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 | $474M | 0% | Dec 2025 |
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| Envestnet Asset Management | 12M | $413M | 11% | Dec 2025 |
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| LPL Financial | 1.1M | $40M | -10% | Dec 2025 |
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| Principal Securities | 668k | $24M | 10% | Dec 2025 |
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| Mml Investors Services | 418k | $15M | 18% | Dec 2025 |
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| Advisor Group Holdings | 253k | $9.0M | 0% | Dec 2025 |
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| National Asset Management | 223k | $7.9M | 12% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 215k | $7.7M | 75% | Dec 2025 |
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| Cetera Investment Advisers | 150k | $5.3M | 26% | Dec 2025 |
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| Susquehanna International | 117k | $4.1M | -23% | Dec 2025 |
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| Spire Wealth Management | 89k | $3.2M | 9% | Dec 2025 |
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| Farther Finance Advisors | 56k | $2.0M | 100% | Mar 2026 |
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| Pensionmark Financial Group | 46k | $1.6M | 70% | Dec 2025 |
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| Wedbush Morgan Securities | 40k | $1.4M | -1% | Dec 2025 |
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| Mariner Wealth Advisors | 35k | $1.3M | -22% | Dec 2025 |
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| Citadel Advisors | 25k | $891k | 92% | Dec 2025 |
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| Cambridge Investment Research Advisors | 21k | $749k | 17% | Dec 2025 |
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| Puplava Financial Services | 19k | $668k | 4% | Dec 2025 |
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| Principal Financial Group | 18k | $651k | -6% | Dec 2025 |
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| Commonwealth Equity Services | 17k | $608k | -87% | Dec 2025 |
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| Goss Wealth Management | 16k | $570k | 100% | Dec 2025 |
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| Sigma Planning | 10k | $360k | 8% | Dec 2025 |
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| Hrt Financial | 9.7k | $344k | 68% | Dec 2025 |
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| Modern Wealth Management | 9.6k | $342k | -25% | Dec 2025 |
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| Kestra Advisory Services | 8.8k | $311k | 45% | Dec 2025 |
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| Capital Asset Managemnet | 6.4k | $226k | 0% | Mar 2026 |
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| Signature Securities Group Corporation | 6.2k | $220k | 100% | Dec 2025 |
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| Courier Capital Corp | 5.8k | $207k | 0% | Dec 2025 |
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| Diversify Wealth Management | 5.4k | $201k | 100% | Dec 2025 |
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| Hanson McClain Advisors | 5.1k | $183k | -30% | Dec 2025 |
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| Pinnacle Bank | 2.1k | $76k | 0% | Dec 2025 |
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| Smartleaf Asset Management | 1.0k | $37k | 100% | Dec 2025 |
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| IFP Advisors | 301.00 | $11k | 0% | Mar 2026 |
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| Assetmark | 225.00 | $8.0k | 0% | Dec 2025 |
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| UBS Group | 201.00 | $7.1k | 0% | Dec 2025 |
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| Signature Resources Capital Management | 93.00 | $3.3k | 100% | Dec 2025 |
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| ORG Partners | 67.00 | $2.4k | 10% | Dec 2025 |
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| Pnc Financial Services | 39.00 | $1.4k | -49% | Dec 2025 |
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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 2025 | 14k | $496k |
| Global Retirement Partners | Sep 2025 | 4.0k | $144k |
| FMR | Sep 2025 | 2.1k | $73k |
| Capital Investment Advisory Services | Sep 2025 | 1.4k | $48k |