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 Asset Management | 26M | $1.2B | 4% | Jun 2026 |
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| Envestnet Portfolio Solutions | 25M | $1.1B | -1% | Jun 2026 |
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| LPL Financial | 2.1M | $95M | 5% | Jun 2026 |
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| Principal Securities | 1.5M | $69M | 8% | Jun 2026 |
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| Mml Investors Services | 922k | $43M | 5% | Jun 2026 |
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| National Asset Management | 511k | $23M | 19% | Jun 2026 |
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| Cetera Investment Advisers | 486k | $22M | 43% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 440k | $21M | -2% | Jun 2026 |
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| Advisor Group Holdings | 404k | $19M | 0% | Jun 2026 |
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| Park Avenue Securities | 327k | $15M | 100% | Jun 2026 |
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| Resolute Wealth Advisor | 271k | $11M | 0% | Jun 2026 |
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| Spire Wealth Management | 190k | $8.8M | 13% | Jun 2026 |
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| Farther Finance Advisors | 115k | $5.3M | -5% | Jun 2026 |
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| Wedbush Morgan Securities | 92k | $4.3M | 1% | Jun 2026 |
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| Pensionmark Financial Group | 89k | $3.8M | -4% | Jun 2026 |
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| Citadel Advisors | 42k | $1.9M | 113% | Jun 2026 |
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| Cambridge Investment Research Advisors | 38k | $1.8M | -5% | Jun 2026 |
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| Founders Financial Alliance | 37k | $1.7M | 100% | Jun 2026 |
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| Puplava Financial Services | 36k | $1.7M | -4% | Jun 2026 |
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| Goss Wealth Management | 29k | $1.4M | 0% | Jun 2026 |
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| Mariner Wealth Advisors | 28k | $1.3M | -12% | Jun 2026 |
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| Commonwealth Equity Services | 26k | $1.2M | 7% | Jun 2026 |
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| Morgan Stanley | 23k | $930k | 96% | Mar 2026 |
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| Sigma Planning | 22k | $1.0M | 3% | Jun 2026 |
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| Diversify Wealth Management | 20k | $924k | 51% | Jun 2026 |
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| Diversify Advisory Services | 20k | $924k | 100% | Jun 2026 |
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| Assetmark | 18k | $819k | 113% | Jun 2026 |
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| Financial Services Advisory | 17k | $791k | 36% | Jun 2026 |
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| Susquehanna International | 17k | $780k | 178% | Jun 2026 |
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| Principal Financial Group | 15k | $695k | -7% | Jun 2026 |
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| Capital Asset Managemnet | 14k | $650k | -6% | Jun 2026 |
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| Jpmorgan Chase & Co | 13k | $613k | 100% | Jun 2026 |
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| Qrg Capital Management | 13k | $595k | -15% | Jun 2026 |
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| Merit Financial Group | 13k | $585k | -6% | Jun 2026 |
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| Hanson McClain Advisors | 12k | $531k | -17% | Jun 2026 |
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| Courier Capital Corp | 11k | $493k | 0% | Jun 2026 |
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| Signature Securities Group Corporation | 10k | $465k | 0% | Jun 2026 |
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| Modern Wealth Management | 8.9k | $413k | -21% | Jun 2026 |
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| Independent Financial Group | 7.1k | $327k | -10% | Jun 2026 |
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| Signature Estate and Investment Advisors | 6.6k | $303k | 6% | Jun 2026 |
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| Brookstone Capital Management | 6.2k | $286k | 100% | Jun 2026 |
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| Pinnacle Bank | 6.0k | $277k | 37% | Jun 2026 |
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| Absolute Capital Management | 5.3k | $243k | 0% | Jun 2026 |
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| We Are One Seven | 5.0k | $233k | 0% | Jun 2026 |
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| Branch Banking & Trust Company | 4.9k | $227k | 100% | Jun 2026 |
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| Spinnaker Investment Group | 4.9k | $225k | 100% | Jun 2026 |
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| Brown Advisory Holdings Incorporated | 4.8k | $224k | 100% | Jun 2026 |
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| Pioneer Family Office | 4.0k | $187k | 0% | Jun 2026 |
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| Harbor Investment Advisory | 3.8k | $176k | 100% | Jun 2026 |
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| Royal Bank of Canada | 3.0k | $140k | 0% | Jun 2026 |
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| Ameritas Advisory Services | 2.4k | $110k | 100% | Jun 2026 |
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| Pnc Financial Services | 2.4k | $110k | -38% | Jun 2026 |
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| Golden State Wealth Management | 1.3k | $59k | 100% | Jun 2026 |
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| Signature Resources Capital Management | 947.00 | $44k | 0% | Jun 2026 |
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| Crews Bank & Trust | 648.00 | $30k | 100% | Jun 2026 |
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| IFP Advisors | 589.00 | $27k | -12% | Jun 2026 |
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| Action Point Financial Planning | 436.00 | $20k | 100% | Jun 2026 |
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| Investors Research Corp | 432.00 | $20k | -50% | Jun 2026 |
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| UBS Group | 432.00 | $20k | -81% | Jun 2026 |
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| Integrated Wealth Concepts | 286.00 | $13k | 100% | Jun 2026 |
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| Signature Equity Partners | 58.00 | $2.7k | 0% | Jun 2026 |
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Who sold out of Trust For Professional Man?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kestra Advisory Services | Mar 2026 | 22k | $862k |
| Western Wealth Management | Mar 2026 | 11k | $437k |
| Jane Street | Mar 2026 | 5.4k | $218k |
| MAI Wealth Advisors | Mar 2026 | 2.2k | $89k |
| Wellington Grp | Mar 2026 | 1.7k | $67k |
| Golden State Equity Partners | Mar 2026 | 147.00 | $5.9k |