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 | 0% | Jun 2026 |
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| Susquehanna International | 65k | $1.3M | -8% | Jun 2026 |
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| Westbourne Investment Advisors | 30k | $1.5k | 0% | Jun 2026 |
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| Westmount Partners | 17k | $338k | -2% | Jun 2026 |
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| Compass Ion Advisors | 16k | $318k | -4% | Jun 2026 |
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| Morgan Stanley | 1.3k | $25k | 0% | Mar 2026 |
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| UBS Group | 442.00 | $8.6k | -20% | Jun 2026 |
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| Jpmorgan Chase & Co | 100.00 | $1.9k | 100% | Jun 2026 |
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| Advisor Group Holdings | 63.00 | $1.2k | 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 |
|---|---|---|---|
| Financial Advisory Service | Mar 2026 | 11k | $211k |