Institutional Ownership Trust For Professional Mgrs Ma (MINN)
This table provides information about the institutional ownership of Trust For Professional Mgrs Ma (MINN). We have compiled data on the 20 institutions that hold shares in the stock, with a total of 226,976 shares, which have been reported (via 13F filing form) to have a value of $4.94 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
59,062
shares
|
$1.28 Million
0.08% of portfolio
|
Q1 2025
Added 19.02%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
20,865
shares
|
$453,813
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
17,548
shares
|
$381,669
0.0% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
16,000
shares
|
$348,000
0.05% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
15,958
shares
|
$347,086
0.0% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
14,396
shares
|
$313,113
0.01% of portfolio
|
Q1 2025
Reduced 47.89%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
13,051
shares
|
$283,859
0.0% of portfolio
|
Q2 2025
Reduced 15.24%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
13,002
shares
|
$282,793
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
12,449
shares
|
$270,765
0.11% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jul 23, 2025 Q2 2025 |
11,504
shares
|
$250,212
0.08% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
10,981
shares
|
$238,836
0.01% of portfolio
|
Q2 2025
Reduced 26.44%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
9,731
shares
|
$211,649
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
7,473
shares
|
$162,537
0.0% of portfolio
|
Q2 2024
Reduced 37.32%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,576
shares
|
$77,778
0.0% of portfolio
|
Q3 2024
Reduced 38.9%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
740
shares
|
$16,095
0.0% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
398
shares
|
$8,656
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
200
shares
|
$4,350
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
40
shares
|
$870
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2
shares
|
$43
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|