Who owns TRUST FOR PROFESSIONAL MANAG?

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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
DKM Wealth Management 183k $4.6M 47% Mar 2026
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Rothschild Investment 171k $4.3M 528% Dec 2025
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Blue Jean Financial 99k $2.5M 100% Mar 2026
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Winebrenner Capital Management 86k $2.2M 11% Mar 2026
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Cambridge Investment Research Advisors 64k $1.6M 170% Dec 2025
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Private Advisor 37k $935k 34% Mar 2026
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Chicago Wealth Management 29k $738k 127% Dec 2025
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Acorn Wealth Advisors 14k $353k 100% Dec 2025
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Summit Financial 14k $344k 100% Dec 2025
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D.A. Davidson & Co. 12k $302k 100% Dec 2025
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Jane Street 11k $289k -20% Dec 2025
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Syntegra Private Wealth Group 8.2k $208k 100% Mar 2026
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Geneos Wealth Management 4.3k $110k 2% Dec 2025
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Advisor Group Holdings 4.2k $107k 5% Dec 2025
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CWM 2.8k $72k 0% Dec 2025
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Who sold out of Trust For Professional Man?

Fund or Company Name Date Sold Shares Held Valued At
Brookwood Investment Group Sep 2025 339k $8.6M