Who owns TRUST FOR PROFESSIONAL MANAG?
- 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 |
|---|---|---|---|---|---|
| Verus Capital Partners | 188k | $3.6M | 100% | Dec 2025 |
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| Prepared Retirement Institute | 121k | $2.3M | -20% | Dec 2025 |
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| Balance Wealth | 84k | $1.6M | 7% | Dec 2025 |
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| Susquehanna International | 76k | $1.4M | -17% | Dec 2025 |
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| Great Valley Advisor Group | 45k | $852k | -12% | Dec 2025 |
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| Westbourne Investment Advisors | 30k | $2.5k | 0% | Dec 2025 |
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| Westmount Partners | 25k | $474k | -68% | Dec 2025 |
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| Compass Ion Advisors | 18k | $343k | -1% | Dec 2025 |
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| Financial Advisory Service | 11k | $205k | 14% | Dec 2025 |
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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 |
|---|---|---|---|
| UBS Group | Sep 2025 | 16k | $344k |
| Ellsworth Advisors | Sep 2025 | 10k | $223k |