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
Rothschild Investment 244k $6.2M 43% Mar 2026
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DKM Wealth Management 183k $4.6M 47% Mar 2026
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Cambridge Investment Research Advisors 109k $2.8M 70% Mar 2026
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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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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 $527k 50% Mar 2026
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Royal Bank of Canada 16k $415k 426% Mar 2026
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Summit Financial 15k $391k 14% Mar 2026
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D.A. Davidson & Co. 15k $380k 26% Mar 2026
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Syntegra Private Wealth Group 8.2k $208k 100% Mar 2026
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Geneos Wealth Management 4.4k $110k 1% Mar 2026
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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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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
Jane Street Dec 2025 11k $289k