Latest Institutional Transactions on Trust For Professional Mgrs Ma (MINN)
This table provides information on the latest institutional transactions involving Trust For Professional Mgrs Ma (MINN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.68% |
$106 - $110
|
740
$16.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
9.73KNew |
$207K - $215K
|
9.73K
$211K
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
459+ 3.83% |
$9.77K - $10.1K
|
12.4K
$270K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
14.9KNew |
$325K - $333K
|
14.9K
$324K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-13.2K- 47.89% |
$288K - $296K
|
14.4K
$312K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.9KNew |
$454K - $466K
|
20.9K
$453K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.34K- 17.81% |
$72.7K - $74.5K
|
15.4K
$334K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
16.5KNew |
$359K - $368K
|
16.5K
$358K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.44K+ 19.02% |
$206K - $211K
|
59.1K
$1.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
500+ 2.56% |
$10.9K - $11.2K
|
20K
$434K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
11.5K+ 100.0% |
$251K - $257K
|
23K
$499K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.5K+ 15.25% |
$54.5K - $55.9K
|
18.9K
$410K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
30.2KNew |
$662K - $683K
|
30.2K
$655K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
40New |
$877 - $905
|
40
$868
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.1K- 26.46% |
$89.9K - $92.8K
|
11.4K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.8K+ 387.53% |
$39.6K - $40.8K
|
2.27K
$49.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.28K- 38.9% |
$50K - $51.6K
|
3.58K
$77.6K
|
|
| Q2 2024 | |||||||
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$21.6 - $22.3
|
1
$21.7
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.45K- 37.32% |
$95.9K - $99.1K
|
7.47K
$162K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.69KNew |
$59.7K - $60.6K
|
2.69K
$58.3K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.84K+ 22.32% |
$78.6K - $86.7K
|
21K
$457K
|
|
| Q1 2023 | |||||||
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.9KNew |
$0 - $609K
|
26.9K
$584K
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
12.8KNew |
$263K - $283K
|
12.8K
$278K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-11.6KClosed |
$249K - $267K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-7.99KClosed |
$183K - $201K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
200New |
$4.97K - $5.04K
|
200
$4.34K
|
|
| Q2 2021 | |||||||
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
398New |
$9.97K - $10.1K
|
398
$8.64K
|
|