Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / ACTIVEPASSIVE EQ
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Number of holders
-
10
-
Total 13F shares, excl. options
-
3,942,048
-
Shares change
-
-2,310,407
-
Total reported value, excl. options
-
$96,039,696
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Value change
-
-$56,289,797
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Number of buys
-
7
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Number of sells
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2
-
Price
-
$24.36
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) had 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 3,942,048 shares of stock of the company.
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 table shows 10 institutional shareholders of the security as of 30 Sep 2023.
| 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.