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 | 27M | $1.1B | 2% | Sep 2025 |
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| Envestnet Asset Management | 21M | $839M | 8% | Sep 2025 |
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| LPL Financial | 2.4M | $97M | 1% | Sep 2025 |
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| Principal Securities | 1.2M | $48M | 27% | Sep 2025 |
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| Mml Investors Services | 680k | $28M | 12% | Sep 2025 |
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| Advisor Group Holdings | 447k | $18M | 0% | Sep 2025 |
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| National Asset Management | 406k | $17M | 14% | Sep 2025 |
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| Cetera Investment Advisers | 236k | $9.6M | 9% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 228k | $9.3M | 20% | Sep 2025 |
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| Commonwealth Equity Services | 220k | $9.0M | -15% | Sep 2025 |
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| Spire Wealth Management | 167k | $6.8M | 22% | Sep 2025 |
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| Park Avenue Securities | 162k | $6.6M | 42% | Sep 2025 |
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| Wedbush Morgan Securities | 82k | $3.3M | -1% | Sep 2025 |
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| Atria Wealth Solutions | 78k | $2.9M | -92% | Jun 2025 |
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| Mariner Wealth Advisors | 75k | $3.0M | -40% | Sep 2025 |
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| Pensionmark Financial Group | 56k | $2.3M | 0% | Sep 2025 |
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| Susquehanna International | 55k | $2.2M | 10% | Sep 2025 |
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| Puplava Financial Services | 37k | $1.5M | 1% | Sep 2025 |
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| Cambridge Investment Research Advisors | 37k | $1.5M | 6% | Sep 2025 |
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| Modern Wealth Management | 26k | $1.1M | 100% | Sep 2025 |
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| Citadel Advisors | 21k | $859k | 252% | Sep 2025 |
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| Sigma Planning | 19k | $781k | 0% | Sep 2025 |
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| Merit Financial Group | 17k | $689k | -75% | Sep 2025 |
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| Hanson McClain Advisors | 15k | $627k | -21% | Sep 2025 |
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| Principal Financial Group | 15k | $619k | 12% | Sep 2025 |
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| FTB Advisors | 14k | $526k | -12% | Jun 2025 |
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| Goldman Sachs Group | 14k | $550k | 100% | Sep 2025 |
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| Morgan Stanley | 13k | $492k | 100% | Jun 2025 |
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| Royal Bank of Canada | 11k | $466k | 100% | Sep 2025 |
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| Courier Capital Corp | 11k | $435k | 0% | Sep 2025 |
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| Signature Securities Group Corporation | 9.9k | $404k | -3% | Sep 2025 |
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| Global Retirement Partners | 8.2k | $335k | 100% | Sep 2025 |
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| Hrt Financial | 7.6k | $311k | 100% | Sep 2025 |
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| Vivid Wealth Management | 6.2k | $254k | 100% | Sep 2025 |
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| Spinnaker Investment Group | 6.0k | $245k | 100% | Sep 2025 |
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| Qrg Capital Management | 6.0k | $244k | 100% | Sep 2025 |
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| Financial Services Advisory | 5.9k | $241k | 100% | Sep 2025 |
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| Signature Estate and Investment Advisors | 5.7k | $232k | 100% | Sep 2025 |
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| We Are One Seven | 5.5k | $224k | 100% | Sep 2025 |
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| Kestra Advisory Services | 5.4k | $219k | -1% | Sep 2025 |
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| Absolute Capital Management | 5.4k | $219k | 100% | Sep 2025 |
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| Guidance Point Advisors | 5.0k | $205k | 100% | Sep 2025 |
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| Pinnacle Bank | 4.4k | $178k | 5% | Sep 2025 |
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| FMR | 4.2k | $171k | 100% | Sep 2025 |
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| Jpmorgan Chase & Co | 3.8k | $154k | 100% | Sep 2025 |
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| Ameritas Advisory Services | 2.4k | $97k | 100% | Sep 2025 |
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| Capital Investment Advisory Services | 2.2k | $91k | -5% | Sep 2025 |
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| Goss Wealth Management | 1.7k | $69k | 0% | Sep 2025 |
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| IFP Advisors | 1.6k | $64k | -16% | Sep 2025 |
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| Investors Research Corp | 1.2k | $47k | 0% | Sep 2025 |
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| Assetmark | 1.0k | $42k | -31% | Sep 2025 |
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| UBS Group | 999.00 | $41k | 747% | Sep 2025 |
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| Pnc Financial Services | 153.00 | $6.2k | 2% | Sep 2025 |
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| ORG Partners | 144.00 | $5.9k | 19% | 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 | 71k | $2.7M |
| Kestra Investment Management | Jun 2025 | 24k | $815k |
| Geneos Wealth Management | Jun 2025 | 4.2k | $158k |
| AE Wealth Management | Jun 2025 | 4.1k | $155k |
| Raymond James Financial | Jun 2025 | 1.9k | $73k |
| Financial Gravity Wealth | Mar 2025 | 1.2k | $42k |
| Fortitude Family Office | Jun 2025 | 335.00 | $13k |