Who owns TRUST FOR PROFESSIONAL MANAG?
- Ticker: SPC
- 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 | 150k | $3.3M | -40% | Sep 2025 |
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| Susquehanna International | 91k | $2.0M | 4% | Sep 2025 |
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| Balance Wealth | 78k | $1.7M | 11% | Sep 2025 |
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| Westmount Partners | 77k | $1.7M | -1% | Sep 2025 |
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| Great Valley Advisor Group | 51k | $1.1M | -5% | Sep 2025 |
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| Westbourne Investment Advisors | 30k | $38.790700 | 0% | Sep 2025 |
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| Compass Ion Advisors | 18k | $394k | -4% | Sep 2025 |
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| UBS Group | 16k | $344k | -48% | Sep 2025 |
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| Ellsworth Advisors | 10k | $223k | -25% | Sep 2025 |
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| Financial Advisory Service | 9.5k | $206k | 0% | Sep 2025 |
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| Morgan Stanley | 1.3k | $28k | 100% | Jun 2025 |
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| Advisor Group Holdings | 56.00 | $1.2k | 0% | Sep 2025 |
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Who sold out of Trust For Professional Man?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Crossingbridge Advisors | Jun 2025 | 49k | $1.1M |
| AE Wealth Management | Jun 2025 | 177.00 | $3.8k |