2026 |
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| Founders Financial Alliance | 18k | $711k | 100% | Jun 2026 |
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| Commonwealth Equity Services | 18k | $710k | 3% | Jun 2026 |
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| Jane Street | 18k | $703k | 108% | Jun 2026 |
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| Puplava Financial Services | 18k | $699k | -1% | Jun 2026 |
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| Principal Financial Group | 18k | $690k | -5% | Jun 2026 |
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| Goss Wealth Management | 16k | $623k | 0% | Jun 2026 |
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| Sigma Planning | 12k | $471k | 0% | Jun 2026 |
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| Diversify Wealth Management | 11k | $402k | 59% | Jun 2026 |
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| Diversify Advisory Services | 11k | $402k | 100% | Jun 2026 |
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| Assetmark | 10k | $391k | 71% | Jun 2026 |
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| Financial Services Advisory | 8.5k | $329k | 44% | Jun 2026 |
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| Qrg Capital Management | 5.7k | $221k | -21% | Jun 2026 |
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| Hanson McClain Advisors | 3.6k | $139k | -26% | Jun 2026 |
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| Pinnacle Bank | 3.1k | $119k | 44% | Jun 2026 |
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| Morgan Stanley | 2.9k | $103k | 0% | Mar 2026 |
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| UBS Group | 2.2k | $86k | 171% | Jun 2026 |
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| Pioneer Family Office | 1.9k | $74k | 0% | Jun 2026 |
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| Harbor Investment Advisory | 1.6k | $63k | 100% | Jun 2026 |
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| Pnc Financial Services | 1.1k | $44k | -38% | Jun 2026 |
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| Golden State Wealth Management | 658.00 | $26k | 100% | Jun 2026 |
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| Signature Resources Capital Management | 464.00 | $18k | 0% | Jun 2026 |
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| Crews Bank & Trust | 310.00 | $12k | 100% | Jun 2026 |
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| IFP Advisors | 301.00 | $12k | 0% | Jun 2026 |
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| Action Point Financial Planning | 205.00 | $7.9k | 100% | Jun 2026 |
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| Signature Equity Partners | 28.00 | $1.1k | 0% | Jun 2026 |
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Who sold out of Trust For Professional Man?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Mar 2026 | 55k | $1.9M |
| Kestra Advisory Services | Mar 2026 | 14k | $495k |
| Capital Asset Managemnet | Mar 2026 | 6.4k | $226k |
| MAI Wealth Advisors | Mar 2026 | 1.2k | $41k |
| Wellington Grp | Mar 2026 | 821.00 | $29k |
| Golden State Equity Partners | Mar 2026 | 67.00 | $2.4k |