Purchases and Sales Made in Q1 2024 in Trust For Professional Mgrs Ma (MINN)
This table provides information about the institutional ownership of Trust For Professional Mgrs Ma (MINN) during Q1 2024. The information is specifically focused on institutions that hold shares of TRUST FOR PROFESSIONAL MGRS MA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
36.8KNew |
$817K - $830K
|
36.8K
$816K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
19.4KNew |
$430K - $437K
|
19.4K
$430K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.35KNew |
$141K - $143K
|
6.35K
$141K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.69KNew |
$59.7K - $60.6K
|
2.69K
$59.6K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2K+ 11.76% |
$44.4K - $45.1K
|
19K
$422K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.37K+ 12.94% |
$30.3K - $30.8K
|
11.9K
$265K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.3K+ 11.28% |
$28.9K - $29.3K
|
12.8K
$285K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.56% |
$88.8 - $90.2
|
715
$15.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-343- 78.85% |
$7.62K - $7.73K
|
92
$2.04K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.32K- 4.63% |
$29.3K - $29.7K
|
27.2K
$603K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.14K- 16.83% |
$114K - $116K
|
25.4K
$563K
|