Who owns TRUST FOR PROFESSIONAL MANAG?
- Ticker: STBF
- CUSIP Number: 89834g570
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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 |
|---|---|---|---|---|---|
| Rothschild Investment | 244k | $6.2M | 43% | Mar 2026 |
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| DKM Wealth Management | 207k | $5.2M | 13% | Jun 2026 |
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| Blue Jean Financial | 113k | $2.9M | 14% | Jun 2026 |
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| Winebrenner Capital Management | 86k | $2.2M | 11% | Mar 2026 |
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| Axxcess Wealth Management | 43k | $1.1M | 100% | Jun 2026 |
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| Private Advisor | 37k | $935k | 34% | Mar 2026 |
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| LPL Financial | 35k | $897k | 100% | Mar 2026 |
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| Chicago Wealth Management | 29k | $738k | 0% | Mar 2026 |
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| Acorn Wealth Advisors | 21k | $534k | 1% | Jun 2026 |
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| D.A. Davidson & Co. | 17k | $419k | 10% | Jun 2026 |
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| Royal Bank of Canada | 16k | $415k | 100% | Mar 2026 |
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| Summit Financial | 15k | $391k | 14% | Mar 2026 |
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| Commonwealth Equity Services | 11k | $284k | 100% | Jun 2026 |
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| Kellett Schaffner Wealth Advisors | 11k | $266k | 100% | Jun 2026 |
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| Advisor Group Holdings | 8.3k | $211k | 96% | Mar 2026 |
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| Syntegra Private Wealth Group | 8.2k | $208k | 100% | Mar 2026 |
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| Private Trust Co Na | 7.3k | $185k | 100% | Jun 2026 |
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| Geneos Wealth Management | 4.4k | $110k | 1% | Mar 2026 |
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| CWM | 2.8k | $72k | 0% | Mar 2026 |
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| UBS Group | 250.00 | $6.3k | 100% | Mar 2026 |
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Who sold out of Trust For Professional Man?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Cambridge Investment Research Advisors | Mar 2026 | 109k | $2.8M |
| Jane Street | Dec 2025 | 11k | $289k |