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 5.0M $125M 16% Mar 2026
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Envestnet Portfolio Solutions 3.1M $77M -6% Mar 2026
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LPL Financial 452k $11M 3% Mar 2026
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Principal Securities 412k $10M 5% Mar 2026
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Park Avenue Securities 196k $4.9M 100% Mar 2026
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Mml Investors Services 182k $4.5M 43% Mar 2026
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Wiley Bros.-aintree Capital 103k $2.6M 2% Dec 2025
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National Asset Management 94k $2.3M 0% Mar 2026
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Cetera Investment Advisers 80k $2.0M 48% Mar 2026
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Principal Financial Group 43k $1.1M 1% Mar 2026
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Susquehanna International 15k $364k 100% Dec 2025
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Commonwealth Equity Services 14k $342k -2% Mar 2026
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Hanson McClain Advisors 13k $328k 0% Dec 2025
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Resolute Wealth Advisor 13k $312k 100% Mar 2026
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Puplava Financial Services 11k $283k 6% Dec 2025
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Advisor Group Holdings 10k $260k -3% Dec 2025
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Spire Wealth Management 6.4k $159k -5% Mar 2026
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Farther Finance Advisors 5.3k $132k 100% Mar 2026
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Pnc Financial Services 3.6k $91k 100% Mar 2026
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Sound Income Strategies 2.0k $50k 0% Mar 2026
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UBS Group 313.00 $7.8k 440% Mar 2026
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Morgan Stanley 1.00 $25.000000 0% Mar 2026
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Who sold out of Trust For Professional Man?

Fund or Company Name Date Sold Shares Held Valued At
Jane Street Dec 2025 19k $485k
Goldman Sachs Group Dec 2025 12k $300k
Modern Wealth Management Sep 2025 9.3k $233k
Royal Bank of Canada Sep 2025 5.7k $143k