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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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 | 6.3M | $168M | 100% | Dec 2023 |
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Atria Wealth Solutions | 525k | $14M | -20% | Dec 2023 |
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HighTower Advisors | 114k | $3.0M | 16% | Dec 2023 |
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National Asset Management | 92k | $2.4M | 351% | Dec 2023 |
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Lincoln National | 51k | $1.5M | 521% | Mar 2024 |
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Advisor Group Holdings | 21k | $566k | 1572% | Dec 2023 |
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Puplava Financial Services | 21k | $579k | 100% | Mar 2024 |
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Principal Securities | 8.8k | $235k | 100% | Dec 2023 |
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Proequities | 3.9k | $111M | 17% | Mar 2024 |
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FTB Advisors | 1.6k | $44k | 0% | Mar 2024 |
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Who sold out of Trust For Professional Man?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Jane Street | Sep 2023 | 19k | $450k |