Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / ACTIVEPASSIVE CR
-
Number of holders
-
12
-
Total 13F shares, excl. options
-
7,378,908
-
Shares change
-
+2,898,213
-
Total reported value, excl. options
-
$220,871,954
-
Value change
-
+$86,727,013
-
Number of buys
-
8
-
Number of sells
-
-2
-
Price
-
$29.93
Significant Holders of TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE CR (APCB) as of Q4 2023
13 filings reported holding APCB - TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE CR as of Q4 2023.
TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE CR (APCB) has 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,378,908 shares
.
Largest 10 shareholders include Envestnet Portfolio Solutions, Inc. (5,906,388 shares), ENVESTNET ASSET MANAGEMENT INC (555,137 shares), Atria Wealth Solutions, Inc. (542,496 shares), JANE STREET GROUP, LLC (160,005 shares), HighTower Advisors, LLC (89,424 shares), B. Riley Wealth Advisors, Inc. (77,303 shares), OSAIC HOLDINGS, INC. (26,249 shares), PRINCIPAL SECURITIES, INC. (9,649 shares), LINCOLN NATIONAL CORP (7,801 shares), and CONCOURSE FINANCIAL GROUP SECURITIES, INC. (2,247 shares).
This table shows the top 12 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.