Who owns TRUST FOR PROFESSIONAL MANAG?
- Ticker: APUE
- CUSIP Number: 89834g729
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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 | 34M | $1.2B | -4% | Sep 2024 |
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| Envestnet Asset Management | 11M | $388M | 4% | Sep 2024 |
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| Atria Wealth Solutions | 1.1M | $39M | -6% | Sep 2024 |
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| LPL Financial | 857k | $30M | 108% | Sep 2024 |
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| Principal Securities | 356k | $13M | 102% | Sep 2024 |
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| Mml Investors Services | 327k | $12M | 29% | Sep 2024 |
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| National Asset Management | 319k | $11M | 1% | Sep 2024 |
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| Advisor Group Holdings | 221k | $7.8M | 292% | Sep 2024 |
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| Jane Street | 108k | $3.8M | 100% | Sep 2024 |
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| Pensionmark Financial Group | 62k | $2.2M | -1% | Sep 2024 |
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| Puplava Financial Services | 57k | $2.0M | -3% | Sep 2024 |
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| Proequities | 32k | $1.1B | 33% | Sep 2024 |
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| Susquehanna International | 29k | $1.0M | 204% | Sep 2024 |
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| Lion Street Advisors | 28k | $968k | 4% | Sep 2024 |
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| FTB Advisors | 21k | $727k | -9% | Sep 2024 |
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| HighTower Advisors | 14k | $473k | -10% | Jun 2024 |
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| Mariner Wealth Advisors | 12k | $436k | 0% | Sep 2024 |
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| Sigma Planning | 11k | $401k | 34% | Sep 2024 |
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| Signature Securities Group Corporation | 9.2k | $323k | 100% | Sep 2024 |
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| Cambridge Investment Research Advisors | 9.0k | $318k | 14% | Sep 2024 |
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| Mercer Global Advisors | 8.2k | $273k | 100% | Jun 2024 |
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| Wells Fargo & Company | 8.2k | $289k | 100% | Sep 2024 |
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| Commonwealth Equity Services | 7.9k | $280k | 100% | Sep 2024 |
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| Wiley Bros.-aintree Capital | 6.1k | $204k | 100% | Jun 2024 |
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| Fortitude Family Office | 3.8k | $134k | 100% | Sep 2024 |
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| Caldwell Sutter Capital | 3.5k | $124k | 0% | Sep 2024 |
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| Morgan Stanley | 3.3k | $109k | 100% | Jun 2024 |
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| IFP Advisors | 1.9k | $62k | 100% | Jun 2024 |
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| Pinnacle Bank | 1.6k | $58k | -6% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 1.3k | $46k | 100% | Sep 2024 |
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| Investors Research Corp | 1.2k | $41k | 0% | Sep 2024 |
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Who sold out of Trust For Professional Man?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Inspire Advisors | Jun 2024 | 42k | $1.4M |
| KPP Advisory Services | Jun 2024 | 6.5k | $215k |