Who owns TRUST FOR PROFESSIONAL MANAG?

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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 4.0M $99M 14% Sep 2025
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Envestnet Portfolio Solutions 3.1M $79M 8% Sep 2025
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LPL Financial 397k $10M 8% Sep 2025
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Principal Securities 301k $7.6M 31% Sep 2025
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Wiley Bros.-aintree Capital 101k $2.5M 13% Sep 2025
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Mml Investors Services 100k $2.5M 17% Sep 2025
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National Asset Management 78k $2.0M 23% Sep 2025
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Cetera Investment Advisers 44k $1.1M 9% Sep 2025
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Principal Financial Group 42k $1.0M 3% Sep 2025
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Park Avenue Securities 33k $817k 33% Sep 2025
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Jane Street 30k $741k 100% Sep 2025
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Atria Wealth Solutions 28k $692k -90% Jun 2025
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Commonwealth Equity Services 15k $369k 3% Sep 2025
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Hanson McClain Advisors 13k $329k 0% Sep 2025
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Puplava Financial Services 11k $268k -45% Sep 2025
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Advisor Group Holdings 11k $268k 319% Sep 2025
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Modern Wealth Management 9.3k $233k 100% Sep 2025
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Spire Wealth Management 6.5k $162k 19% Sep 2025
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Royal Bank of Canada 5.7k $143k 100% Sep 2025
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Sound Income Strategies 2.0k $50k 100% Sep 2025
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Capital Investment Advisory Services 1.0k $26k 0% Sep 2025
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UBS Group 152.00 $3.8k -68% Sep 2025
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Morgan Stanley 1.00 $25.000000 100% Jun 2025
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IFP Advisors 1.00 $18.000000 -100% Sep 2025
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Who sold out of Trust For Professional Man?

Fund or Company Name Date Sold Shares Held Valued At
Lion Street Advisors Jun 2025 9.0k $223k