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 | 0% | Dec 2025 |
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| Envestnet Asset Management | 23M | $940M | 10% | Dec 2025 |
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| LPL Financial | 2.2M | $91M | -9% | Dec 2025 |
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| Principal Securities | 1.3M | $54M | 11% | Dec 2025 |
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| Mml Investors Services | 789k | $33M | 16% | Dec 2025 |
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| Advisor Group Holdings | 437k | $18M | -2% | Dec 2025 |
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| National Asset Management | 406k | $17M | 14% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 401k | $17M | 76% | Dec 2025 |
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| Cetera Investment Advisers | 293k | $12M | 24% | Dec 2025 |
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| Spire Wealth Management | 181k | $7.5M | 8% | Dec 2025 |
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| Pensionmark Financial Group | 94k | $2.2M | 68% | Dec 2025 |
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| Wedbush Morgan Securities | 81k | $3.4M | -1% | Dec 2025 |
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| Mariner Wealth Advisors | 60k | $2.5M | -20% | Dec 2025 |
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| Cambridge Investment Research Advisors | 40k | $1.7M | 9% | Dec 2025 |
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| Puplava Financial Services | 37k | $1.5M | 1% | Sep 2025 |
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| Goss Wealth Management | 29k | $1.2M | 1623% | Dec 2025 |
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| Commonwealth Equity Services | 23k | $942k | -90% | Dec 2025 |
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| Citadel Advisors | 21k | $859k | 252% | Sep 2025 |
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| Sigma Planning | 21k | $875k | 10% | Dec 2025 |
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| Modern Wealth Management | 20k | $823k | -25% | Dec 2025 |
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| Susquehanna International | 19k | $787k | -66% | Dec 2025 |
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| Merit Financial Group | 16k | $655k | -7% | Dec 2025 |
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| Principal Financial Group | 15k | $636k | 1% | Dec 2025 |
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| Hanson McClain Advisors | 15k | $603k | -6% | Dec 2025 |
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| Kestra Advisory Services | 13k | $554k | 147% | Dec 2025 |
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| Signature Securities Group Corporation | 13k | $520k | 26% | Dec 2025 |
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| Royal Bank of Canada | 11k | $466k | 100% | Sep 2025 |
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| Courier Capital Corp | 11k | $445k | 0% | Dec 2025 |
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| Financial Services Advisory | 11k | $439k | 78% | Dec 2025 |
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| Qrg Capital Management | 9.7k | $404k | 62% | Dec 2025 |
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| Diversify Wealth Management | 9.5k | $404k | 100% | Dec 2025 |
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| Hrt Financial | 6.6k | $273k | -14% | Dec 2025 |
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| Signature Estate and Investment Advisors | 6.1k | $255k | 8% | Dec 2025 |
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| Spinnaker Investment Group | 6.0k | $248k | -1% | Dec 2025 |
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| Absolute Capital Management | 5.3k | $219k | -2% | Dec 2025 |
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| We Are One Seven | 5.0k | $210k | -8% | Dec 2025 |
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| Pathstone Holdings | 4.9k | $203k | 100% | Dec 2025 |
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| Guidance Point Advisors | 4.8k | $201k | -4% | Dec 2025 |
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| Pinnacle Bank | 4.4k | $182k | 0% | Dec 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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| Smartleaf Asset Management | 2.1k | $90k | 100% | Dec 2025 |
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| Investors Research Corp | 1.2k | $48k | 0% | Dec 2025 |
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| Assetmark | 1.0k | $43k | 0% | Dec 2025 |
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| IFP Advisors | 667.00 | $28k | -57% | Dec 2025 |
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| Signature Resources Capital Management | 200.00 | $8.3k | 100% | Dec 2025 |
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| ORG Partners | 144.00 | $6.0k | 0% | Dec 2025 |
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| UBS Group | 84.00 | $3.5k | -92% | Dec 2025 |
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| Pnc Financial Services | 79.00 | $3.3k | -48% | Dec 2025 |
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Who sold out of Trust For Professional Man?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Park Avenue Securities | Sep 2025 | 162k | $6.6M |
| Lion Street Advisors | Jun 2025 | 71k | $2.7M |
| Goldman Sachs Group | Sep 2025 | 14k | $550k |
| Global Retirement Partners | Sep 2025 | 8.2k | $335k |
| Vivid Wealth Management | Sep 2025 | 6.2k | $254k |
| Ameritas Advisory Services | Sep 2025 | 2.4k | $97k |
| Capital Investment Advisory Services | Sep 2025 | 2.2k | $91k |