Who owns TRUST FOR PROFESSIONAL MANAG?
- Ticker: CUSD
- CUSIP Number: 89834g778
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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 |
|---|---|---|---|---|---|
| Prepared Retirement Institute | 92k | $1.8M | -24% | Mar 2026 |
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| Susquehanna International | 76k | $1.4M | -17% | Dec 2025 |
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| Westbourne Investment Advisors | 30k | $522.182500 | 0% | Mar 2026 |
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| Westmount Partners | 18k | $349k | -28% | Mar 2026 |
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| Compass Ion Advisors | 17k | $333k | -6% | Mar 2026 |
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| Financial Advisory Service | 11k | $205k | 14% | Dec 2025 |
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| Morgan Stanley | 1.3k | $25k | 0% | Mar 2026 |
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| UBS Group | 555.00 | $11k | 100% | Mar 2026 |
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| Advisor Group Holdings | 63.00 | $1.2k | 12% | Dec 2025 |
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Who sold out of Trust For Professional Man?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Verus Capital Partners | Dec 2025 | 188k | $3.6M |
| Balance Wealth | Dec 2025 | 84k | $1.6M |
| Great Valley Advisor Group | Dec 2025 | 45k | $852k |