Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / ACTIVEPASSIVE EQ
-
Total 13F shares
-
3,942,048
-
Share change
-
-2,310,928
-
Total reported value
-
$96,039,696
-
Price per share
-
$24.36
-
Number of holders
-
10
-
Value change
-
-$56,302,483
-
Number of buys
-
6
-
Number of sells
-
2
Institutional Holders of TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE EQ (APIE) as of Q3 2023
As of 30 Sep 2023,
TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE EQ (APIE) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,942,048 shares.
The largest 10 holders included
Envestnet Portfolio Solutions, Inc., Atria Wealth Solutions, Inc., ENVESTNET ASSET MANAGEMENT INC, HighTower Advisors, LLC, B. Riley Wealth Advisors, Inc., JANE STREET GROUP, LLC, First Horizon Advisors, Inc., OSAIC HOLDINGS, INC., CONCOURSE FINANCIAL GROUP SECURITIES, INC., and COMERICA BANK.
This page lists
10
institutional shareholders reporting positions in this security
for the Q3 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.