Buckingham Strategic Partners Trust For Professional Mgrs Ma Transaction History

Buckingham Strategic Partners

$6.15 Billion
Q1 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	SELL	$21.95 - $22.65 $89,907 - $92,774	-4,096 Reduced 26.46%	11,383 $256,000
Q2 2024 Aug 13, 2024	SELL	$21.55 - $22.27 $252,264 - $260,692	-11,706 Reduced 43.06%	15,479 $340,000
Q1 2024 May 15, 2024	SELL	$22.21 - $22.55 $29,294 - $29,743	-1,319 Reduced 4.63%	27,185 $607,000
Q4 2023 Feb 14, 2024	BUY	$20.48 - $22.58 $34,078 - $37,573	1,664 Added 6.2%	28,504 $642,000
Q3 2023 Nov 14, 2023	BUY	$20.77 - $22.08 $11,776 - $12,519	567 Added 2.16%	26,840 $557,000
Q2 2023 Aug 14, 2023	BUY	$21.57 - $22.56 $71,849 - $75,147	3,331 Added 14.52%	26,273 $575,000
Q1 2023 May 15, 2023	BUY	$0.0 - $22.61 $0 - $205,931	9,108 Added 65.84%	22,942 $510,000
Q4 2022 Feb 14, 2023	BUY	$20.51 - $22.13 $283,735 - $306,146	13,834 New	13,834 $301,000

Others Institutions Holding MINN

# of Institutions

19

Shares Held

240K

Call Options Held

0

Put Options Held

0

One Ascent Financial Services LLC Birmingham, AL

59.1K
Shares

$1.29 Million
0.08% of portfolio
Capital Management Associates, Inc Minneapolis, MN

23K
Shares

$501,114
0.11% of portfolio
Jane Street Group, LLC New York, NY

20.9K
Shares

$454,439
0.0% of portfolio
Moloney Securities Asset Management, LLC

20K
Shares

$435,600
0.07% of portfolio
Cambridge Investment Research Advisors, Inc.

18.9K
Shares

$411,598
0.0% of portfolio

About TRUST FOR PROFESSIONAL MGRS MA

Ticker MINN

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