Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / ACTIVEPASSIVE EQ
-
Total 13F shares
-
10,670,769
-
Share change
-
+2,875,620
-
Total reported value
-
$301,796,835
-
Price per share
-
$28.29
-
Number of holders
-
14
-
Value change
-
+$81,628,790
-
Number of buys
-
11
-
Number of sells
-
3
Institutional Holders of TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE EQ (APIE) as of Q1 2024
As of 31 Mar 2024 TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE EQ (APIE) had 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 10,670,769 shares of stock of the company.
Largest 10 holders included Envestnet Portfolio Solutions, Inc., ENVESTNET ASSET MANAGEMENT INC, Atria Wealth Solutions, Inc., OLD MISSION CAPITAL LLC, MML INVESTORS SERVICES, LLC, LINCOLN NATIONAL CORP, PRINCIPAL SECURITIES, INC., OSAIC HOLDINGS, INC., Financial Sense Advisors, Inc., and B. Riley Wealth Advisors, Inc..
This table shows 14 institutional shareholders of the security as of 31 Mar 2024.
| 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.