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 Portfolio Solutions 12M $347M 100% Dec 2023
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Atria Wealth Solutions 1.1M $33M -22% Dec 2023
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HighTower Advisors 227k $6.6M 14% Dec 2023
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National Asset Management 184k $5.4M 341% Dec 2023
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Lincoln National 100k $3.2M 502% Mar 2024
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Advisor Group Holdings 43k $1.3M 1562% Dec 2023
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Puplava Financial Services 40k $1.3M 181% Mar 2024
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Principal Securities 18k $519k 100% Dec 2023
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Commonwealth Equity Services 11k $364k 100% Mar 2024
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Cambridge Investment Research Advisors 8.4k $270k 0% Mar 2024
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Proequities 7.9k $256M 16% Mar 2024
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Sigma Planning 6.5k $209k 100% Mar 2024
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FTB Advisors 3.3k $106k 0% Mar 2024
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UBS Group 17.00 $494.999200 -100% Dec 2023
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