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 | 25M | $1.0B | 12% | Mar 2026 |
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| Envestnet Portfolio Solutions | 25M | $999M | -7% | Mar 2026 |
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| LPL Financial | 2.0M | $79M | -10% | Mar 2026 |
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| Principal Securities | 1.4M | $55M | 5% | Mar 2026 |
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| Mml Investors Services | 878k | $35M | 11% | Mar 2026 |
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| Advisor Group Holdings | 437k | $18M | -2% | Dec 2025 |
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| National Asset Management | 430k | $17M | -4% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 401k | $17M | 76% | Dec 2025 |
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| Cetera Investment Advisers | 339k | $14M | 16% | Mar 2026 |
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| Resolute Wealth Advisor | 271k | $11M | 100% | Mar 2026 |
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| Spire Wealth Management | 168k | $6.7M | -7% | Mar 2026 |
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| Farther Finance Advisors | 122k | $4.9M | 100% | Mar 2026 |
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| Pensionmark Financial Group | 93k | $3.7M | -1% | Mar 2026 |
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| Wedbush Morgan Securities | 91k | $3.7M | 12% | Mar 2026 |
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| Cambridge Investment Research Advisors | 40k | $1.6M | 0% | Mar 2026 |
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| Puplava Financial Services | 38k | $1.6M | 2% | Dec 2025 |
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| Mariner Wealth Advisors | 31k | $1.3M | -47% | Mar 2026 |
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| Goss Wealth Management | 29k | $1.2M | 0% | Mar 2026 |
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| Commonwealth Equity Services | 24k | $972k | 7% | Mar 2026 |
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| Morgan Stanley | 23k | $930k | 96% | Mar 2026 |
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| Kestra Advisory Services | 22k | $862k | 62% | Mar 2026 |
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| Sigma Planning | 22k | $862k | 2% | Mar 2026 |
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| Modern Wealth Management | 20k | $823k | -25% | Dec 2025 |
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| Citadel Advisors | 20k | $789k | -45% | Mar 2026 |
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| Susquehanna International | 19k | $787k | -66% | Dec 2025 |
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| Principal Financial Group | 16k | $645k | 5% | Mar 2026 |
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| Qrg Capital Management | 15k | $606k | 56% | Mar 2026 |
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| Capital Asset Managemnet | 15k | $597k | 0% | Mar 2026 |
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| Hanson McClain Advisors | 15k | $603k | -6% | Dec 2025 |
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| Diversify Wealth Management | 13k | $587k | 41% | Mar 2026 |
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| Merit Financial Group | 13k | $539k | -15% | Mar 2026 |
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| Financial Services Advisory | 13k | $504k | 20% | Mar 2026 |
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| Western Wealth Management | 11k | $437k | 100% | Mar 2026 |
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| Courier Capital Corp | 11k | $428k | 0% | Mar 2026 |
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| Signature Securities Group Corporation | 10k | $403k | -19% | Mar 2026 |
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| Assetmark | 8.3k | $333k | 701% | Mar 2026 |
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| Independent Financial Group | 7.8k | $313k | 0% | Mar 2026 |
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| Signature Estate and Investment Advisors | 6.2k | $249k | 2% | Mar 2026 |
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| Jane Street | 5.4k | $218k | 100% | Mar 2026 |
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| Absolute Capital Management | 5.3k | $211k | 0% | Mar 2026 |
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| We Are One Seven | 5.0k | $210k | -8% | Dec 2025 |
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| Pinnacle Bank | 4.4k | $175k | 0% | Mar 2026 |
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| Pioneer Family Office | 4.0k | $162k | 0% | Mar 2026 |
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| Pnc Financial Services | 3.8k | $153k | 4741% | Mar 2026 |
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| Royal Bank of Canada | 3.0k | $121k | -73% | Mar 2026 |
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| UBS Group | 2.3k | $92k | 2618% | Mar 2026 |
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| MAI Wealth Advisors | 2.2k | $89k | 100% | Mar 2026 |
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| Wellington Grp | 1.7k | $67k | 140% | Mar 2026 |
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| Signature Resources Capital Management | 947.00 | $38k | 374% | Mar 2026 |
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| Investors Research Corp | 864.00 | $35k | -25% | Mar 2026 |
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| IFP Advisors | 667.00 | $27k | 0% | Mar 2026 |
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| Golden State Equity Partners | 147.00 | $5.9k | 100% | Mar 2026 |
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| ORG Partners | 144.00 | $6.0k | 0% | Dec 2025 |
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| Signature Equity Partners | 58.00 | $2.3k | 100% | Mar 2026 |
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Who sold out of Trust For Professional Man?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Global Retirement Partners | Sep 2025 | 8.2k | $335k |
| Hrt Financial | Dec 2025 | 6.6k | $273k |
| Spinnaker Investment Group | Dec 2025 | 6.0k | $248k |
| Pathstone Holdings | Dec 2025 | 4.9k | $203k |
| Guidance Point Advisors | Dec 2025 | 4.8k | $201k |
| FMR | Sep 2025 | 4.2k | $171k |
| Jpmorgan Chase & Co | Sep 2025 | 3.8k | $154k |
| Smartleaf Asset Management | Dec 2025 | 2.1k | $90k |