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 | $443M | 8% | Mar 2026 |
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| Envestnet Portfolio Solutions | 12M | $428M | -9% | Mar 2026 |
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| LPL Financial | 1.0M | $35M | -10% | Mar 2026 |
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| Principal Securities | 695k | $25M | 4% | Mar 2026 |
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| Mml Investors Services | 440k | $16M | 5% | Mar 2026 |
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| National Asset Management | 253k | $9.7M | 20% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 229k | $8.1M | 6% | Mar 2026 |
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| Advisor Group Holdings | 215k | $7.6M | -15% | Mar 2026 |
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| Cetera Investment Advisers | 166k | $5.9M | 11% | Mar 2026 |
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| Resolute Wealth Advisor | 132k | $4.7M | 100% | Mar 2026 |
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| Spire Wealth Management | 82k | $2.9M | -8% | Mar 2026 |
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| Citadel Advisors | 55k | $1.9M | 119% | Mar 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% | Mar 2026 |
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| Susquehanna International | 36k | $1.3M | -69% | Mar 2026 |
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| Mariner Wealth Advisors | 20k | $721k | -42% | Mar 2026 |
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| Cambridge Investment Research Advisors | 20k | $786k | -4% | Jun 2026 |
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| Principal Financial Group | 19k | $659k | 2% | Mar 2026 |
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| Commonwealth Equity Services | 18k | $710k | 3% | Jun 2026 |
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| Puplava Financial Services | 18k | $644k | -3% | Mar 2026 |
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| Goss Wealth Management | 16k | $566k | 0% | Mar 2026 |
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| Sigma Planning | 12k | $429k | 20% | Mar 2026 |
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| Diversify Wealth Management | 11k | $402k | 59% | Jun 2026 |
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| Assetmark | 10k | $391k | 71% | Jun 2026 |
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| Jane Street | 8.7k | $307k | 100% | Mar 2026 |
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| Qrg Capital Management | 7.2k | $256k | 100% | Mar 2026 |
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| Financial Services Advisory | 5.9k | $208k | 100% | Mar 2026 |
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| Hanson McClain Advisors | 4.8k | $171k | -6% | Mar 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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| Pioneer Family Office | 1.9k | $74k | 0% | Jun 2026 |
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| Pnc Financial Services | 1.8k | $64k | 4567% | Mar 2026 |
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| Harbor Investment Advisory | 1.6k | $63k | 100% | Jun 2026 |
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| MAI Wealth Advisors | 1.2k | $41k | 100% | Mar 2026 |
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| Wellington Grp | 821.00 | $29k | 137% | Mar 2026 |
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| UBS Group | 815.00 | $29k | 305% | Mar 2026 |
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| Signature Resources Capital Management | 464.00 | $16k | 399% | Mar 2026 |
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| Crews Bank & Trust | 310.00 | $12k | 100% | Jun 2026 |
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| IFP Advisors | 301.00 | $11k | 0% | Mar 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 |
|---|---|---|---|
| Kestra Advisory Services | Mar 2026 | 14k | $495k |
| Hrt Financial | Dec 2025 | 9.7k | $344k |
| Modern Wealth Management | Dec 2025 | 9.6k | $342k |
| Capital Asset Managemnet | Mar 2026 | 6.4k | $226k |
| Signature Securities Group Corporation | Dec 2025 | 6.2k | $220k |
| Smartleaf Asset Management | Dec 2025 | 1.0k | $37k |
| Golden State Equity Partners | Mar 2026 | 67.00 | $2.4k |