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 | 336k | $8.5M | 38% | Jun 2026 |
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| LPL Financial | 239k | $6.1M | 573% | Jun 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 | 83k | $2.1M | -4% | Jun 2026 |
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| Axxcess Wealth Management | 43k | $1.1M | 100% | Jun 2026 |
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| Private Advisor | 41k | $1.0M | 11% | Jun 2026 |
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| Bellevue Asset Management | 35k | $888k | 100% | Jun 2026 |
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| Jane Street | 29k | $746k | 100% | Jun 2026 |
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| Chicago Wealth Management | 29k | $740k | 0% | Jun 2026 |
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| Convergence Financial | 28k | $703k | 100% | Jun 2026 |
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| Sanctuary Advisors | 23k | $588k | 100% | Jun 2026 |
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| Acorn Wealth Advisors | 21k | $534k | 1% | Jun 2026 |
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| Summit Financial | 21k | $522k | 33% | Jun 2026 |
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| Roberts Glore & Co | 17k | $432k | 100% | Jun 2026 |
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| D.A. Davidson & Co. | 17k | $419k | 10% | Jun 2026 |
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| SRS Capital Advisors | 11k | $286k | 100% | Jun 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 | 10k | $265k | 25% | Jun 2026 |
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| Envestnet Asset Management | 10k | $255k | 100% | Jun 2026 |
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| Citadel Advisors | 9.2k | $235k | 100% | Jun 2026 |
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| Syntegra Private Wealth Group | 8.2k | $209k | 0% | Jun 2026 |
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| Private Trust Co Na | 7.3k | $185k | 100% | Jun 2026 |
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| Geneos Wealth Management | 4.4k | $112k | 1% | Jun 2026 |
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| CWM | 2.8k | $72k | 0% | 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 |
| Royal Bank of Canada | Mar 2026 | 16k | $415k |